Headline

Motilal Oswal | Wealth Manager | Co-Founder @ Career Pandit | Bloomberg Global Trading Challenge #1 India, #4 World

About

Most retail traders don't lose money because of bad strategies. They lose because of what happens after a loss - or after a win. After 6+ years advising 2,000+ equity clients at Motilal Oswal, I've seen the same patterns repeat: revenge trades after a stop-out, doubling down on a conviction that's already wrong, FOMO entries at the top. The strategy was fine. The behaviour wasn't. That observation is now the core of everything I build - from our edtech venture Career Pandit to @bromoney_mymoney on Instagram, where I translate this for the self-taught F&O trader who doesn't yet know the problem is psychological. If you're building in the fintech or financial education space and want to compare notes - or if you're a trader who's tried everything except looking at how you trade - let's talk. DM to book your free 20-minute consultation call!

Location

Bengaluru

AI stack

claude code

claude

codex

gemini

meta

openai

Work experience

Co-Founder at Career Pandit Edu Tech Pvt Ltd., Jun 2025 - Present · 1 yr 4 mos, Bangalore Urban, Karnataka, India, • Co-founded an edtech venture focused on career guidance and professional education. • Oversee financial strategy, planning, and operations; manage fundraising groundwork and financial modelling. • Drive cross-functional decisions bridging product, growth, and finance to support early-stage scaling.

Founder at bromoney_mymoney (Instagram), May 2025 - Present · 1 yr 5 mos, Remote, • Built and operate a finance-focused Instagram account translating complex market concepts into accessible, high-engagement content for retail investors. • Produce Hinglish-format video scripts and English-only captions; maintain a consistent editorial voice bridging institutional finance insight and retail audience relatability. • Leverage organic audience growth as a zero-cost distribution and user-acquisition channel.

Business Partner at Motilal Oswal Financial Services Ltd, Dec 2020 - Present · 5 yrs 10 mos, Ahmedabad, Gujarat, India, • Manage and grow a book of 2,000+ equity clients, providing personalised portfolio advisory and execution across equity stocks, ETFs, and mutual funds. • Monitor portfolio health and drive proactive rebalancing conversations; guide clients through market cycles. • Apply direct, ground-level observation of retail investor behaviour — including post-win overconfidence, revenge trading, and loss-aversion bias — to frame more effective advisory interactions. • Modelled and scaled sub-broker brokerage income across client cohorts, including derivatives (options) client onboarding and ongoing P&L tracking.

Education

MCom International Finance, International Finance, Christ University, Bangalore

B.Com, Business Administration and Management, General, H.A. College of Commerce

Public links

bromoney.ai: https://bromoney.ai/