► WHAT I DO: I specialize in empowering high-net-worth individuals (HNIs), businessmen, CXOs to achieve financial prosperity and security, while navigating the complexities of wealth management. I help my clients optimize their financial portfolios, enhance their investment strategies, and protect their assets, all while minimizing risks and maximizing growth.► HOW I DO IT: With over 15 years of experience in the finance industry, I bring comprehensive expertise in managing A to Z of personal finance. My approach blends meticulous analysis, strategic planning, and personalized guidance tailored to my clients' unique financial goals and circumstances. I leverage my deep knowledge of investment vehicles, tax planning strategies, and risk management techniques to provide holistic and custom-tailored solutions.► WHY IT WORKS: I am driven by a relentless commitment to my clients' financial success. By staying at the forefront of industry trends, regulations, and best practices, I ensure that my clients receive cutting-edge advice and solutions. I believe in fostering long-term relationships built on trust, transparency, and results, and I pride myself on being a trusted advisor who consistently delivers exceptional outcomes.SERVICES I PROVIDE:Wealth Management: Crafting and executing comprehensive wealth management strategies to preserve, grow, and transfer wealth efficiently.Investment Planning: Designing personalized investment portfolios aligned with clients' risk tolerance, financial objectives, and time horizons.Retirement Planning: Creating robust retirement plans that ensure a comfortable and financially secure future.Tax Optimization: Implementing effective tax planning strategies to minimize tax liabilities and maximize after-tax returns.Estate Planning: Assisting in structuring and safeguarding legacies through meticulous estate planning strategies.WHERE YOU'VE SEEN ME:💡 Featured in various finance related industry publications including financial express💡 Keynote speaker at Industry conferences and eventsTYPES OF CLIENTS: I have successfully served a diverse range of clients, including:⭐ High-net-worth individuals (HNIs)⭐ Businessmen and entrepreneurs⭐ CXOs and top-level executives⭐ High-earning professionals with complex financial needsWHAT OTHERS SAY:🗣 "Working with Rishabh has been a game-changer for my financial journey. His expertise, professionalism, and personalized approach have exceeded my expectations." Mr Sunil Mehta#financeexpert #wealthmanagement #retirementplanning #taxplanning #financialadvisor
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PartnerAdukia And AssociatesMumbai, Mh, In
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Chief AdvisorNinecube May 2012 - PresentMumbai Area, IndiaNINECUBE is an international, independent financial services company advising individuals, families and institutions in multiple countries. Our highly experienced team specializes in cross-border financial planning and wealth management. We carefully analyze your goals and requirements to create fully integrated and tailored financial solutions. For us, our business is all about you. We are committed to using our shared principles to create and strategically position you towards a future of… Show more NINECUBE is an international, independent financial services company advising individuals, families and institutions in multiple countries. Our highly experienced team specializes in cross-border financial planning and wealth management. We carefully analyze your goals and requirements to create fully integrated and tailored financial solutions. For us, our business is all about you. We are committed to using our shared principles to create and strategically position you towards a future of financial freedom.A Transparent Financial Solutions Firm Devoted To Helping You Achieve Your Life Goals. Show less -
PartnerAdukia And Associates Apr 2017 - PresentMumba
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Advisor - Debt SyndicationMeridien Business Consultants Private Limited Dec 2012 - PresentMumbai Area, IndiaStructured Debt Funding Deals and Proposals for Working Capital, Capacity Expansion and Project Funding requirements of companiesPreparing the Credit Monitoring Analysis [CMA], Detailed Project Report, Industry Analysis Report and Financial Projections keeping the industry scenario in mindKey Functional Areas:Liaison with Bankers to address and solve their queriesAssisted the marketing team to generate new leads and conduct preliminary meetings with prospective… Show more Structured Debt Funding Deals and Proposals for Working Capital, Capacity Expansion and Project Funding requirements of companiesPreparing the Credit Monitoring Analysis [CMA], Detailed Project Report, Industry Analysis Report and Financial Projections keeping the industry scenario in mindKey Functional Areas:Liaison with Bankers to address and solve their queriesAssisted the marketing team to generate new leads and conduct preliminary meetings with prospective clients Show less
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Co-Founder & CooZapsty Dec 2012 - Dec 2013Mumbai Area, IndiaZapsty is a platform where you get to explore the city around you, dine at great restaurants, hop on to events, plan your movies, shop like you rob, know what your friends are upto, even look for rejuvenating escape’s and while doing all this grab offers from spots you wanna hang out at & do more of what you LOVE with less.If that’s not enough then broadcast your presence and let all your friends know of your hang out spot. Assume you are going for an IPL match or you are hanging out at… Show more Zapsty is a platform where you get to explore the city around you, dine at great restaurants, hop on to events, plan your movies, shop like you rob, know what your friends are upto, even look for rejuvenating escape’s and while doing all this grab offers from spots you wanna hang out at & do more of what you LOVE with less.If that’s not enough then broadcast your presence and let all your friends know of your hang out spot. Assume you are going for an IPL match or you are hanging out at a cool restaurant or a coffee shop, then why not broadcast your visit by simply tapping your thumb on ‘check in’ & see your friends join you, online & offline.With new and diverse offerings each day, we inspire our user’s to discover everything from dining, shopping, weekend outings to watching movies and more. Show less -
Associate-M&A-Transaction Advisory ServicesErnst & Young Aug 2011 - Nov 2012Mumbai Area, IndiaPreparation of pitch books,Teaser,Information Memorandum,Financial Model and leading and advising the client on diligence issues. -
ManagerAdukia & Associates Nov 2010 - Jul 2011MumbaiBusiness Laws,Consultancy,Project Finance,Valuation,Drafting Agreements,Appearance before various Government Authorities
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TraineeAdukia & Associates Apr 2008 - Nov 2010Consultancy on various Business LawsAddressed various conferences at National & International Level,being the only article selected for the same.
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TraineeSinghi Advisors Private Limited Jan 2011 - Feb 2011Preparation of Teasers and research on Green Energy
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TraineeDeloitte Haskins & Sells Mar 2007 - Jun 2008Handling audit related assignments in all areas of Balance Sheet & Profit and Loss
Rishabh R. Adukia Education Details
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Cfa Insitute,UsaFinance And Financial Management Services -
Financial Planning Standards Board,UsaFinancial Planning -
The Instiute Of Chartered Accountants Of IndiaFinance -
Compliance,Risk Governance -
Narsee Monjee College Of Commerce & Economicsmumbai UniversityFinance -
BcgSchool Education
Frequently Asked Questions about Rishabh R. Adukia
What company does Rishabh R. Adukia work for?
Rishabh R. Adukia works for Adukia And Associates
What is Rishabh R. Adukia's role at the current company?
Rishabh R. Adukia's current role is Partner.
What schools did Rishabh R. Adukia attend?
Rishabh R. Adukia attended Cfa Insitute,usa, Financial Planning Standards Board,usa, The Instiute Of Chartered Accountants Of India, Institute Of Company Secretaries Of India, Narsee Monjee College Of Commerce & Economicsmumbai University, Bcg.
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