Rajeev Roshan R

Founder

Bengaluru, Karnataka, India11 yrs 11 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in wealth management and financial analysis.
Proven track record in designing investment ecosystems.
Strong foundation in derivatives trading strategies.

Stackforce AI infers this person is a Fintech expert with a strong focus on wealth management and investment strategies.

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Skills

Core Skills

Wealth ManagementFinancial Analysis

Other Skills

Brand EquityCapital MarketsCommodity DerivativesCommodity MarketsCurrencyCurrency FuturesCustomer SatisfactionCustomer ServiceData AnalyticsDerivativesEquitiesEquity DerivativesFX DerivativesFinanceFinancial Markets

About

***Equity Research Analyst - Analysis Based on Technical factors of Support Resistance, Volume, MACD, RSI, ADX, Ichimoku Clouds, Exponential Moving Averages and Fundamental factors of Price to Book, Price to Earnings, Financial Forecasts, FII/FPI flows. ***Derivatives Trader and Strategist - Derivative Trading strategies based on Price Volume breakouts, Open Interest, FII Derivative Statistics, Options Open Interest, Options Strategies of Straddle, Butterfly, Naked Positions.

Experience

Career break

Professional development

Jun 2023 – May 2024 · 11 mos · Isha Yoga Center, Coimbatore, IN

Undertook a full-time residential program focused on inner transformation, balance, and clarity, as part of Sadhguru Gurukulam’s structured spiritual discipline. The 7-month period from Guru Purnima to Mahashivratri was dedicated to building inner stability, emotional resilience, and conscious living through daily sadhana, volunteering, and community life.
Core Focus Areas:
Established strong discipline through daily yogic practices and meditation routines (~5:30 AM to 9:30 PM schedule).
Lived and volunteered in a high-intensity environment fostering teamwork, self-mastery, and service-oriented leadership.
Developed emotional balance, mental clarity, and the ability to act effectively under diverse conditions.
Immersed in ashram life — learning to function with equanimity, purpose, and collective alignment.
Contributed to multiple departments through seva (volunteering), aligning personal skills with larger organizational goals.
Outcome:
Strengthened inner stability and self-awareness.
Gained clarity in decision-making and long-term direction.
Reoriented approach to leadership and work-life integration through conscious living.

Vr financial services

Proprietor

Apr 2019 – Present · 6 yrs 11 mos · Bengaluru, Karnataka, India · On-site

At VR Financial Services (VRFS), I lead a structured wealth distribution platform focused on creating disciplined, goal-based investment ecosystems. We operate on a clear principle — wealth is built through structure, not speculation.
Our methodology integrates strategic, tactical, core, and satellite allocations across multiple asset classes — including equity, debt, commodities, insurance, and alternates — to deliver balanced, sustainable growth.
Core Work Areas:
Designing strategic core portfolios aimed at long-term wealth creation through diversified exposure in equity and fixed income.
Managing tactical satellite allocations across thematic, sectoral, and short-term opportunities — including precious metals and commodities — to enhance alpha without disturbing the core balance.
Structuring goal-based wealth frameworks aligned to client timelines, liquidity preferences, and market cycles.
Implementing debt ladders and cash-flow systems for consistent income and risk management.
Facilitating insurance and protection solutions for continuity, security, and intergenerational planning.
Leveraging data analytics and technology for transparent performance tracking, rebalancing, and portfolio reviews.
At VRFS, every product distributed is part of a broader framework — ensuring clients experience direction, not dispersion. Our systems-driven process integrates market insight with disciplined execution, giving each client a roadmap toward sustainable financial independence.
We stand on three pillars:
Empowered Wealth. Personalised Journey. Tech-Enabled Precision.
VRFS continues to evolve as a multi-asset wealth distribution firm, bridging product access, market understanding, and structured financial architecture for long-term wealth outcomes.