Mumbai: InvestYadnya.in, India’s leading personal finance and financial planning platform, has announced the appointment of Manik Mahajan as Co-founder & Chief Business Officer (CBO). The strategic leadership addition comes as the company accelerates its mission to democratize wealth creation through transparent, research-backed financial solutions.
InvestYadnya.in is among the few invest-tech platforms in India to operate on a pure fixed-fee advisory model, aimed at delivering unbiased financial planning along with pocket-friendly equity and mutual fund research that is firmly aligned with investors’ interests.
Speaking on his appointment, Manik Mahajan said, “I’m thrilled to join InvestYadnya.in at this pivotal stage. My mission is to translate our vision of democratizing wealth creation into tangible market leadership while staying true to our investor-first values.”
Welcoming Mahajan to the leadership team, Parimal Ade, Founder of InvestYadnya.in, said, “Manik’s commercial depth comes at the perfect time. As we expand our product ecosystem and prepare for our next growth phase strengthening leadership and scaling our advisory reach Manik’s experience will be central. His philosophy aligns seamlessly with our transparent, fixed-fee model and our ambition to become one of India’s most trusted invest-tech institutions.”
In his new role, Mahajan will lead InvestYadnya.in’s commercial strategy with full P&L ownership. His responsibilities will include driving revenue growth, strengthening go-to-market execution, building strategic B2B partnerships, and enhancing operational efficiency. He will also lead Sales, Strategy, and Marketing functions while further elevating the company’s brand presence among investors, media, and regulators.
