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View Avinash Luthria’s full profile. It's free! Your colleagues, classmates, and 500 million other professionals are on LinkedIn. View Avinash’s Full Profile Avinash Luthria’s Activity Summary Investor with 18 years of experience including 12 years of experience as a Private Equity / Venture Capital investor; Fee-Only Financial Planner & Investment Adviser Experience Founder and Fee-Only Financial Planner & Investment Adviser January 2018 – Present • 11 months Bengaluru Area, India https://fiduciaries.in [email protected] SEBI registered Investment Adviser Director - Investments January 2017 – December 2017 • 1 year Bengaluru Area, India Director on the board of Sankalp Semiconductor in 2017 Stakeboat Capital is an independent Private Equity / Venture Capital fund focused on investing in sectors such as (Enterprise / B2B) Technology Principal, Private Equity April 2015 – December 2016 • 1 year 9 months India Private Equity investor in Suryoday Small Finance Bank Ltd responsAbility is an independent finance-first impact investment fund which USD Public profile badge Include this LinkedIn profile on other websites Avinash Luthria Founder and Fee-Only Financial Planner & Investment Adviser at Fiduciaries Fiduciaries View profile View profile badges Search by name Over 500 million professionals are already on LinkedIn. Find who you know. First Name Last Name Example: Jeff Weiner Learn new skills with online courses Transitioning to Product Management Viewers: 4097 Finance Foundations Viewers: 107968 Simplifying Business Processes Viewers: 25438 View all online courses Avinash Luthria Founder and Fee-Only Financial Planner & Investment Adviser at Fiduciaries Bengaluru, Karnataka, India Investment Management Current Fiduciaries Previous Stakeboat Capital, responsAbility Investments AG, Gaja Capital Education Recommendations 3 people have recommended Avinash Luthria 500+ connections See all activity Avinash Luthria shared Are you taking too much equity risk? Decide equity... Decide equity allocation based on your need, capacity and temperament for risk Avinash Luthria posted You can mitigate domestic risks by investing abroad, here's... Avinash Luthria shared 3 Financial Risks to Plan for Before Retiring Some risks... Some risks can’t be mitigated by products as such products almost don’t exist in India Avinash Luthria shared Living with Zero Real Returns Real returns, after-tax,... Fee-only advisor Avinash Luthria warns real i t t t ( ft i fl ti t ) ill b See more Fiduciaries Stakeboat Capital responsAbility Investments AG Sign in Join now

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Page 1: Vie w Avinash Luthria’s full · Vie w Avinash Luthria’s full profile. It's free! Your colleagues, classmates, and 500 million other professionals are on LinkedIn. View Avinash’s

View Avinash Luthria’s fullprofile. It's free!Your colleagues, classmates, and 500 million other professionals are on LinkedIn.

View Avinash’s Full Profile

Avinash Luthria’s Activity

Summary

Investor with 18 years of experience including 12 years of experience as a Private Equity / VentureCapital investor; Fee-Only Financial Planner & Investment Adviser

Experience

Founder and Fee-Only Financial Planner & Investment Adviser

January 2018 – Present • 11 monthsBengaluru Area, India

https://fiduciaries.in [email protected] SEBI registered Investment Adviser

Director - Investments

January 2017 – December 2017 • 1 yearBengaluru Area, India

Director on the board of Sankalp Semiconductor in 2017 Stakeboat Capital is an independent Private Equity / Venture Capital fundfocused on investing in sectors such as (Enterprise / B2B) Technology

Principal, Private Equity

April 2015 – December 2016 • 1 year 9 monthsIndia

Private Equity investor in Suryoday Small Finance Bank Ltd responsAbility is an independent finance-first impact investment fund which USD

Public profile badge

Include this LinkedIn profile on other websites

Avinash LuthriaFounder and Fee-Only FinancialPlanner & Investment Adviser atFiduciaries

Fiduciaries

View profile

View profile badges

Search by name

Over 500 million professionals are already onLinkedIn. Find who you know.

