Utkarsh Lodha
Financial Growth Simplified | Enabling 10,000 Reach Their First Crore | AMFI Registered MFD | MBA - IIM Kashipur
- Role
- Founder & Investment Advisor at Investex Wealths
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Utkarsh Lodha
Utkarsh is an AMFI-registered Mutual Fund Distributor and an MBA graduate from IIM Kashipur, focused on simplifying investing and enabling financial freedom for professionals and families.He currently manages ₹5 Cr+ across 40+ client portfolios, with a strong emphasis on SIPs, tax-efficient strategies, and disciplined long-term planning. His larger mission is to enable investors to achieve their first ₹1 crore milestone by harnessing the power of compounding and investor discipline.Utkarsh’s corporate journey across B2B sales, SaaS, and edtech built his problem-solving and relationship skills, while his trading background gave him first-hand exposure to markets. With over 9 years of equity market experience — having witnessed multiple stock market cycles, their ups and downs — he brings a deep understanding of investor behavior, where most wealth journeys succeed or fail.Whether someone is planning to begin their SIP journey, optimize existing investments, or simply seek clarity on personal finance, Utkarsh is glad to help. He can be reached directly at +91••••••••06.
Experience
Founder & Investment Advisor
Sep 2024 — Present · Gurugram, IN
Education
Mohanlal Sukhadia University
Bachelor of Commerce - BCom
Indian Institute of Management Kashipur
Master of Business Administration - MBA
2020 — 2022
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.