Kartik Jhaveri

B.Sc., LLB, DBF, PGDBA, CWM^TM, FAAFM^TM, CIWM^TM

Director : Transcend Capital (India) Private Limited.

Kartik is India’s most renowned financial experts; his advice is regularly published across all media, print & electronic, in the form of articles, comments & interviews.

He is the Founder & Director of Transcend Capital (India) Private Limited, a comprehensive financial services company that covers the following 6 areas of finance viz., Equities – Via Stocks & Mutual Funds, Fixed Income – Via FD, P2P & Bonds, Insurance, Loans, Taxation, Legal / Inheritance matters. 

He regularly conducts private workshops for families and company employees looking to protect & multiply their wealth manifold. How to create a 7 Star Portfolio, Secrets of Wealth Management, Walking Tall System for Financial Freedom, The Silver System for retired & senior citizens are some of his signature programs. He says, “You simply share your thoughts and I will help create a financial solution”. He believes that wealth must be created for personal enjoyment and for sharing. This philosophy is reflected in his approach to all situations and the way he manages affairs of his clients & students.

He is always keen to share his knowledge with the world and wants to help people become wealthy, prosperous and free of financial worries. He believes that it is possible to attain Financial Freedom and demonstrates this through his work, lectures, seminars, workshops, online courses, books & other educational material.

He is also the founder of Multi Millionaire Forum which is a Financial Education initiative both online via his YouTube channel & office via sessions at multiple locations. Financial solutions and investment ideas are discussed here. He is also the founder of Transcend Financial Freedom Academy which is a community of self motivated individuals who are on their journey to learn everything about money and thereby on their way to achieving Financial Freedom. This is an online learning platform where many courses are hosted for the benefit of public at large.​

Kartik is a Bachelor of Science (Statistics) from St. Xavier’s College, MBA (Finance & Marketing) from ICFAI and LLB from Government Law College. He also has other professional titles like Certified Financial Planner (CFP), Chartered Wealth Manager, Fellow of American Academy of Financial Management. 

Kartik loves to enjoy the best things life can offer. His favorite subjects are stockmarket, science & spirituality. He is a keen learner, an avid reader, loves to travel, enjoy life experiences and likes to have an engaging conversation on any subject.