WHO WE ARE

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Who we are ?

Rajeev Arora is a Certified Financial Planner , Certified by Financial Planning Standard Board of India (FPSB) & a Management Graduate.

With 17+ years of rich experience in Corporate and Financial sector, he has expertise in creating financial plans for Individuals, Families, HNI, UHNI suiting their requirements for achieving Financial Life Goals like Retirement planning, Child’s Education, Children’s Marriage, Wealth creation, Dream home buying, Tax Planning & Insurance Planning.

Rajeev has previously worked with ICICI Prudential Life Insurance, HDFC Bank & ICICI Securities across various product lines. He successfully managed various client portfolios and has been able to generate Alpha through his knowledge and skills.

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.

AMFI Registered Mutual Fund Distributor – ARN-112625 | Date of initial registration – 06-Jul-2016 | Current validity of ARN – 30-Jun-2026

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Who we are ?