About Us
About Mr.Bharat Rao
Certified Financial Planner (CFP®) | MBA | 20+ Years of Experience in Financial Services
Mr. Bharat Rao is a seasoned finance professional with over 20 years of rich experience in the financial services, equity markets, and investment domains. A Master of Business Administration (MBA) by qualification, he previously served as Associate Vice President at Kotak Securities, where he successfully led the broking business across two states.
Mr. Rao holds the prestigious CFP® (Certified Financial Planner) certification from FPSB India—an elite credential recognized in over 27 territories worldwide, making him one among the 1,300+ practicing CFP® professionals in India.
Our Expertise and Support
Life Goal Planning
It’s about aligning your money with your life’s purpose — so you’re financially prepared for key milestones and dreams
Investment Solutions
It’s like a regular check-up — but for your money — to see if your investments are working efficiently and if any changes are needed.
Wealth Planning Analysis
It’s a deep-dive financial analysis to ensure your wealth grows sustainably, supports your lifestyle, and secures your family’s future.
Life Risk Protection Solutions
Life risk is about asking:
“If something happens to me, will my family be financially secure?”
Investment Health Check Up
It’s like a regular check-up — but for your money — to see if your investments are working efficiently and if any changes are needed.
Cash Flow & Emergency
Emergency Planning is about setting aside funds to handle unexpected life events like Job loss, Medical emergencies etc
Our Unique Strength
Our financial Solution has consistently helped clients grow and protect their wealth, with strategies that adapt to changing market conditions.
- Client-Centric
- Goal-Oriented Planning
- Holistic Financial Wellness Approach
- Behavioural Finance Insights
- Long-Term Relationship Focus
- Regulatory Compliant & Ethical Standards
Client-Centric
Focused on unbiased, conflict-free Solution tailored solely to client goals and needs.
Goal-Oriented Planning
Specializing in life-stage financial strategies—from wealth creation to retirement and succession.
Holistic Financial Wellness Approach
Blending investment, insurance, tax, and estate planning into a comprehensive roadmap towards life goals
Behavioural Finance Insights
Helping clients avoid emotional decisions through coaching, education and disciplined investing to create Wealth