Saurabh Bajaj

Critic
DISC Type : C

Founder & CEO at Nidhi Investments

Mumbai, Maharashtra, India

Overview

Saurabh Bajaj is an accomplished entrepreneur, founding both Nidhi Investments, a wealth management firm, and Knowledge Circle, a soft skills training institute. An alumnus of NMIMS with an MBA in Finance, his background includes roles as a Risk Analyst at JPMorgan Chase. He is also a certified Financial Risk Manager (FRM).

Beyond his professional endeavors, Saurabh is a motivational speaker, author, and a dedicated Bhagvad Geeta Coach. He integrates spiritual wisdom with practical life skills, often appearing on TV and radio to discuss investments and personal development. He also holds certifications in Child Psychology and Relationship Counseling, reflecting a deep interest in personal growth.

He uniquely combines his financial acumen with ancient spiritual texts to teach wealth creation and life management.

Personality Overview

Critic

Precise

ROI Driven

They don’t appreciate bells and whistles unless backed by data.  They choose to analyze logically and value facts to emotions. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Wealth Management
As the Founder & CEO of Nidhi Investments, he specializes in financial consultancy, investment planning, and wealth management for a global clientele.
Spiritual Philosophy
He is a recognized Bhagvad Geeta Coach, using its teachings to guide individuals in business, finance, and life skills, and has received awards for this work.
Financial Education
Passionate about investor education, he has authored books like the "Nidhi Yearbook" and runs a blog with a readership spanning over 90 countries.

Media Appearances

ABOUT OUR CEO - Nidhi Investments. Featured in Nidhi Investments (official website)

See Now

Work History

8-2009
Founder & CEO at Nidhi Investments
8-2009
Chief Mentor at Knowledge Circle
6-2007 - 7-2009
Risk Analyst at JPMorgan Chase

Education

2005 - 2007
MBA from SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
1999 - 2003
Bachelor of Engineering (B.E.) from Nagpur University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Mumbai, Maharashtra, India Job Level : Leadership Designation : Founder & CEO at Nidhi Investments
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Insights For Selling To Saurabh

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Be ready for penetrating questions and critical examination of your pitch
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Do not use very emotional or colorful language
  • Don’t try too hard to build a relationship with them
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Saurabh is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Saurabh

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Saurabh move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Saurabh take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Saurabh

Personality Compatibility


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