Aashish Upganlawar is a SEBI-registered research analyst with registration number INP000008507. He is also the founder and director of InvesQ investment advisors. Let us walk you through Aashish Upganlawar’s life and professional journey in detail.
Aashish Upganlawar brings a wealth of experience and expertise to financial advisory and investment management. With a diverse background spanning various roles in equity research, fund management, and market analysis, he has honed his skills across different financial industry sectors.
From his early days as an Equity Research Analyst to his leadership positions in renowned organizations, Aashish has consistently demonstrated a keen understanding of market dynamics and a strategic investment approach. His journey includes stints at leading institutions such as Bajaj Allianz Life Insurance, Sharekhan, Elara Capital, and Purnartha, where he has contributed significantly to research, analysis, and decision-making processes.
Aashish’s expertise extends beyond traditional financial markets, encompassing sectors such as FMCG and Media, where he has played pivotal roles in driving research initiatives and guiding investment strategies. As the founder of InvesQ, Aashish continues to leverage his extensive experience to provide comprehensive financial advisory services tailored to meet the diverse needs of his clients.
Education and Early Career
Aashish Upganlawar attended Saint Joseph Convent Nagpur for his schooling and obtained his Chartered Accountancy qualification from the Institute of Chartered Accountants of India.
Before establishing his financial advisory firm, InvesQ, Aashish Upganlawar held various positions, starting as an Equity Research Analyst and Assistant Fund Manager at Bajaj Allianz Life Insurance.
Aashish then worked as a Research Analyst at Sharekhan and as a Lead Analyst at Spark Capital Advisors. Subsequently, he assumed the VP of Research and Lead Analyst role for the FMCG and Media sectors at Elara Capital. Later, he became the Senior VP of Equities and Head of Research at Purnartha, a SEBI Registered Equity Investment Advisor.
InvesQ
InvesQ, a SEBI-registered Investment Advisor, caters to clients across India and is expanding its overseas/NRI segment presence. Their investment philosophy revolves around a disciplined approach, investing in well-run businesses led by strong management teams. Unlike many advisors who spread their clients’ portfolios across a wide array of stocks, InvesQ adopts a focused strategy, preferring to invest in a smaller number of high-quality growth stocks. What distinguishes InvesQ from most investment advisors in India is their emphasis on limited, concentrated stock investing, continuous portfolio monitoring, robust research methodologies, low portfolio turnover, and customized investment offerings.
FAQs About Aashish Upganlawar
Who is Aashish Upganlawar?
Aashish Upganlawar is a SEBI-registered research analyst with registration number INP000008507. He is also the founder of the InvesQ.
What are the services offered by InvesQ Investment Advisors?
InvesQ Investment Advisors provides portfolio management and investment advisory services.
Is Aashish Upganlawar a BSE Administration and Supervision Limited (BASL) Member?
Yes. Aashish Upganlawar is a BASL member with membership number 1167.
