Khagendra Kattel

Khagendra Kattel is a Senior Planning & Investment Analyst at OnePointBFG Wealth Partners in New York, NY, where he specializes in investment research, portfolio construction, and providing comprehensive financial planning solutions for high-net-worth clients. He plays a pivotal role in developing tailored asset allocation strategies, conducting market analysis, and ensuring portfolios are aligned with clients’ unique financial goals and risk profiles.

Over his more than ten years with OnePointBFG, Kattel has focused on multi-asset portfolio management, with in-depth expertise across equities, fixed income, and alternative investments. His work supports a diverse client base, including families, business owners, and professionals, by combining rigorous investment analysis with advanced planning tools.

Kattel’s educational background includes an MBA in Finance from Goldey-Beacom College and a BA in Mathematics from Caldwell College, complemented by studies at Budhanilkantha School. He holds both the CFP® and ChFC® credentials, reflecting his commitment to professional excellence and fiduciary standards in wealth management.