Rohit Garg

Co-Founder

New Delhi, Delhi, India11 yrs 8 mos experience

Key Highlights

  • Over 12 years of experience in financial services.
  • Founder of India's first all-in-one health insurance portal.
  • Successfully helped thousands with insurance claims.
Stackforce AI infers this person is a Fintech expert with a focus on health insurance and portfolio management.

Contact

Skills

Core Skills

Health InsurancePortfolio Management ServicesCustomer OnboardingTrade ExecutionPrivate EquityKyc VerificationOpening New Accounts

Other Skills

Life InsuranceKYCBank reconciliationReport generationsRegulatory ComplianceReactivationNet Asset Value (NAV)Financial ReportingAsset AllocationTeam ManagementNew LeadsCustodian BanksFund AccountingReportingDemat

About

Experience of more than 12+ years in the Insurance, Stock markets & other related financial fields. Identifying emerging trends in business world & macroeconomics is my passion. Having such an extensive knowledge, it's my moral responsibility to make people aware of their financial management. I helped thousands of people to get their Rejected Insurance Claims approved. It's a noble profession for me where a single hospital bill may take a family into debt or poverty. I feel blessed to do something for them. Anyone can contact me to get their queries resolved, I generously help everyone, whether he's a customer or not. rohitgargcreatr.com is a major step to minimise health insurance hassles and make insurance simplified for everyone.

Experience

11 yrs 8 mos
Total Experience
4 yrs 11 mos
Average Tenure
1 yr 9 mos
Current Experience

Rohitgargcreatr.com

Founder

Aug 2025Present · 9 mos · New Delhi, Delhi, India

  • • Insurance • Stock Market • Portfolio Management Services
Health InsuranceLife InsurancePortfolio Management Services

Smc private wealth

2 roles

Senior Manager

Promoted

May 2025Present · 1 yr · On-site

  • Customer onboarding (Digital/Offline), KYC, Trade execution & allocation, Bank reconciliation, Report generations, Co-ordination with Custodian etc.
Customer onboardingKYCTrade executionBank reconciliationReport generations

Operations Manager

Jul 2024Apr 2025 · 9 mos · On-site

  • rohit@smcwealth.com
Private EquityOpening New Accounts

Stalwart investment advisors llp

Operations Manager

Feb 2023Jul 2024 · 1 yr 5 mos · Delhi, India · On-site

KYC VerificationRegulatory Compliance

Mirae asset sharekhan

Relationship Manager

Jun 2014Dec 2022 · 8 yrs 6 mos · New Delhi, Delhi, India · On-site

Opening New AccountsReactivation

Education

Sikkim Manipal University - Distance Education

Master of Business Administration - MBA

Jan 2017Jan 2019

UPSC - IAS

Attempted 3 Times — General Studies

Nov 2017Jun 2020

Delhi University

Bachelor of Arts - BA

Jun 2006May 2009

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