Financial products are investment avenues and if matched properly with investor needs and risk profile, can serve the primary need to beat inflation and generate adequate returns after adjusting for risk. In recent years, post liberalization of financial services industry, diverse financial products have been introduced such as variety of open-ended and close-ended equity and debt mutual fund schemes, life and non-life insurance schemes - ULIPs, Pension plans, PMS schemes focusing on customized investment in stocks and corporate bonds/debentures.
With over 16 years experience in capital markets spanning from equity research to managing proprietary treasury global investment portfolios, Rajesh is a CA and Grad.C.W.A (India) alongwith CFA and FRM (US) heads Investments and Family Office at Kotak.
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Financial Assets of Rs. 5 crores and more
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Net Worth of Rs. 1 billion and more
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