Rakshith Pai M Email & Phone Number

Bengaluru, Ka, In

Bengaluru, Karnataka, India

● Responsible for analyzing macro-economic data using reasoning, qualitative assessment, and quantitative techniques to support the overall research framework. This includes incorporating key economic indicators, market trends, and supporting investment analysis and portfolio management.● Through data and quantitative analysis, generate insights and recommendations for a variety of financial products, such as equities, fixed income, and alternative investments.● Prepare reports… Show more ● Responsible for analyzing macro-economic data using reasoning, qualitative assessment, and quantitative techniques to support the overall research framework. This includes incorporating key economic indicators, market trends, and supporting investment analysis and portfolio management.● Through data and quantitative analysis, generate insights and recommendations for a variety of financial products, such as equities, fixed income, and alternative investments.● Prepare reports and presentations that communicate research findings and investment recommendations.● Responsible for generating ideas and extracting informations from financial data to provide actionable insights. Show less

Bengaluru, Karnataka, India

As a Certified Financial Planner (CFP®), He specializes in providing comprehensive financial planning services to help clients achieve their financial goals and secure their financial future. He is committed to a strict code of ethics and professional responsibility to always act in the best interests of his clients.Mr. Rakshith Pai's expertise includes:● Comprehensive Financial Planning: Crafting personalized financial plans that address goal planning, retirement analysis… Show more As a Certified Financial Planner (CFP®), He specializes in providing comprehensive financial planning services to help clients achieve their financial goals and secure their financial future. He is committed to a strict code of ethics and professional responsibility to always act in the best interests of his clients.Mr. Rakshith Pai's expertise includes:● Comprehensive Financial Planning: Crafting personalized financial plans that address goal planning, retirement analysis, investments, tax, and estate planning. ● Risk Management: Identifying financial risks and recommending insurance or other protective measures.● Client Education: Providing guidance and education to help clients understand their financial options and make informed decisions. Show less

Bengaluru, Karnataka, India

● Integrated Financial Planning [Investment Planning, Tax Planning, Retirement & Estate Planning, etc.]● Family Portfolio - Professional Trader & Investor.● He also handles a Website and a YouTube channel to explain concepts regarding Investment options, Economic Analysis, and Behavioural Finance needed for Investors.

Bangalore Urban, Karnataka, India

● Worked at Mohan & Venkataraman CA Firm as an Auditor in the Internal Audit Division.● Awarded as the best incoming article assistant.

Pursuing - Certified Financial Transitionist (Ceft)

Certified Financial Planner (Cfp), Personal Finance & Investment

• Investment Planning Specialist (IPS) • Retirement and Tax Planning Specialist (RTPS) • Risk and Estate Planning Specialist (REPS) •.

Bachelor'S Degree, Accounting And Finance

Pre-University, Puc

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