Tailwind, Digital Portfolio Management Services: About Us
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Know Our Vision & Mission

Our Vision is to become the place an investor thinks of when they think of investments.

Our Mission is to make financial decisions easier while striving to provide the most comprehensive offerings which are completely digital and secure while providing the best customer service

Learn Our History

2016

Early beginnings in the investment industry as IFA

2019

Created ‘Tailwind’ as a platform to cater to Mutual Funds investors

2020

First Mobile App Launched in our leap towards becoming a ‘phy-gital’ company

2022

Took the next big leap towards becoming a full stack investment platform by adding Global Investing & Venture Capital along with a completely new look digital app

Meet Our team

Rishabh Goel
Founder, CEO

Industry Experience: 5 Years

Serial enterpreneur, started as an IFA winning multiple awards being in the industry for over 5 yrs with experience of managing over 300 investor portfolios

Vivek Goel
Co-Founder, Co-CEO

Industry Experience: 5 Years

Previously working with Kotak Wealth managing $1Bn+ in UHNI portfolios, he is a MBA in Finance from IIM Lucknow, a qualified CA and a certified FRM.

Twinkle Goel
Head, Business Development

Industry Experience: 5 Years

Masters in Corporate Finance from Cass Business School, London with previous experience in Credit & Market Risk working at Morgan Stanley

Vimal Singhania
Head, Equity Research

Industry Experience: 35 Years

A qualified CA, has been active in research and portfolio management over more than 2 decades having seen multiple market cycles

Vikas Goel
Chairman of the Board

Industry Experience: 35 Years

Practising Chartered Accountant with extensive experience in Strategy, Advisory and Finance across multiple industries

Shashi Bhargava
Technical Director

Industry Experience: 35 Years

IITian with large part of the career being in the fin-tech part of the industry heading tech teams

Wanted To Know About Us?

Write to us on support@tailwindfin.com

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