Rajiv Nayar

Founder

Gurugram, Haryana, India39 yrs 3 mos experience
Highly Stable

Key Highlights

  • Expert in financial management for business owners.
  • Proven track record in wealth preservation and accumulation.
  • Strategic advisor for cash flow management and retirement planning.
Stackforce AI infers this person is a financial strategist specializing in wealth management and business growth.

Contact

Skills

Core Skills

Wealth Preservation PlanningCash Flow ManagementBusiness OwnershipStart-up LeadershipIndian TaxationAuditing

Other Skills

Wealth AccumulationRisk AssessmentRetirement PlanningInvestmentsInvestment ManagementInvestment AdvisoryPersonal Financial Planning

About

Business owners struggling to manage their financial management, approach me every day for help to find the answer of these questions: • How long they should run their business? • Whether they should sell their business or pass it on to next generation? • How to automate regular sufficient cash flow every month? • Challenge of financial needs exceeding available resources. • Post Retirement, how to live 25+ years with pride? Not having the right answers to these questions can be stressful and frustrating. Why most business owners struggle to manage their finances? Few of the reasons... • Not prioritizing their business and personal commitments? • Spending more time in managing their wealth, rather investing time in business that create more wealth. • Not able to identify the right cause of the problem impacting them. • How they should financially secure their businesses and families? • Not protecting their liabilities, which impact negatively to funds required for business growth. How I help them is by prioritising the available resources for better growth both in personal and business goals. Provisioning and ensuring that required cash is available for each goal at the right time. Surety of having surplus cash, pre and post retirement, helps them to spend quality time with their families without worrying about finances. Entrepreneurs while running their businesses put their dreams and family on to the back burner. We help you to take control over every aspect of your life by strategising your resources. Let’s have a no-pressure conversation. Here’s my calendar: https://calendly.com/rajiv-nayar/introductory-meeting

Experience

39 yrs 3 mos
Total Experience
15 yrs 5 mos
Average Tenure
14 yrs 3 mos
Current Experience

Rohini cpe study circle

Convener

Apr 2016Mar 2019 · 2 yrs 11 mos · Delhi, India

Navodhyam trust (family office-sar group)

Board Trustee

Mar 2012Present · 14 yrs 3 mos · Gurgaon, India

Jrg financial services pvt ltd

2 roles

Founder Director

Nov 2007Present · 18 yrs 7 mos · Gurugram, Haryana, India

  • ➤ WHAT WE DO:
  • We help business owners to evaluate and strategise the plans required for their growth. This help them to generate personal wealth and funds required for future business growth. Regular required cash flow, pre and post retirement, helps them to spend quality time with their families without worrying about money.
  • ➤ HOW WE DO IT:
  • Help them to identify the cause impacting their business and personal wealth.
  • Help them to identify the best feasible solution.
  • Help them to monitor the impact of executed solutions.
  • Help them to protect their liabilities to avoid negative impact on funds required for business growth.
  • Help them to priorities the available resources for better growth.
  • ➤ WHAT MAKES US DIFFERENT:
  • Our strategies empower them to find the cause and rectify the cause of problem at the earliest. Once problem is resolved, it helps growth positively.
  • We help you to transform your financial life.
  • Let’s have a no-pressure conversation.
Wealth Preservation PlanningWealth AccumulationRisk AssessmentCash Flow ManagementRetirement Planning

Founder

Nov 2007Present · 18 yrs 7 mos · Gurugram, Haryana, India

Business OwnershipStart-up Leadership

Gupta nayar & co (ca firm)

Co Founder

Mar 1987Mar 2013 · 26 yrs

Indian TaxationAuditing

Education

The Institute of Chartered Accountants of India

F.C.A — Chartered Accountant

Jan 1981Jan 1986

Financial Planning Standards Board

Certified Financial Planner

Jan 2010Present

Government College Narnaul

Bachelor of Commerce (B.Com.)

Jan 1978Jan 1980

B.D High School, Ambala Cantt

Jan 1976Present

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