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Behavioral Finance Expert

Dr. Meghna Dangi

PhD CA ICWA Author Senior VP

Bridging three decades of financial expertise with the science of human behaviour — helping investors master the mind behind the money.

🎓PhDBehavioral Finance
📖AuthorBest-selling book
🎓PhD — Behavioral FinanceDoctoral Research Authority
📊CA & ICWAChartered & Cost Accountant
🏫Former DirectorAURO University, Surat
🏆AIMA Bizlab TrainerCertified Trainer
💼Senior VPHaardik Nayak Financial Products

Long-term wealth is not about markets. It’s about mastering your behaviour.

— Dr. Meghna Dangi

21
Years in
Academia
The Story

Where finance meets the human mind

For over 28 years, Dr. Meghna Dangi has lived at the intersection of rigorous financial theory and the unpredictable psychology of real investors. A Chartered Accountant, Cost Accountant, and PhD in Behavioral Finance, she has mentored thousands across financial markets, behavioral finance, and personal finance.

As former Professor and Director at AURO University, Surat, she shaped a generation’s financial thinking — and as Head of the University’s PhD Cell, guided two scholars to their doctorates. Today, as Senior VP in wealth advisory, she translates that depth into clear, practical guidance.

1000+
Students &
professionals mentored
2
PhD scholars
guided to doctorate
15+
Workshops &
training programs
21
Years in
Academia
The Story

Where finance meets the human mind

For over 28 years, Dr. Meghna Dangi has lived at the intersection of rigorous financial theory and the unpredictable psychology of real investors. A Chartered Accountant, Cost Accountant, and PhD in Behavioral Finance, she has mentored thousands across financial markets, behavioral finance, and personal finance.

As former Professor and Director at AURO University, Surat, she shaped a generation’s financial thinking — and as Head of the University’s PhD Cell, guided two scholars to their doctorates. Today, as Senior VP in wealth advisory, she translates that depth into clear, practical guidance.

1000+
Students &
professionals mentored
2
PhD scholars
guided to doctorate
15+
Workshops &
training programs
What She Offers

Areas of expertise

Each engagement draws on three decades of financial expertise blended with the science of human behavior.

01

Wealth Advisory

Personalized investment guidance rooted in behavioral finance — managing not just your money, but the psychology behind it.

02

Behavioral Finance Training

Engaging workshops on cognitive biases, emotional investing, and rational decision-making for professionals and institutions.

03

Corporate Consulting

Strategic guidance helping financial institutions weave behavioral insight into advisory and product design.

04

Academic & Research

Research mentoring, paper presentations, and conference work across behavioral finance and portfolio management.

05

CPE Sessions for CAs

Structured Continuing Professional Education for Chartered & Cost Accountants at ICAI / ICWAI events.

Years Experience
0 +
People Mentored
0 +
Workshops Led
0 +
PhDs Guided
0
11 + 6
Money mistakes & investor types
The Book

The Behavioral
Finance Way

A Simple Guide for Indian Investors to Beat 11 Money Mistakes & Find Your Investor Type

Want to make smarter investments? Start by understanding how your mind influences your money. A simple, practical guide for Indian investors who know the basics but often let fear and greed take control.

11 common mental mistakes — herd mentality, loss aversion, overconfidence & more that hurt your returns.

6 types of investors — understand your own behavior and make better decisions.

Easy strategies — stay calm and make smart choices during market ups and downs.

Insights for women investors & new ways to build your portfolio around how you think about risk.

Watch

The book, in her words

“Long-term wealth creation isn’t just about markets… it’s about mastering your behaviour.”

Investor Psychology

How biases shape your money

Investing isn’t only about numbers — it’s about the mind. Recognizing these patterns is the first step toward disciplined, rational decisions.

📉

Loss Aversion

The pain of losing feels twice as powerful as the joy of an equal gain — pushing investors into fear-driven choices.

“What is comfortable is rarely profitable.” — Robert Arnott
🐑

Herd Mentality

Following the crowd fuels bubbles and crashes. The illusion of group safety often leads to collective loss.

“The four most dangerous words: this time it’s different.” — John Templeton
😨

Fear & Greed

The two emotions that drive markets — overpaying in booms, panic-selling in busts.

“Be fearful when others are greedy.” — Warren Buffett
🔮

Overconfidence

Investors routinely overestimate their ability to predict markets — taking on excess risk.

“The stock market is a device for transferring money from the impatient to the patient.” — Warren Buffett

Anchoring

Clinging to a stock’s old peak price distorts what it’s really worth today.

“The investor’s chief problem is likely to be himself.” — Benjamin Graham
🕰️

Recency Bias

Over-weighting recent events leads to chasing trends at peaks and fleeing at bottoms.

“The biggest risk is not volatility — it’s being out of the market.” — Morgan Housel
Praise

Trusted by industry leaders

A remarkable work bridging financial theory and human behavior — essential reading for every investor.

Mr. Nilesh Shah
MD, Kotak Securities

Dr. Dangi’s insights are transformative — a rare ability to make complex concepts practical.

Mr. Misbah Buxamusa
CEO, NJ India Invest

An authoritative guide that empowers readers to master the psychology of sound investing.

Mr. Krishan Sharma
Franklin Templeton Academy

A proud moment for AURO University — setting the gold standard for behavioral finance education.

Mr. HP Rama
Founder President, AURO University

Brings global relevance to behavioral finance research — scholarly and deeply impactful.

Dr. Alicia Rubio
Professor, U. of Incarnate Word

An exceptional guide that translates behavioral science into lasting financial discipline.

CA Dr. Rakesh Doshi
Founder, Trade Mentor Hub

A remarkable work bridging financial theory and human behavior — essential reading for every investor.

Mr. Nilesh Shah
MD, Kotak Securities

Dr. Dangi’s insights are transformative — a rare ability to make complex concepts practical.

Mr. Misbah Buxamusa
CEO, NJ India Invest

An authoritative guide that empowers readers to master the psychology of sound investing.

Mr. Krishan Sharma
Franklin Templeton Academy
Moments & Milestones
From the events archive
Event 01
Book Launch

The Behavioral Finance Way — Launch

📍 Surat, Gujarat · 2025

The official unveiling of Dr. Dangi’s debut book, celebrated with readers, finance professionals, and academic peers.

120+
Attendees
4
Guest speakers
Event 02
Corporate Training

IND AS Workshop — GEPIL Finance

📍 Luthra, Surat · Jan–Mar 2023

A 40-hour deep-dive into Indian Accounting Standards for the Finance & Accounts department — blending compliance with practical application.

40
Training hours
3
Months
Event 03
Speaking & Seminars

Investor Awareness Seminars

📍 Across Gujarat · 2024–2025

A series of talks helping retail investors recognize their own biases and build calmer, more disciplined financial habits.

8+
Sessions
600+
Investors reached
Event 04
Conferences

Academic & Conference Presentations

📍 National & Regional Forums

Presenting research papers in finance and behavioral economics at national and regional conferences across the years.

10+
Papers presented
Get In Touch

Request a meeting

Whether you’re an individual investor seeking direction, or an organization in need of behavioral finance training — let’s start a conversation.

📍
Office419, Avadh Arena, VIP Road, Vesu, Surat – 395007
✉️
Emailmeghnadangi@gmail.com
🕐
Response TimeWithin 24 business hours
Book a Consultation
Fill in your details and Dr. Dangi will get in touch shortly.
Begin

Ready to invest
with clarity?

Take the first step toward calmer, wiser, more disciplined financial decisions — with guidance grounded in behavioral science.