Wealth Management Services
"You Must take control over money or the lack of it will forever control you"
Dave Ramsey
product bouquet
Private Wealth Management
Portfolio Management Services
Insurance Advisory - Life & General
Alternate Investment Funds
Structured Products
Family Office & Estate Planning
Capital Markets
Equity and Debt Markets
Derivatives products across Equity ,Commodities & Currencies
Government Securities and Bonds
Real Estate Advisory
Leasing - Tenant and Landlord representation
Investment Sales and Acquisitions
Equity , Debt & Structured Finance
about us
Rakesh Sharma - Head , Wealth & Investment Management
With a rich and extensive experience of over 21 years in the Banking & Financial space , this is his maiden venture as an Independent Financial Advisor wherein he is able to offer customized solutions to his clients across a diverse range of financial products.
His previous assignments include as Head of Private Banking and Investments for HSBC , Deutsche Bank , Ameriprise Financial and Cushman & Wakefield.
Rakesh has a Masters Degree from Indian Institute of Foreign Trade and is a PGDM-WMP from Indian Institute of Management , Lucknow
*Certifications
Life and General Insurance ( IRDA)
Mutual Funds ( AMFI)
Common Derivatives - Equity/Currency/Commodity/Interest rates ( NISM)
Research Analyst ( NISM)
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