About Expertise Authority Domains Startups Strategic Partners Services Contact Call Now
←  Back to Home
Home  /  About
About

About Abhishek Aggarwal, CFP

Founder & CEO of Grivaa Capital — an independent financial knowledge partner. I train AMC & wealth teams, run corporate financial wellness programs, mentor finance careers, and advise founders. 500+ sessions delivered. Zero product bias.

Explore Services Contact
The Story

Most Trainers Teach from Textbooks. I Teach from a Live Portfolio.

I have spent 15+ years in Indian and US markets since 2008 — not as an observer, but as a practitioner who deploys real personal capital. That live, hands-on experience is what I bring into every room.

As Founder & CEO of Grivaa Capital, my work is deliberately independent and conflict-free: zero product distribution, zero commissions, no product-pushing. The goal is to build genuine investor thinking — inside AMC and wealth teams, inside corporate workforces, and inside the next generation of finance professionals and founders.

Across 500+ sessions, I have trained institutional teams, mentored 2,000+ students into roles at firms like Goldman Sachs and Nomura, and advised founders on fundraising, due diligence and pitch decks.

Abhishek Aggarwal, CFP — Founder & CEO, Grivaa Capital, New Delhi
Credentials

Numbers That Command Trust

15+
Years in Markets
Indian & US markets since 2008
500+
Institutional Sessions
Wealth firms, AMCs, corporates
₹10Cr+
Capital Deployed
Live personal portfolio, real skin in the game
₹100Cr+
AUM Influenced
Trained distributor networks
2,000+
Participants Mentored
IITs, IIMs, Goldman, Nomura placements

Regulatory Certifications

1
CFP Certification
Global Gold Standard — FPSB USA (2022)
2
NISM X-A & X-B
Investment Adviser Level 1 & Level 2
3
NISM Series V-A
Mutual Fund Distributor (2024)
4
No Product-Pushing
Conflict-free, education-first model
I don't sell products. I build investor thinking — so teams make decisions, not just transactions.
— Abhishek Aggarwal, CFP
What I Do

Five Ways I Partner

Every engagement is practitioner-led, research-driven and product-neutral — designed for immediate application.

Institutional & AMC Training

Sharper teams, honest explanations.

Behavioral Finance & HNI Retention

Clients exit on emotion, not data.

  • Investor psychology & drawdown communication
  • For PMS, AIF & private wealth teams
  • Explore program →

Corporate Financial Wellness

From salary confusion to clarity.

  • Salary-to-wealth, tax, EMI, ESOPs, retirement
  • Batch sessions for 50–500 employees
  • Explore program →

CFA Coaching & Career Mentorship

Skill, not just a certificate.

  • CFA coaching + real analytical skill
  • Career roadmap for finance professionals
  • See mentorship →

Startup Advisory & Founder Studio

Clear thinking raises capital.

  • Fundraising readiness & pitch deck curation
  • Equity-aligned founder collaboration
  • Build with me →

Independent, Conflict-Free

Zero product bias, always.

FAQ

About Abhishek Aggarwal

Who is Abhishek Aggarwal?

Abhishek Aggarwal, CFP, is the Founder & CEO of Grivaa Capital and an independent financial knowledge partner based in New Delhi, India. He trains AMC and wealth-management teams, runs corporate financial wellness programs, mentors finance professionals, and advises startup founders.

What does Abhishek Aggarwal do?

He delivers conflict-free, research-driven financial education: AMC & mutual fund team training, behavioral finance & HNI retention training, corporate financial wellness programs, CFA coaching & career mentorship, and startup advisory & pitch deck curation.

What are Abhishek Aggarwal's qualifications?

He is a Certified Financial Planner (CFP, FPSB USA) and holds NISM Series X-A & X-B (Investment Adviser Level 1 & 2) and NISM Series V-A (Mutual Fund Distributor) certifications, with 15+ years in Indian and US markets.

Where is Abhishek Aggarwal based?

He is based in New Delhi, India, and works with institutions, corporates and founders across the country.

Is the work product-neutral?

Yes. All engagements are education-first and conflict-free — zero product distribution, zero commissions and no product-pushing agenda.

Let's Build Investor Thinking

Whether you lead a team, an HR function, or a startup — let's design the right engagement.

Book a Discovery Call WhatsApp Me
Explore moreHome  ·  Corporate Financial Wellness  ·  Behavioral Finance & HNI Retention  ·  Build With Me / Founder Studio