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Gold Path Investment Group
Gold Path Investment Group, LLC is an investment advisory firm that provides wealth management and financial planning services. It works with business...
Overview
Gold Path Investment Group, LLC is an investment advisory firm that provides wealth management and financial planning services. It works with business owners, corporate professionals, immigrants, healthcare professionals, and other high net-worth individuals to help them realize short and long-term financial goals. Every client relationship is based on the principles of integrity, respect, and collaboration.
General information
Firm type
RIA
Year founded
2023
Principals
Kunal Gupta
CFA — CEO and Founder
Trisha Nagre — Director
Data Analytics Strategy
Harshil Agrawala — Director
Business Strategy
Paul McCandlish — Business Development Intern
Frequently asked questions
How does Gold Path Investment Group source proprietary deal flow?
Gold Path Investment Group has no publicly available description of its deal sourcing model. It is not known whether the firm relies on direct origination, co-investment networks, fund commitments, or intermediary introductions. The absence of any website or media presence means its sourcing strategy cannot be evaluated from public sources.
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