Mumbai: InvestYadnya, an investment advisory and wealth management platform, has announced the appointment of Amul Sharma, former CEO of Kotak Mahindra Bank’s DIFC Dubai branch, to its leadership advisory ecosystem as the company strengthens its financial leadership and advances its long-term growth strategy.
The appointment comes as InvestYadnya continues to expand its presence in India’s evolving wealth management sector with a focus on investor education, research-led decision-making and technology-enabled financial solutions.
With more than two decades of experience across banking, wealth management, business leadership and financial governance, Sharma brings expertise spanning Indian financial markets, investor-centric banking models and international financial ecosystems.
During his career with the Kotak Mahindra Group, Sharma held leadership positions across retail banking, wealth advisory, customer relationship management and strategic business transformation. His experience in understanding investor behaviour, creating long-term financial relationships and navigating changing market conditions is expected to support InvestYadnya’s next phase of growth.
Commenting on the appointment, Parimal Ade, Founder – InvestYadnya.in, said, “Amul Sharma Sir’s leadership experience and deep understanding of financial markets bring tremendous strategic value to Invest Yadnya. His perspective on investor trust, wealth management, and long-term value creation aligns closely with our mission of building a transparent and future-ready investment platform for Indian investors.”
Sharing his views on joining the company’s advisory ecosystem, Amul Sharma said, “India’s investment ecosystem is undergoing a significant transformation as more individuals actively participate in wealth creation and financial planning journeys. InvestYadnya has built a strong foundation around research, transparency, and investor education. I look forward to contributing to its next phase of growth and supporting its vision of creating long-term value for investors through credible and research-backed financial insights.”
InvestYadnya said Sharma’s appointment comes at a time when India is witnessing increasing retail participation in capital markets and rising awareness around structured financial planning and long-term investing.
Beyond his leadership at Kotak Mahindra Bank’s Dubai International Financial Centre (DIFC) branch, Sharma has also held board-level oversight and governance responsibilities across entities operating in Abu Dhabi Global Markets (ADGM) and Mauritius, providing experience across regulatory governance, cross-border finance and growth frameworks.
