Uddeshya Goel, CFA in

Uddeshya Goel, CFA

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Financial Advisor at Empirica India
📍 Delhi, India

Uddeshya Goel is a Financial Advisor at Empirica Indi with 7 years of experience advising high-earning professionals and family offices, managing assets of over ₹42 Cr. A CFA Level 3 candidate and graduate of Hansraj College, he specializes in a diverse range of asset classes including alternative investment funds and unlisted shares.

Outside of his core financial advisory role, Uddeshya has explored content creation as a Creator at "The-Culture" and has a keen interest in product management, having completed a specialized course at GrowthX®. His certifications show an interest in the application of behavioral economics to finance, blending psychology with investment strategy.

Unique fact: Uddeshya has co-authored and published articles on economic policy in major national newspapers, including The Financial Express and The Hindu Business Line.

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Experience
6 Years
Current Role
Financial Advisor
Location
Delhi, India
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Uddeshya cares about

Wealth Management
Advises high-earning individuals and family offices on portfolio growth, managing assets worth over $4. 9 million.
Market Analysis
Actively shares his analysis on market consolidation, specific sector performance like FMCG, and global market trends.
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Career

Work history

11-2018
Financial Advisor
Empirica India
9-2024
Creator
The-Culture
4-2023 - 8-2024
Chief of Staff (Finance)
Wholsum Foods (Slurrp Farm and Millé)
12-2021 - 4-2023
Seed Fund Specialist
Invest India
2-2021 - 3-2022
Researcher
Entry-India
In the press

Media appearances

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Education
1-2022 - 11-2022
CFA Level 3
CFA Institute
5-2022
FRM Level 1
Global Association of Risk Professionals (GARP)
6-2024
Product Management
GrowthX®
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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