Director (non-Executive) & Chief Investment Officer · Avendus Wealth Management Private Limited
Kaushal K. Aggarwal
CRD 5663280 · Named on Form ADV at one SEC-registered adviser
At a glance
Avendus Wealth Management Private Limited, an SEC-registered broker-dealer firm based in Mumbai, India with $2.0 billion in regulatory assets, lists Kaushal K. Aggarwal on its Form ADV as Director (non-Executive) & Chief Investment Officer, a control person.
Firms and roles
- Avendus Wealth Management Private LimitedDirector (non-Executive) & Chief Investment OfficerBroker-dealer firm · Mumbai, India · $2.0B in regulatory assets
AtlasMembers
Kaushal’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Gaurav J. DeepakDirector (non-Executive), Avendus Wealth Management Private Limited
- Palak FuriaChief Compliance Officer, Avendus Wealth Management Private Limited
- Apurva ShaijwaniManaging Director & CEO, Avendus Wealth Management Private Limited
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kaushal’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.