Rajesh Minocha, Cfp® Email and Phone Number
Rajesh Minocha, Cfp® work email
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Rajesh Minocha, Cfp® personal email
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I have an MBA (Finance) from JBIMS, Mumbai. I have worked for over 21 years in leading organizations like ICICI and Franklin Templeton. My experience changed my perspective on investments, and I worked towards my financial freedom, which I achieved at the end of 2016 at the age of 45 years.My financial freedom gave me further conviction about mutual funds and I decided to become a full-time entrepreneur. I got myself certified as a Financial Planner (CFP). I am the founder of the partnership firm, Financial Radiance. I am an AMI Registered Mutual Fund Distributor with ARN-263267 (validity: 1-Nov-2025).At Financial Radiance, our ethos revolves around meticulously crafting investment strategies that are intricately aligned with the unique financial aspirations of a diverse, global clientele. With over thirty years of experience, my commitment to fostering financial independence is unwavering, as evidenced by the tailored wealth solutions and educational empowerment we provide. We manage the portfolio of over 350 families, total assets of about Rs 200 crores with an SIP book of over Rs 1.4 crore monthly. We also manage term insurance for our clients with a cumulative sum assured of about Rs 110 crores.My team and I are dedicated to ensuring that these personalized strategies meet and exceed the financial expectations entrusted to us.I am getting media recognition for my work in leading newspapers like the Economic Times and a popular television program on Zee Business.I am the author of two Books:1. Retire on your terms: It was released in Jun 2023. This book is for those struggling to maintain a work-life balance or are in a job just to pay their bills, not because the job is aligned with their passion. The book helps achieve financial freedom and prepare to lead a happy and meaningful retirement. The book starts with my story and how I achieved financial freedom at the age of 45 years. The Book is available Globally on Amazon.2. Second Innings on your terms - The sequel was released in Sep 2024. The book is a refreshing perspective on retirement, viewing it not as the end of a working life, but as the beginning of a new, exciting chapter. The book refines retirement as an opportunity for personal growth, contribution, and fulfillment. It encourages readers to see this phase as a time to explore passions, engage in meaningful work, and reinvent themselves. The Book is available both as ebook and paperback.I am happy to connect with anyone wanting to discuss personal finance. Email: rajeshminocha@financialradiance.com.
Financial Radiance
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Certified Financial Planner, Mutual Fund DistributorFinancial Radiance Dec 2016 - PresentGreater Noida, Uttar Pradesh, IndiaI am the founder of Financial Radiance, started in 2016. I am an MBA from JBIMS, Mumbai. I am also a Certified Financial Planner (CFP).What we do?We understand the complete financial picture including goals, dreams and fears. We help our clients globally, achieve financial freedom, through goals-based investments. How we do?We customize an investment plan for you, implement and then monitor the portfolio tracking targeted goals with their achievement status, making… Show more I am the founder of Financial Radiance, started in 2016. I am an MBA from JBIMS, Mumbai. I am also a Certified Financial Planner (CFP).What we do?We understand the complete financial picture including goals, dreams and fears. We help our clients globally, achieve financial freedom, through goals-based investments. How we do?We customize an investment plan for you, implement and then monitor the portfolio tracking targeted goals with their achievement status, making modifications only where necessary.What are the Services offered?We provide Solutions for various objectives like Children Education & Marriage, Goal-based Investing, Retirement Consultancy, Wills execution and we also undertake Investor Awareness Programs for Financial literacy.We offer various products like Mutual Funds, Term insurance and Health insurance. We also provide a complimentary, no-obligation 30 mins meeting on any of these: financial health checkup, existing portfolio review, financial information gathering, debt restructuring suggestions. How much are the assets that we manage?We manage a mutual fund AUM of about Rs 200 crores, with an SIP book of about Rs 1.4 crore a month. Other than this, we have executed need-based term insurance for our clients with a total sum assured of about Rs 110 crores.What makes us different?Services from Certified Financial Planner (CFP). 30 years of domain experience, holistic and structured approach. The implementation process is seamless with minimal documentation. Clients track investments through a website login and an App. We have clients who mostly approach us either through referrals or after visiting social media posts and messages.Want to learn more?You can schedule a 1:1 meeting with us, by booking a slot based on your convenience.https://calendly.com/financialradiance/review-meeting Show less
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Business Excellence Leader - Process ReengineringFranklin Templeton Investments May 2012 - Nov 2016Hyderabad Area, India- Strengthened continuous improvement processes with leaders of global business units.- Identification of opportunities, prioritization, solution definition and execution- Understood key business metrics and trends to identify and implement improvement opportunities - Developed problem-solving competencies within the businesses by coaching/mentoring identified operations leaders through structured problem methods like Lean Six SigmaKey Consulting assignments:- Worked… Show more - Strengthened continuous improvement processes with leaders of global business units.- Identification of opportunities, prioritization, solution definition and execution- Understood key business metrics and trends to identify and implement improvement opportunities - Developed problem-solving competencies within the businesses by coaching/mentoring identified operations leaders through structured problem methods like Lean Six SigmaKey Consulting assignments:- Worked with senior leadership and set up a paralegal offshore team at Hyderabad. Worked on 3 major process improvement areas in reporting, digitization and review of contracts.- Designed a Commission model for mutual funds distributors mapping with management fees for the company.- European Institutional Sales & Marketing business review.- Effectiveness of marketing events from a sales lift /asset retention perspective. Show less -
Change Management LeaderFranklin Templeton Investments Jul 2010 - May 2012Hyderabad Area, India- Formulating change management strategies and plans for one of the largest Programs in the company.- Creating communication plans for the various streams in the Program- Obtaining support from various stakeholders and implementing the change
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Head - Centralized Testing Services - It ManagerFranklin Templeton Investments Aug 2006 - Jun 2010Hyderabad Area, India- Headed a 65-member India-based, Centralized Testing Services team with P&L and budget responsibility.- Responsible for System testing, System Integration Testing, UAT Management, Security, Browser and - Performance testing for all cross-functional domains across the company globally.- Successfully integrated other testing organizations across various businesses into our department.- In tight economic conditions, managed the department with 20% cost savings using innovative ideas.
