Rakesh Kumar Sachdeva Mutual Funds

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Role
Chief Executive Officer at Rakesh Kumar Sachdev Rks Nivesh Plus
Location
Gurugram, HR, IN
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Rakesh Kumar Sachdeva Mutual Funds

Financial Coach | Expert in Wealth Management for NRI/OCI & FOREIGN NATIONALS.Highly experienced financial consultant with 7+ years of expertise in providing personalized wealth management solutions to High Net Worth Individuals (HNI) and Non-Resident Indians (NRI).# Areas of Expertise- Life Insurance and Health Insurance planning- Mutual Funds and Portfolio Management Services- Alternative Investment Funds- Angel Investment - GIFT CITY INVESTMENT FOR NRI & OCI# My Value Proposition:As a seasoned financial consultant, I help my clients achieve their financial goals through tailored solutions, expert advice, and exceptional service. My expertise enables clients to- Optimize their investment portfolios- Mitigate financial risks- Achieve long-term financial stability and growth- RETIREMENT PLANNING & PERSONAL FINANCE IS MY FAVOURITE DISCUSSION # Let\'s Connect!If you\'re looking for expert financial guidance or seeking to optimize your wealth management strategy, let\'s connect and explore how I can assist you.You can contact me;Rakesh Kumar Sachdev RKS NIVESH PLUSCertified Financial Goal PlannerAward in International Wealth Management AMFI Registered Mutual Fund & SIP DistributorAPMI Registered PMS DistributorMob./WA: c••••••@rksniveshplus.comURL: https://rksniveshplus.com

Experience

  1. Chief Executive Officer

    Rakesh Kumar Sachdev Rks Nivesh Plus

    Mar 2019 — Present · IN

Education

  • Maharishi Dayanand University Rohtak

    Bachelor of Arts - BA, Accounting and Finance

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Rakesh Kumar Sachdeva Mutual Funds — Chief Executive Officer at Rakesh Kumar Sachdev Rks Nivesh Plus in Gurugram, HR, IN | Unifers