Rajesh is a Certified Financial Planner. He has more than two decades of experience in helping clients globally achieve financial freedom. He is working on offering customized solutions to his clients, helping them achieve their financial objectives. He considers product suitability, time horizon, asset allocation, and accordingly invests in mutual funds and advises adequate life protection through insurance. He would love to meet people looking for personal finance discussions and suggestions for their investments. He also conducts free educational personal finance sessions in schools, colleges & corporates across India, coaching people on personal finance and enabling them to take responsible financial and life decisions.
2 Meetings
10+ Want to Meet
Endorsements
Worked with
- Financial Radiance
Experienced In
- Health Insurance
- Management Consulting
- Investment Management
Education
- MBA, Jamnalal Bajaj Institute of Management Studies
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