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Consultant - Program Manager - Pre-Sales & TestingWipro Oct 2005 - Aug 2006Bengaluru Area, India- Architecting test solutions for the banking domain, providing business development and pre-sales support and client relationships. - Responsible for developing Intellectual Properties (IPs) for testing mega data warehouses.- Ensured successful delivery by managing and leading software project teams for various engagements.- Ramped up a 5-member to 80 people in six months for critical data warehousing projects. -
Project Manager - Business Analysis & TestingHcl Technologies Limited Mar 2003 - Oct 2005Bengaluru Area, India- Data Centre Migration, Relationship Co-ordinator, Deutsche Bank, Frankfurt- Assessed business impact of migration of business units in Deutsche Bank, Germany to a New Data Centre.Pre-Sales Support- Responded to RFPs for various projects in Risk management and Equities domains.- Provided functional support to various Pre-sales activities including client presentations and proposals. - Devised strategies for marketing of software solutions to other… Show more - Data Centre Migration, Relationship Co-ordinator, Deutsche Bank, Frankfurt- Assessed business impact of migration of business units in Deutsche Bank, Germany to a New Data Centre.Pre-Sales Support- Responded to RFPs for various projects in Risk management and Equities domains.- Provided functional support to various Pre-sales activities including client presentations and proposals. - Devised strategies for marketing of software solutions to other clients.Business Analysis & Assurance Team (BAAT), Test Manager- Led a team of 30 testers and 15 Business Analysts taking responsibility for all types of testing.- Responsible for Certification & Delivery of 18 applications in Investment Analytics of Deutsche Bank.- Transformed team’s morale by improving Customer Satisfaction Index from 3.00 to 4.50 (out of 5).Global Equities Project, Business Analyst, New York- Experience in interaction with clients from America, Europe, & Asia-Pacific regions.- Carried out system testing independently and successfully, obtaining UAT sign-off for the project.= Achiever’s Award within four months of joining the company for exceeding client’s expectations in U.S. Show less -
Business Analyst - Banking ProjectsPolaris Consulting & Services Ltd Sep 2000 - Mar 2003Chennai Area, India- Outsourcing & Transitioning Banking Applications, SAMBA, Riyadh - Participated in a sizing and estimation project in Riyadh, Saudi Arabia for a period of two months to plan the approach for transitioning about one hundred corporate & retail banking applications from onsite to offshore. - Business Analysis for projects for clients such as Shinsei Bank, Japan, Citibank, Greece and ABN Amro, Belgium.Corporate Planning - Business planning to consolidate… Show more - Outsourcing & Transitioning Banking Applications, SAMBA, Riyadh - Participated in a sizing and estimation project in Riyadh, Saudi Arabia for a period of two months to plan the approach for transitioning about one hundred corporate & retail banking applications from onsite to offshore. - Business Analysis for projects for clients such as Shinsei Bank, Japan, Citibank, Greece and ABN Amro, Belgium.Corporate Planning - Business planning to consolidate the corporate strategy and define short-term and long-term initiatives.- Evaluation of new proposals, partnerships, JVs, strategic alliances and incubation of new proposals. Show less -
Deputy Manager - Credit AppraisalsIcici Limited Jun 1995 - Aug 2000New Delhi Area, India- Project finance, securitization, asset liability management, project risk assessment and mitigation, financial modelling, stress assets monitoring and providing fund / non-fund-based support to industrial projects. - Business development: seeking new opportunities to market ICICI's products and services, structuring new products for specific requirements.
Rajesh Minocha, Cfp® Skills
Rajesh Minocha, Cfp® Education Details
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Jamnalal Bajaj Institute Of Management Studies (Jbims), MumbaiFinance -
Bldeas College Of Engg. & Technology, BijapurMechanical
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Wilson College, MumbaiScience
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St. Andrews High School, MumbaiSsc
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Cambrian Hall, Dehra Dun
Frequently Asked Questions about Rajesh Minocha, Cfp®
What company does Rajesh Minocha, Cfp® work for?
Rajesh Minocha, Cfp® works for Financial Radiance
What is Rajesh Minocha, Cfp®'s role at the current company?
Rajesh Minocha, Cfp®'s current role is Certified Financial Planner CFP ® | 30 years experience | I help my clients achieve financial freedom | Personal Finance Professional | Mutual Funds Distributor | Author - Retire on your terms.
What is Rajesh Minocha, Cfp®'s email address?
Rajesh Minocha, Cfp®'s email address is mi****@****hoo.com
What schools did Rajesh Minocha, Cfp® attend?
Rajesh Minocha, Cfp® attended Jamnalal Bajaj Institute Of Management Studies (Jbims), Mumbai, Bldeas College Of Engg. & Technology, Bijapur, Wilson College, Mumbai, St. Andrews High School, Mumbai, Cambrian Hall, Dehra Dun.
What are some of Rajesh Minocha, Cfp®'s interests?
Rajesh Minocha, Cfp® has interest in Human Rights, Social Services, Children, Education.
What skills is Rajesh Minocha, Cfp® known for?
Rajesh Minocha, Cfp® has skills like Leadership, Six Sigma, It Strategy, Banking, Social Media, Software Project, Requirements Analysis, Oracle E Business Suite, Sdlc, Project Portfolio, Pmo, Data Center.
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