Rakesh Bishoi

Financial Planner / Wealth Management Atom Privé Financial Services Pvt Ltd

Role: Financial Planner (Hni Clients) at Atom Financial Services
Location: Bengaluru, KA, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Planner (Hni Clients)
Atom Financial Services
Jan 2020 — Present · Bangalore, IN

Education

Bangalore University
MFA
2010 — 2012
Institute Of Business Management and Technology
Master of Business Administration (MBA)
2010 — 2012
Presidency College
Bachelor of Business Administration (BBA)
2007 — 2010

Skills

Financial Reporting
Customer Service
Financial Analysis
Teamwork
Client Billing
Management
Microsoft Excel
Financial Accounting

Contact information

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Work email
•••••@atomprive.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Atom Financial Services

Financial Services · 24 employees · Founded 2019 · Bengaluru, India

The difference between those who build lasting empires and those who merely accumulate assets is rarely a single decision. It is the ability to see the connections others overlook. At Atom, we connect those dots. We are not a financial services company in the conventional sense. We are a thinking partner - for those still forging their ascent, and for those who have reached the summit and are now asking a harder question: what does this mean, and what comes next? Atom Financial Services Group operates across the full spectrum of wealth - from the moment it is created to the century it endures. Wealth. Capital. Insurance. Legacy. Investments. Five disciplines, one intelligence. Connecting the dots across every dimension of a client\'s financial life. No siloes, no hand-offs, no blind spots. Just the ability to see the full picture and act on it with precision. Our clients are not looking for options alone. They are looking for the right answer, and the confidence to act on it. They have found, invariably, that those two things together are rarer than they should be. At Atom, we refuse to accept that it should be rare at all. Because we have always understood that every great fortune, every enduring legacy, every institution that outlasts the generation that built it, begins with a single, irreducible thing: the right foundation. At Atom, we dedicate ourselves to architecting exactly that.

atomprive.com

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Experience

Financial Planner (Hni Clients)

Education

Bangalore University

Institute Of Business Management and Technology

Presidency College

Skills

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