About Me
Founder and CEO of InvestMantra, NOIDA, Rajesh specializes in comprehensive financial planning that is an exhaustive approach towards financial-life-management. InvestMantra began in January 2004 with a goal of empowering Indian families with the well deserved financial independence by making them understand the value and importance of financial planning in their life. Since 2007, we have ventured into offering fee-base financial planning services to our clients in India, Malaysia, USA, UK and Dubai. He contributed many articles in reputed Dalal Street Journal. His views also appeared on FAAIDA and myiris.com for ?no entry load? in mutual funds and reduction of ULIP charges. He has also provided trainings to MBA students to enlighten them about career in financial industry and other important management subjects. Rajesh is an engineering graduate from Pune University and post graduate in management with dual specialization in marketing and finance from Delhi. Since 2007, he is continuously holding the reputed CFPCM (CERTIFIED FINANCIAL PLANNER) certificate by fulfilling all the required criteria by Financial Planning Standards Board India; additionally he is also certified by AMFI (Association of Mutual Funds of India), IRDA (Insurance Regulatory and Development Authority). He was on the expert panel of ArthaMoney. He has won International Quality Award by LIMRA International, Inc. U.S.A. for years 2006 and 2007.
Experience & Qualification
Qualification
BE, MBA, CFP
Experience as an Advisor
10 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)