Author
Harendra Zatakia CFP
Institutional Investment Strategist, Wealth Advisor & Mentor Harendra Zatakia is a former Vice President at UBS, Citicorp, and Nomura with over two decades of experience in global investment banking. An investment strategist and wealth advisor, he works with families and professionals on financial planning and investment management. He mentors CFP aspirants and is SEBI Registered Investment Advisor.
5 Articles
Popular Posts
Every Asset Needs a Job
The Loan Was Approved. But Was the Family Really Protected?
RNOR Explained: A Returning NRI’s Guide to Smarter Tax Planning
Every Asset Needs a Job
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Why Great Portfolios Are Built Around Purpose, Not Products Over...
Portfolio Construction for Serious Investors: Building Portfolios, Not Product Collections
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Most investors focus on picking funds or stocks, but very few...
Rebalancing as a Discipline: Capturing Volatility, Controlling Risk
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In advisory practice, significant effort goes into Constructing...
Risk First, Return Later: How Institutional Investors Build Resilient Portfolios
5th April 2026
In advisory practice, most investment conversations begin with...
Strategic Asset Allocation: Bringing Institutional Discipline to the Indian Advisor
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In the world of big investment banks, the most important...
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