First Name Last Name

Example: Jeff Weiner

Learn new skills with online courses

Transitioning to ProductManagementViewers: 4097

Finance FoundationsViewers: 107968

Simplifying BusinessProcessesViewers: 25438

View all online courses

Avinash LuthriaFounder and Fee-Only Financial Planner &Investment Adviser at FiduciariesBengaluru, Karnataka, India Investment Management

Current FiduciariesPrevious Stakeboat Capital, responsAbility

Investments AG, Gaja CapitalEducation

Recommendations 3 people have recommended AvinashLuthria

500+connections

See all activity

Avinash Luthria shared

Are you taking too muchequity risk? Decide equity...

Decide equity allocation based on your need,capacity and temperament for risk

Avinash Luthria posted

You can mitigate domesticrisks by investing abroad,here's...

Avinash Luthria shared

3 Financial Risks to Plan forBefore Retiring Some risks...

Some risks can’t be mitigated by products assuch products almost don’t exist in India

Avinash Luthria shared

Living with Zero Real ReturnsReal returns, after-tax,...

Fee-only advisor Avinash Luthria warns reali t t t ( ft i fl ti t ) ill b

See more

Fiduciaries

Stakeboat Capital

responsAbility Investments AG

Sign in Join now

Page 2: Vie w Avinash Luthria’s full · Vie w Avinash Luthria’s full profile. It's free! Your colleagues, classmates, and 500 million other professionals are on LinkedIn. View Avinash’s

3 billion of assets under management in Europe. responsAbility invests inemerging economies including India, in sectors such as financial services

Partner

October 2005 – March 2015 • 9 years 6 monthsMumbai Area, India

Partner and one of the five members of the founding team at Gaja Capital Board Observer on the board of TeamLease Services (NSE: TEAMLEASE) from2009 to 2015 Gaja Capital is an independent growth-capital Private Equity firm with USD 400+million (Rs 2,800+ crores) of assets under management. Gaja Capital was thefirst private equity investor in TeamLease Services, RBL Bank and Euro Kids

Transition Manager

March 2004 – October 2005 • 1 year 8 monthsPune Area, India

Transition Manager / Project Manager Certified Project Management Professional (PMP; 2005-2008)

Management Consultant

May 2002 – March 2004 • 1 year 11 monthsMumbai Area, India

TSMG is a Strategy and Operations consulting firm with Non-Tata Group andTata Group clients in sectors such as Telecom and Financial Services

Co-FounderIndiaLawInfoJune 2000 – May 2002 • 2 yearsBengaluru Area, India

Worked part-time at IndiaLawInfo, during a full-time MBA at IIMB IndiaLawInfo was a Legal Services KPO which did legal research for US Lawfirms

Investment Banking Summer Analyst

April 2001 – June 2001 • 3 monthsHong Kong

Summer Analyst in the Investment Banking M&A team focused onTransportation & Logistics companies in Asia

IT Consultant

December 1999 – June 2000 • 7 monthsBengaluru Area, India

E-Commerce division

Programmer

October 1998 – December 1999 • 1 year 3 monthsBengaluru Area, India

E-Commerce & Financial Solutions division

Education

MBA, Finance & Strategy2000 – 2002

Full-time Post Graduate Diploma in Management (PGP) at IIMB

Gaja Capital

Mphasis BPO

Tata Strategic Management Group

J.P. Morgan

MindTree

Wipro

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MBA, Finance & Strategy2001 – 2001

Exchange student for one term at Schulich School of Business, Toronto

Bachelor of Engineering - BE, Computer Science & Engineering1994 – 1998

Financial Planning Standards Board LtdCertified Financial Planner / CFP2018 – 2018

Institute of Chartered Financial Analysts of IndiaCFA (ICFAI) Level 1 / Diploma in Business Finance, Finance1995 – 1998

Part-time course, in parallel with the full-time Engineering course at RVCE

St Joseph's College Bangalore12th, Science1992 – 1994

Skills & Endorsements

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R. V. College of Engineering, Bangalore

Recommendations

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I recommend Avinash highly, he is afocused, intelligent & hardworkingindividual.

Avinash is gifted with abstract thinkingand simultaneously with the ability to seeconcrete solutions. While many consultantscan recommend what should a firm do…

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