About Investment Bandhu

Who We Are

Investment Bandhu is your dedicated partner in financial education and empowerment. Founded in bustling New Delhi, with a strong presence in Lucknow, we’ve built a bridge connecting India’s analytical rigor with global financial insights—serving an ever-growing audience of individuals, professionals, and families aiming for financial success, particularly in the U.S. market.

Guided by our core philosophy of “Knowledge. Clarity. Trust.”, we cut through the noise to bring unbiased, actionable financial guidance you can count on—whether you’re planning your first investment, managing a portfolio, or seeking cross-border strategies.

Our Story & Values

Born out of a passion for democratizing financial wisdom, Investment Bandhu began as a small blog from a crowded Lucknow home-office. Our founding team saw the confusion and misinformation flooding online financial spaces—especially for NRI and U.S.-based readers. Today, we’re a diverse editorial team focused on clarity, transparency, and service over hype.

  • Integrity: We never accept hidden sponsorships or let advertising influence our content.
  • Empathy: We understand real financial challenges—our writers have lived them.
  • Education: We break down even the most complex ideas into digestible learning moments.

Editorial Standards

Every article goes through a rigorous multi-stage review:

  • Fact-checking and citing credible, up-to-date sources.
  • Peer-review by at least two domain experts.
  • Full disclosure of any conflicts of interest or sponsored relationships.
  • Regular reevaluation and updating to meet evolving U.S. and Indian financial regulations.

Our content is designed to be beginner-friendly yet comprehensive—including in-depth guides, expert interviews, unbiased product comparisons, and tailored advice for both U.S. and NRI audiences.

Meet the Team

1. Rohan Malhotra | CFA, MBA

Lead Financial Analyst & Chief Content Editor
With 15+ years across major banks (including Citi and HDFC), Rohan oversaw portfolios exceeding $200 million and led research teams driving client returns in changing markets. Beyond his CFA® Charter and MBA from IIM Ahmedabad, Rohan is passionate about demystifying investing for first-time savers. He volunteers as a guest lecturer at Indian B-schools and believes that financial literacy is the greatest equalizer.

2. Meera S. Patel | CFP®, M.Com

Senior Personal Finance Specialist
Meera has spent over a decade helping families plan their futures. After earning her CFP® and M.Com, she led the financial wellness initiative at a nationwide NGO, guiding over 2,500 women and first-generation investors. Her knack for simplifying tax law and savings plans is legendary among clients and readers alike, and her columns have appeared in “Outlook Money” and “ET Wealth.”

3. Alex Thompson | CPA (USA), BBA

Tax Advisor & Cross-Border Compliance Writer
Alex brings 12 years’ expertise from Big Four auditing and tax roles in Dallas and New York, with in-depth knowledge of U.S. and expat tax planning. As a frequent webinar host for cross-border entrepreneurs, he’s advised dozens of Indian-American startups and authored guides for navigating FATCA and dual taxation. When not writing, Alex is an advocate for global financial literacy for college students.

4. Shalini Verma | SEBI RIA, PGDFM

Investment Writer & Regulatory Expert
A SEBI Registered Investment Advisor, Shalini’s 10-year journey includes stints at two Mumbai-based brokerage firms and nearly 400 published investment research reports. She consults on SEBI and U.S. SEC compliance, regularly trains other advisors, and loves simplifying the regulatory landscape for new investors. She also runs a weekend podcast on sustainable investing for Indian and NRI audiences.

5. Dr. Mark Roberts | Ph.D. Economics, MA, FRM

Contributing Market Economist & Risk Specialist
With a doctorate from Stanford, Mark integrates academic rigor and street-level insight. He’s consulted for several Fortune 500 firms on macro strategy, published in the “Journal of Financial Economics,” and helps our readers interpret complex global market trends. Mark prides himself on turning economic headlines into practical steps investors can actually use.

Why Trust Investment Bandhu?

1. Unwavering Commitment to Transparency and Ethics

  • We fully disclose all affiliate partnerships, sponsorships, and endorsements in clear, easy-to-find locations on our website—never hidden or ambiguous.
  • Our editorial decisions are independent and free from advertiser influence, ensuring you receive unbiased and impartial financial information.
  • We openly share our terms, privacy practices, and disclaimers so you always know how your data is handled and what you can expect.

