Rakesh Misra: Your One-Stop Solution for Financial Planning & Investment Needs With over 29 years of experience, we are perfectly positioned to help you choose the right investments to achieve your financial goals. We specialize in personalized life planning strategies designed to create, grow, and preserve wealth. With a client base of more than 2,500 satisfied customers, we proudly serve salaried individuals, business owners, students, professionals, homemakers, government employees, and retirees. Our mission is to provide every client with a concrete and achievable plan for a secure and prosperous future.

OUR MILESTONES:-

• Professionally Certified AFP in Retirement Planning and Employee Benefits.
• A client base of over 2,500 satisfied customers.
• Management of investment portfolios for NRI clients.
• Certified AFP in Risk Analysis and Insurance Planning.
• Life Member of MDRT (USA).
• Recognized in the Honor Roll of MDRT (USA) among 6,500 advisors worldwide.
• Qualified for the Court of the Table (USA) distinction.
• Member of LIC of India's Galaxy Club.
• Member of LIC of India's Corporate Club.
• Attended several international conferences in USA, Canada, and Australia.
• Consistently achieved the prestigious MDRT (Million Dollar Round Table), USA, for over 18 years.