By education, he is a technologist and a management graduate. He has started his career in 1999 in insurance sector in India’s financial hub Mumbai and later on got the exposure of comprehensive financial planning using Mutual Fund and Insurance. He has got the opportunity to work for an MNC Asset Management Company, ING Investment Management. He was given the responsibility to head institutional / corporate clients of Gujarat. In the year 2009, ING launched PMS products and got exposure of selling PMS for Gujarat HNIs.

In the year 2014, he joined with Motilal Oswal Asset Management Company and was responsible for expanding distribution of PMS Products in Gujarat. He was instrumental in giving training to distributors and relationship managers across the channel partners for promoting PMS products and its benefits to end clients. He got exposure of equity market learnings and wealth creation studies from Raamdeo Agrawal who co-founded with Motilal Oswal in 1987

He, in the year 2017, joined with ASK Investment Managers in Gujarat. He was the first employee for managing business for ASK Investment Managers from Gujarat. He expanded the distribution of ASK PMS Products to major towns and cities of Gujarat and trained distributors and relationship managers for having PMS exposure to their clients. In his role, he got the opportunity to accompany Shri Bharat Shah who is Executive Director for ASK, for many client engagements and seminars. He learnt the “Quality Investing” from Bharatbhai who is known for his excellence in client management for long term wealth creation.

With a vision to take the benefits of these learnings from two giant equity companies, Motilal Oswal AMC and ASK Investment Managers, Bhagirath founded “AB Global Wealth” with the vision of reaching out to HNI and Super HNI for benefiting them in their wealth management and creation process.