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Saurabh Bajaj
Chief Investment Planner

About me

  Member Since : 28 November 2011  (Mumbai)


Prof. Saurabh Bajaj is an Author, Mentor, Motivational Speaker and Wealth Planner. He has done his MBA from Narsee Monjee Institute of Management Studies (NMIMS) Mumbai, one of the top 10 management institutes in India. He holds the prestigious FRM (Financial Risk Manager) degree awarded by Global Association of Risk Professionals (GARP), USA. Till date, there are less than 15,000 professionals in the world, who have been honored with this degree. He has also been awarded CFGP (Chartered Financial Goal Planner) Certficiation by AAFM (American Academy of Financial Markets).

After his MBA, he joined J P Morgan, the second largest Investment Bank in the world. He has worked with J P Morgan as Risk Analyst for more than two years.


Prof. Bajaj also holds certifications awarded by AMFI (Association of Mutual Funds of India). During his stint at Bombay Stock Exchange, he has handled Investment Management and Treasury operations of the BSE Corpus. He has set up an entrepreneurship venture in the field of Investment Consulting and Wealth Planning under the name “Nidhi Investments” and holds the profile of CEO. The clientele of Nidhi Investments is already into 14 States in India and 6 Countries overseas now.

(Click link to watch Company Profile Video Company Profile Video)

Prof. Bajaj sits as an Investment Expert on the Expert Panel of and He has been awarded the title of “Best Article Writer” by in Jan 2012 and was selected among “Top 5 Technical writers” from all over Indian in Feb 2013. His articles are also published on various other portals like,, etc and prestigious magazines like Elite Gazette, Alumnious etc.  His articles are popular not only in India but 78 Countries over the globe.

Prof. Bajaj has been invited by various TV channels like SPIN TV, CNBC TV18, UTV Bloomberg etc for programs like “Expert Advice”, “What Markets Want?” , “Budget Analysis” etc.

His Success stories have been published by renowned portals like Next Level education (Click here to read article ) and magazines like MFRT 2017.

He has also been invited by prestigious organisations like Rotary Club, Lions’ Club, Rajasthan Mandal, Agroha Vikas Trust, Union KBC MF, Vidyalankar Institute of Technology etc. for Expert Lecture on “Smart Investing”.

Soft Skills has become an inevitable part of every selection process and teaching learning process these days. The students from small towns and tier II cities, in spite of being talented and well equipped with technical skills, are seen struggling in the selection process. This is because of their lack of exposure to these soft skills. Mr. Bajaj has a zeal for training candidates to develop these skills and has been imparting the same on since last two years. This zeal and passion inspired him to set up his own firm called “Knowledge Circle” which aims to train candidates for soft skills.

His trainees profile ranges from Professors and Principals of colleges, Doctors, Bankers, Businessmen, Police Officers, MNC Executives, Chartered Accountants etc.

He has been associated with MSBTE to conduct Soft skills training workshop for the faculties of Polytechnic institutes in Entire Maharashtra (Mumbai region, Pune Region, Aurangabad region and Nagpur region) since last 8 years. He is also associated with ICAI (Institute of Chartered Accountants of India) for training CA students.

He has conducted “Capacity Building Soft Skills workshop for Faculties” at ITI Gunj, ITI Pusad, ITI Digras and ITI Umarkhed. This was the first ever soft skills workshop for faculties in the history of ITI’s in Vidarbha. He was also invited by Shivaji Education Society to conduct similar Soft skills workshops for the faculties of Shivaji Junior College Pusad, Shivaji High School Pusad, Shivaji Vidyalaya Belora and Shivaji Vidyalaya Bhojla. Till date, he has trained 4500+ participants from more than 210 organizations.

He has also trained the relationship managers of HDFC Mutual Fund, Andheri Branch on “Effective Presentation Skills”. He has also been invited at College of Management and Computer Science, Yavatmal, College of Dairy Technology, Warud, B N College of Engineering, Pusad, B D College of Engineering, Wardha, College of Engineering and Technology, Akola, Dr.N.P.Hirani Institute of Polytechnic, Pusad etc. for the Guest lecture on “Developing Interview Skills”. In the pursuance of his fervor to contribute towards the students from Vidarbha, he has ever been supportive for organising developmental programmes for students from Vidarbha. This blog is an initiative towards keeping students and professionals updated in the field of investments and career development.



On the social front, he is associated with Rotary MWE and AVT Youth.

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