A complete list of active advisors currently associated with Golkonda Investment Advisors

Warmer can help you find a great advisor at Golkonda Investment Advisors or one who fits your needs even better.

Golkonda Investment Advisors serves individual clients, including high‑net‑worth individuals, families, and trusts, by providing per‑engagement financial planning and non‑discretionary investment advice on a fee‑only basis. The firm is an initial filer and has not yet begun advisory operations or taken custody of client assets. The firm's recommendations are tailored to each client's goals and typically emphasize diversified, long‑term portfolios using low‑cost vehicles such as ETFs and index funds, informed by both fundamental and quantitative analysis. Advice is delivered as a written engagement product; the firm does not place trades, accept trading or custody authority, or provide ongoing portfolio monitoring. Noteworthy features include offering standalone financial planning engagements and charging fixed, flat fees per engagement—an arrangement that is uncommon among firms in this registration category. The firm’s principal holds advanced quantitative credentials (CFA and CQF) and discloses full‑time employment as head of portfolio construction at a financial‑technology firm; the advisory practice also does not act as a private fund adviser or participate in wrap programs.

To learn more about the advisors currently working at Golkonda Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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