Gorakh Kadam

N/A

Registered Investment Advisor

Service Location

Pune

Professional Licenses

SEBI RIA

#INA000000441

Fee Based Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a hybrid structure, offering professional advisory services for a fee, while often providing integrated execution services that may involve separate distribution arms.

Contact Information

Address

S 86, Destination Centre, Nanded city, Sinhgad Road, Pune - 411068.

Website

https://gorakhkadam.com/

Client Focus & Services

Best suited for

Investors seeking fiduciary advice with legal obligation to act in their best interests. High-net-worth individuals, families, and institutions looking for comprehensive wealth management, portfolio construction, and ongoing investment guidance under strict regulatory oversight.

Problems solved

Portfolio underperformance, lack of investment strategy, regulatory compliance concerns, fiduciary duty assurance, complex portfolio management, succession planning, risk management, systematic rebalancing, performance evaluation, tax-efficient investing.

What this advisor does NOT do

This advisor does not offer independent investment products outside their platform. They do not provide guaranteed returns or fixed-income promises. They do not offer tax return preparation or legal document drafting. They do not provide daily market speculation or short-term trading strategies. Distribution arm products may involve separate compensation.

About Gorakh Kadam

Gorakh Kadam boasts over 15 years of in-depth expertise in equity research and a profound understanding of financial advisory principles. Graduating from Symbiosis College, Pune, and holding a postgraduate degree from Pune University, Gorakh also possesses an Accounting Technician certificate from the Institute of Chartered Accountants of India. Furthermore, he holds membership in ARIA, the Association of Registered Investment Advisers.

His practice is firmly rooted in core values including simplicity, clarity, understanding, trust, commitment, and diligent effort, all aimed at serving the best interests of his clients.

Gorakh adopts a comprehensive approach to address client needs, encompassing all facets of insurance and investments within his advisory framework. He specializes in offering personalized investment solutions tailored to meet individual client objectives within specified time frames, ensuring a holistic and suitable financial plan.

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