Raghav Ruia
Principal Wealth Advisor @The Financialist
Mumbai, MH, IN
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2024 — Present
Principal Wealth Advisor @The Financialist
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I specialize in providing tailored investment guidance aligned with each client’s unique financial goals, risk tolerance, and life milestones. My approach integrates comprehensive financial planning principles to support clients through a range of objectives—from retirement planning, tax planning, insurance advisory and education savings to home ownership, charitable giving, and debt management.
EDUCATION
2012 — 2016
The Institute of Chartered Accountants of India
Chartered Accountant
ABOUT RAGHAV RUIA
Wealth and Personal Banking
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