Raghav Ruia

Principal Wealth Advisor @The Financialist

Mumbai, MH, IN
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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Raghav Ruia — Principal Wealth Advisor at The Financialist in Mumbai, MH, IN | Unifers