Yashwant Sagnati
Building NexVest | CMT Charter Pending | National Level Athlete | SBSC
- Role
- Co-founder at Nexvest
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Yashwant Sagnati
As the Founder of NexVest, I am passionate about empowering modern investors with…
Experience
Co-founder
Dec 2024 — Present · New Delhi, IN
Key Responsibilities‣ Proprietary Investment Analysis: Developed and utilize a unique multi-factor framework for analyzing mutual funds, stocks, bonds, crypto, commodities, and forex. This approach blends advanced technical analysis, AI-driven insights, and a combination of quantitative and qualitative metrics, resulting in robust and actionable investment strategies.‣ Client-Focused Alpha Generation:Customize portfolios based on comprehensive client risk profiling and behavioral inputs. Strategies are designed to consistently generate positive alpha above average market participants, achieving both long-term growth and tactical outperformance.‣ Multi-Asset Expertise: Provide systematic, technology-driven advisory services across multiple asset classes including mutual funds, stocks, bonds, alternative assets (cryptocurrency, commodities), and global markets enabling clients to build diversified and compounding wealth portfolios.‣ Exclusive Unlisted Investments:Collaborate with leading unlisted and pre-IPO share brokers as well as top-tier firms across India. Ensure clients benefit from secure, verified deals with same-day (T+0) or next-day (T+1) settlement and the most competitive pricing available.‣ PAN-India CA & Compliance Solutions:Maintain strategic partnerships with India’s premier Chartered Accountants and CA firms, delivering tailored, high-quality tax, compliance, and wealth structuring solutions for HNIs and retail clients alike.
Education
Shaheed Bhagat Singh College
Bachelor of Arts - BA
2020 — 2023
Carmel Junior College
Business/Commerce, General
2005 — 2020
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