Rajneesh J. — CEO
Creating a new viewpoint of investment for investors. Wealth Management for HNI / UHNI and NRI | NISM Certified Equity Research Analyst| SEBI AMFI Mutual Funds Distributor | IRDAI Certified Insurance Expert | Tax Planning 🔍 and Retirement Planning. Serving 250+ Clients Directly Have Done Sessions with 1000+ Investors. Community of 4000+ investors with us on WhatsApp through Financial Wellness and Wealth community group. Helped my clients stay invested in right funds through correct asset allocation based on Investor Risk Profile Served HNI , UHNI and NRI Investors. Impacted lakhs of Investors through our Financial Planning and Wealth Management Content Blogs, tweets and posts.
Stackforce AI infers this person is a Wealth Management and Financial Planning expert with a focus on HNI and NRI clients.
Location: Delhi, India
Experience: 7 yrs 3 mos
Skills
- Wealth Management
- Investment Planning
- Financial Planning
- Leadership
- Team Management
Career Highlights
- Served over 250 clients directly in wealth management.
- Impacted lakhs of investors through financial content.
- Led a community of 4000+ investors on WhatsApp.
Work Experience
Vitta Capital
Founder and CEO (2 yrs 5 mos)
Bajaj Capital Ltd
Wealth Manager and Financial Planner (9 mos)
Internshala
Direct Hire Recruiter (0 mo)
Campus Ambassador at Internshala (3 mos)
UPSC CLEAR
Founder (4 yrs 10 mos)
Education Mentor (4 yrs 2 mos)
Education
Chartered Certified Accountant at ACCA
MBA in International Finance at Amity University
Integrated Diploma in Wealth Management at International College Of Financial Planning
Postgraduate Degree at Indira Gandhi National Open University
Bachelor of Arts - BA and Economics at Dyal Singh College, University of Delhi
12 pass at Government Sarvodaya school
10th at Royal International School delhi
