About Us

Rajesh believes understanding must come before action. He is as much an educator as a practitioner. He conducts investor awareness programmes for corporate employees, societies, groups and clubs. He delivers corporate training for leading banks and institutions, a few of them being Union Bank of India, LIC of India, IDBI Bank and DCB Bank.

QUALIFICATIONS:

• Fellow of the Insurance Institute of India
• Certified Financial Planner – FPSB (Financial Planning Standards Board)
• Chartered Wealth Manager – AAFM (American Academy of Financial Management)
• Chartered Trust & Estate Planner – AAFM (American Academy of Financial Management)
• Certified Private Wealth Manager – CIEL
• Qualified Personal Finance Professional – Network FP
• Specialised Diploma in Health Insurance – Insurance Institute of India.
• Specialised Diploma in Life Insurance Underwriting – Insurance Institute of India
• NSE Academy’s Certification in Financial Markets (NCFM) – Macroeconomics for Financial Markets Module
• NSE Academy’s Certification in Financial Markets (NCFM) – Fundamental Analysis Module
• NISM Series V-A: Mutual Fund Distributors Certification Examination
• NISM Series V-D: Mutual Fund – Specialized Investment Fund Distributors Certification Examination
• NISM Series XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination
• B.Com – Calcutta University