Rakesh has over 18 years of experience in the financial industry, including stints at one of the top brokerage and investment firms. He founded Fintage Asset, an investment services company, with the goal of providing transparent and conflict-free investment solutions to individuals, families, and institutions. He takes pride in fostering long-term relationships with customers and believes in open communication, transparency, and integrity.
Rakesh holds an MBA in finance from Apeejay School of Management & Technology and a Bachelor's degree in commerce from Allahabad University. Prior to founding Fintage Asset, Rakesh was associated with Sharekhan by BNP Paribas, where he portfolio and developed investment strategies for high-net-worth clients.
Rakesh has expertise in investment analysis, portfolio management, and financial planning. He is also skilled in building and managing investment strategies, as well as developing and implementing business strategy. Rakesh believes in taking a long-term approach to investing, focusing on fundamental analysis and risk management. Rakesh believes every customer is unique, with distinct requirements and objectives He is committed to providing unbiased advice and transparency to his clients and is passionate about helping them achieve their financial goals.
Outside of work, Rakesh enjoys spending time with his family, hanging out with friends, and reading books. Rakesh's goal for Fintage Asset is to build a leading investment services company that provides independent, objective solutions to its clients. He wants to create a culture of excellence and integrity, where clients can trust that their interests are being put first.
He plans to leverage technology and data analytics to provide unique insights and personalized advice to clients. Additionally, his focus is on building strong relationships with clients and delivering exceptional service to earn their trust and loyalty.
Rakesh envisions Fintage Asset becoming a go-to advisor for individuals and institutions seeking independent investment guidance. He sees the company expanding its offerings to include alternative assets and impact investing while maintaining its commitment to transparency and client-centricity.