2. Industry-Recognized Expertise and Credentials

  • Our team features certified professionals including CFA® charterholders, CFP® designees, SEBI Registered Investment Advisors, CPA license holders, and PhD-level economists, delivering a broad spectrum of specialist knowledge and perspectives.
  • Collectively, our writers and editors bring decades of experience in banking, asset management, tax, compliance, and financial research.
  • We continuously invest in professional development to remain at the forefront of evolving regulations, market conditions, and financial innovations.

3. Rigorous Editorial and Fact-Checking Process

  • Every article undergoes multiple rounds of meticulous editing and fact verification by domain experts to eliminate errors and maintain strict accuracy.
  • Content is regularly reviewed and updated to reflect the latest market data, legal requirements, and best practices.
  • We prioritize sourcing from reputable and authoritative financial institutions, official regulatory bodies, and peer-reviewed research.

4. Commitment to User Education and Empowerment

  • We don’t just deliver information; we endeavor to deepen your financial literacy and confidence by explaining complex topics in simple, actionable language.
  • Interactive tools, webinars, video tutorials, and reader Q&A sessions empower you to make informed decisions tailored to your unique goals.
  • We foster a community environment—your feedback, questions, and content suggestions directly shape our future offerings.

5. Strict Data Privacy and Security Standards

  • We adhere to stringent data protection policies compliant with Indian and U.S. regulations, securing your personal information with industry-standard encryption and access controls.
  • Our Privacy Policy is transparent, accessible, and updated regularly to keep you informed about your rights and our practices.
  • You have easy-to-use options for managing data preferences, cookie settings, and subscription choices.

6. Reputation Verified by Readers and Industry Peers

  • Investment Bandhu has earned a loyal and growing community of readers who trust us as their go-to financial resource.
  • We are proud to be recognized by financial educators, advisors, and respected industry publications, underscoring our credibility and reliability.
  • Our transparent approach fosters accountability, which is reflected in consistently positive user feedback and engagement metrics.

7. Adherence to Google’s E-E-A-T and Compliance Guidelines

  • We embrace Google’s principles of Experience, Expertise, Authoritativeness, and Trustworthiness (E-E-A-T), showcasing genuine author profiles and verified credentials.
  • Our content fully complies with current FTC and Google requirements for affiliate disclosures, financial advice disclaimers, and AI content transparency.
  • This commitment ensures you receive responsible, high-quality advice that ranks reliably and is prioritized for your benefit.

8. Independent Advisory Board Oversight

  • To maintain editorial impartiality and outstanding quality, we regularly consult an independent advisory board comprising recognized experts in finance, legal compliance, and industry best practices.
  • Their reviews and feedback strengthen our content governance and keep our guidance balanced, current, and trustworthy.

9. User Testimonials & Success Stories

  • We publish verified testimonials and anonymized case studies—shared with explicit consent—to illustrate how Investment Bandhu has helped readers make smarter financial decisions.
  • All testimonials are genuine and rigorously verified; we never manipulate or curate user feedback for marketing purposes.

10. Commitment to Accessibility and Inclusion

  • Our website is designed for maximum accessibility, complying with global WCAG standards to ensure usability for people with disabilities.
  • We use inclusive language throughout our content and provide diverse examples so all readers—regardless of background or financial literacy level—feel welcomed and represented.

11. Crisis Response and Community Support

  • During economic uncertainties, regulatory shifts, or market crises, we prioritize rapid, clear updates and actionable advice to help our community navigate challenges effectively.
  • We offer special webinars, live Q&A sessions, and curated resources to provide timely support when it matters most.

12. Ongoing Legal and Regulatory Review

  • Our legal and compliance teams continuously audit our policies, disclosures, and content to ensure alignment with evolving Indian, U.S., and global legal requirements.
  • We inform readers promptly of any material changes in our policies or procedures to maintain transparency and trust.

Investment Bandhu stands as a beacon of dependable financial guidance. Our layered approach to trust combines certified expertise, editorial rigor, transparent practices, and community engagement—all designed to empower you on your financial journey with confidence and clarity.

Get in touch:
Have questions or need personalized guidance? Reach us at bandhuinvestment@gmail.com or visit our offices in New Delhi or Lucknow. You can also connect via our Contact Page.

Explore more on our Disclaimer, Privacy Policy, and Terms and Conditions.

Scroll to Top