Pune/Mumbai — InvestYadnya has announced the appointment of Manik Mahajan as its Co-founder and Chief Business Officer (CBO), strengthening the leadership team as the personal finance platform moves into its next phase of growth.
The appointment comes as InvestYadnya.in scales its efforts to make wealth creation more accessible through transparent, research-backed financial solutions. The platform operates on a fixed-fee advisory model to remove conflicts of interest and keep financial advice aligned with investor goals.
Commenting on his new role, Mahajan said he was excited to join the company at a crucial stage of its journey. “I’m thrilled to be part of InvestYadnya.in at this pivotal moment. My focus will be on turning the vision of democratizing wealth creation into strong market leadership, while staying firmly committed to investor-first values,” he said.
Founder Parimal Ade welcomed Mahajan to the leadership team and highlighted the timing of the appointment. He noted that as the company expands its product offerings and prepares for its next growth phase, strengthening leadership and scaling advisory reach are key priorities. “Manik’s commercial experience and strategic depth come at exactly the right time. His approach aligns well with our transparent, fixed-fee philosophy and our goal of building one of India’s most trusted invest-tech platforms,” Ade said.
As CBO, Mahajan will oversee InvestYadnya.in’s commercial strategy and take full responsibility for revenue and profitability. His mandate includes driving growth, strengthening go-to-market execution, building strategic B2B partnerships, and improving operational efficiency. He will also lead sales, strategy, and marketing efforts and work to enhance the company’s engagement with investors, the media, and regulators.
Founded in Pune and registered with SEBI as both an investment advisor and research analyst, InvestYadnya.in has built a reputation for transparency, investor education, and unbiased financial planning. With Mahajan joining the leadership team, the company aims to further strengthen its presence in India’s evolving invest-tech landscape.
