Rahul Rege
Financial Coach & Founder Goal Based Wealth Specialist @Family Finserv
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WORK HISTORY
Financial Coach & Founder Goal Based Wealth Specialist @Family Finserv
Mumbai, IN
Help busy professionals and entrepreneurs achieve financial independence through personalized, goal-based strategies.Key Achievements- Guide clients to achieve life goals 40% faster through disciplined, goal-focused financial planning- Conduct Corporate Financial Wellness Programs to empower teams with financial confidence- Conduct webinars educating professionals on goal-based investingCore Services- Comprehensive financial fitness assessments- Comprehensive goal-based investment planning (retirement, education, wealth creation)- Financial life organizing- Portfolio optimization and rebalancing- Insurance and risk management advisory- Retirement income planning and consultancyClient Profile: IT/Finance professionals, entrepreneurs, mid-career executives, and dual-income couples seeking clarity, confidence, and faster goal achievement
EDUCATION
R. A. Podar College of Commerce & Economics
B.Com, Business/Commerce, General
Mumbai University
MBA (Finance), Finance
IES School
SSC
R. A. Podar College of Commerce & Economics
HSC, Business/Commerce, General
ABOUT RAHUL REGE
Most professionals I speak with aren\'t under-earning. They\'re under-organized.…
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