Manik Mahajan
Mumbai, December 23, 2025: InvestYadnya.in, India’s leading personal finance and financial planning platform, recently announced the appointment of Manik Mahajan as Co-founder & Chief Business Officer (CBO). This strategic leadership addition comes as the company accelerates its mission to democratize wealth creation through transparent, research-backed financial solutions.
InvestYadnya.in is one of the few invest-tech platforms in India operating on a pure fixed-fee advisory model, ensuring unbiased financial planning and pocket-friendly equity and mutual fund research firmly aligned with investors’ interests.
Speaking on his appointment, Manik Mahajan said, “I’m thrilled to join InvestYadnya.in at this pivotal stage. My mission is to translate our vision of democratizing wealth creation into tangible market leadership while staying true to our investor-first values.”
Welcoming Manik to the leadership team, Parimal Ade, Founder of InvestYadnya.in, shared: “Manik’s commercial depth comes at the perfect time. As we expand our product ecosystem and prepare for our next growth phase strengthening leadership and scaling our advisory reach Manik’s experience will be central. His philosophy aligns seamlessly with our transparent, fixed-fee model and our ambition to become one of India’s most trusted invest-tech institutions.”
In his new role, Manik will lead InvestYadnya’s commercial strategy with full P&L ownership, drive revenue growth, and strengthen go-to-market execution. He will build strategic B2B partnerships, enhance operational efficiency, and lead Sales, Strategy, and Marketing while elevating the company’s brand with investors, media, and regulators.
Founded in Pune, InvestYadnya.in is a SEBI Registered Advisor and Research Analyst. It has emerged as one of India’s most trusted platforms for personal finance, equity research, and financial planning. The company offers SEBI-registered advisory services, proprietary stock and mutual fund research, financial planning tools, and education-led products—all built on transparency and investor welfare.
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