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About Unnati Investments
Building wealth, one client at a time — since 2016.
Our Story
Unnati Investments was founded with a single mission: to make professional wealth management accessible, transparent, and deeply personal. Led by Aman Sehgal, a CFP and CFA with over a decade of experience at ICICI Prudential and Kotak, we've helped more than 125 clients build structured portfolios across Mutual Funds, PMS, AIF, Insurance, and Private Equity.
Aman Sehgal
CFP | CFA Level 3
Expert Financial Guidance You Can Trust
With over 10 years of proven expertise in the financial services industry, Aman Sehgal brings unparalleled knowledge and experience to Unnati Investments.
A Certified Financial Planner (CFP) and CFA Level 3 Candidate, Aman is a proud alumnus of Delhi University. With his strong educational foundation and professional certifications, he has built a distinguished career in wealth management. Previously, he served as EX Channel Head at ICICI Prudential AMC and before that as an EX Relationship Manager at Kotak Securities, where he managed substantial portfolios and delivered exceptional results for high-net-worth individuals.
CFP & CFA Level 3
Certified Professional
Delhi University
Proud Alumnus
EX Channel Head
ICICI Prudential AMC
EX Relationship Manager
Kotak Securities
AMFI Registered
Mutual Fund Distributor
"At Unnati Investments, we believe in building long-term wealth through disciplined investing, personalized strategies, and unwavering commitment to our clients' financial success."
— Aman Sehgal, Founder
Why Choose Unnati Investments?
Trust us, your savings are in safe hands
Personalized Financial Roadmaps
Tailored strategies designed to meet your unique financial goals
Unbiased & Research-Driven Advice
Transparent recommendations backed by thorough market analysis
End-to-End Wealth Management
Comprehensive solutions covering all aspects of your financial journey
Consistent Monitoring & Proactive Updates
Regular portfolio reviews and timely insights to keep you informed
We value the trust you place in us. That's why we are committed to maintaining the highest standards for securing transactions and customer confidentiality.