I am Col Rakesh Goyal (Retd), an ex Army Officer with a strong passion for the management of personal finance. Although I did my graduation in engineering from BITS, Pilani, for the last three and half decades, personal finance has always been my passion and area of research, leading me to acquire a Certification in Financial Planning(CFP) through the Financial Planning Standard Board of India(FPSB), a subsidiary of FPSB of USA.
It is my endeavor to assist everyone in planning their personal finances in an organised, systematic, and efficient manner with the aim of achieving their financial goals in the given time frame. I, with my team at Lets Invest Wisely, a leading financial services firm, help you with
- Prioritizing your financial goals with a customised investment plan
- Retirement plan based on your specific requirements
- Tax planning
- Insurance planning
- Wealth creation and
- Estate Planning
We help you invest through mutual funds, Portfolio Management Services(PMS), Corporate FDs, and Term Insurance to protect your family from financial loss in case of premature loss of life and plan distribution of your assets to your next generation through estate planning (Writing of Will, creation of a family trust, etc)
You can call me at 7341137190 or write a email at [email protected]