Priyanshu Gandhi

Captain
DISC Type : DS

Industrial Trainee at Care Insurance

Delhi, Delhi, India

Overview

Priyanshu is an AI and Finance storyteller who creates high-trust LinkedIn content for fintech, SaaS, and BFSI brands. A CA Finalist and SEBI-NISM Certified Research Analyst, he specializes in turning complex insights into lead-generating content. Colleagues describe him as reliable, dedicated, and methodical.

He is passionate about making finance accessible, which led him to found FinEdge - Wealth Circle, a platform focused on data-driven insights and practical strategies for investors. His content often breaks down complex topics like inflation and investing into simple, understandable concepts.

He spearheaded a project that converted a 4-day manual finance workflow into a 4-minute automated process using AI.

Personality Overview

Output-Driven

Planner & Achiever

Long-Term Thinker

They are very professional in their approach and can weigh multiple perspectives together.  They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

AI in Finance
Builds his professional brand around the intersection of AI and finance, creating content and implementing AI-powered automation solutions in corporate finance settings.
Content Marketing
Focuses on creating content that generates leads, not just vanity metrics, for B2B brands in the fintech and SaaS sectors.
Financial Literacy
He founded FinEdge - Wealth Circle and creates educational content to simplify complex financial topics like inflation and market analysis for a broader audience.

Media Appearances

Priyanshu has no verified media appearances

Work History

9-2025
Industrial Trainee at Care Insurance
7-2025
Content Creator at LinkedIn
7-2025
Founder at FinEdge - Wealth Circle
1-2025 - 8-2025
Executive Assistant at LegalEase Corporate Consultants
10-2024 - 12-2024
Article Assistant at LegalEase Corporate Consultants

Education

8-2021 - 5-2024
Bachelor of Commerce - BCom hons from Hansraj College, Delhi
Intermidiate from The Institute of Chartered Accountants of India

More Information

Social Presence :

Prographics :

Exp : 1 Location : Delhi, Delhi, India Job Level : Leadership Designation : Industrial Trainee at Care Insurance
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Insights For Selling To Priyanshu

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't go over them unless you are left with no other option
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Priyanshu is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Priyanshu

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Priyanshu move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Priyanshu take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Priyanshu

Personality Compatibility


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