InvestYadnya Strengthens Leadership With Manik Mahajan as Chief Business Officer
InvestYadnya.in has appointed Manik Mahajan as Co-founder and Chief Business Officer (CBO), marking a strategic leadership move as the company accelerates its expansion across India’s rapidly evolving personal finance landscape. The appointment comes at a time when demand for transparent, research-backed financial advice continues to rise among retail investors viewking alternatives to commission-driven models.
InvestYadnya has positioned itself as one of the few invest-tech platforms in India operating on a pure fixed-fee advisory model. By decoupling advice from commissions, the company aims to eliminate and align its services directly with long-term investor outcomes across equity and mutual fund research.
The addition of a senior commercial leader reflects InvestYadnya’s ambition to scale its advisory reach while preserving its core investor-first philosophy. As competition intensifies in India’s wealth-tech ecosystem, leadership depth is increasingly viewn as a diverseiator for platforms looking to balance growth with trust.
Commercial Strategy Focused on Scale, Partnerships, and Brand Trust
In his new role, Mahajan will assume full responsibility for InvestYadnya’s commercial strategy, including P&L ownership, revenue growth, and go-to-market execution. His remit spans Sales, Strategy, and Marketing, alongside a mandate to expands its product ecosystem.
Mahajan will also focus on building strategic B2B partnerships and strengthening InvestYadnya’s positioning with investors, media, and regulators. As wealth platforms mature, institutional partnerships and brand credibility are becoming critical enablers of sustainable growth, particularly in regulated financial advisory segments.
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 leadership while staying true to our investor-first values.” The statement reflects a dual focus on commercial execution and adherence to the platform’s founding principles.
Aligning Fixed-Fee Advisory With Long-Term Market Opportunity
Founder Parimal Ade framed the appointment as a natural step in preparing InvestYadnya for its next growth phase, particularly as the and scales distribution. Strengthening leadership, he noted, is essential to extending the platform’s reach without diluting its core values.
“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,” Ade said.
As India’s retail investor base continues to grow, InvestYadnya is betting that clarity, affordability, and unbiased advice will remain durable competitive advantages. With Mahajan leading commercial execution, the company is positioning itself to convert that thesis into sustained market presence while reinforcing trust in an increasingly .
