Dwarkesh P. Trivedi

  • Financial Services Representative

About Dwarkesh

With a proven track record of more than 15 years in the financial services industry, Dwarkesh has gained the experience to help in being the ultimate asset for you and your loved ones. His experience includes asset and Wealth Management strategies honed at Goldman Sachs for Ultra High Net Worth (UHNW) clients and sovereign institutions. Additionally, he has broad experience investing across multiple products with an understanding of macro trends. His goal is to provide strong client relationship management, business, quantitative, analytical skills to you.

Proud of his roots and heritage, Dwarkesh prides himself on assisting Indian families migrating to the United States, assisting all families in financial strife and helping sports institutions and startups/entrepreneurs. Dwarkesh also helps high net worth international clients. Dwarkesh using his experience managing institutional balance sheets also guides clients and helps procure lending facilities. His main pinpoints when assisting these individuals include education, inheritance, retirement and planning for future expenses.

Outside of work, Dwarkesh enjoys being on the golf course, playing volleyball, and chess, as well as being an avid softball and cricket player. A family man, Dwarkesh enjoys coaching kids in sports and languages. He is also fluent in four languages (English, Hindi, Gujarati and Spanish).


I am licensed to offer products and services in NY. Licenses will vary.
Domiciled in NJ.