Rajesh Minocha, CFP® — Independent Director
Rajesh Minocha · CFP® Contact Rajesh
Independent Director Profile

Rajesh Minocha, CFP®

Independent Director  |  Board & Governance

30+ years across finance, technology, enterprise transformation and entrepreneurship — bringing an integrated perspective to strategy, capital allocation, risk, technology and long-term value creation.

MMS (Finance): Jamnalal Bajaj Institute of Management Studies (JBIMS), Mumbai
Certified Financial Planner (CFP®)
IICA Independent Director Proficiency Assessment (IICA): 84%
Independent Director Databank Registration
Bachelor of Engineering (Mechanical)
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Portrait of Rajesh Minocha, CFP®
Board Value

What I Bring to the Boardroom

Strategy & Board Effectiveness
Perspective on enterprise strategy, strategic choices, execution trade-offs and long-term value creation, including experience as a member of Franklin Templeton India's Management Committee.
Risk & Financial Oversight
Experience in project finance, credit appraisal, business-model evaluation, financial viability and risk assessment, combined with current responsibility for financial stewardship in a regulated financial-services business.
Capital Allocation
A strong foundation in evaluating capital requirements, cash flows, investment assumptions and downside risks, developed through ICICI project finance and credit appraisal experience.
Technology & Digital Governance
30+ years at the intersection of business and technology, including technology transformation, testing, shared services and operating-model change — bringing a business-value lens to technology decisions.
Transformation & Organisational Capability
Experience building new capabilities, redesigning operating models, leading enterprise change and developing talent across global organisations.
Governance, Resilience & Accountability
Experience working in regulated environments, managing operational and technology risks, business continuity, stakeholder expectations and organisational accountability.
Evidence

Evidence of Enterprise Leadership

01

Franklin Templeton India Management Committee

Member of the 12-member India Management Committee, contributing to enterprise strategy, technology investment, governance, talent and operational decisions.

02

₹250+ Crore Wealth Practice

Founder & CEO of Financial Radiance, managing ₹250+ crore across 425+ families — bringing current entrepreneurial experience in growth, financial stewardship, technology, compliance and risk.

03

Enterprise Transformation

Established Franklin Templeton's first offshore Legal Shared Services Centre and led a 65-member Centralised Testing Services organisation.

04

Capital & Financial Analysis

At ICICI, worked in project finance and credit appraisal, evaluating business models, capital requirements, cash flows, financial viability and execution risks.

05

Organisational Capability

Built specialist teams, led enterprise change and developed initiatives such as Franklin Templeton's Business Literacy programme, which reached approximately 2,000 employees and was adopted across around 20 countries.

Career

Six Organisations, One Continuous Thread

1995–2000
ICICI
Credit Appraisals & project finance — the analytical foundation for capital allocation judgement.
2000–2003
Polaris
Corporate planning in the CEO’s office; led global banking transformation projects.
2003–2005
HCL Tech
Business analysis & testing leadership; lifted client satisfaction from 2.8 to 4.0/5.
2005–2006
Wipro
Built a testing pre-sales practice; personally recruited an 80-member team.
2006–2016
Franklin Templeton
Management Committee; Global Testing; Legal Shared Services; enterprise change.
2016–Now
Financial Radiance
Founder & CEO — ₹250+ crore wealth practice across 425+ families.
Board Fit

Where the Experience Fits Best

Relevant Sectors

Banking & Financial Services Asset & Wealth Management FinTech Technology & IT Services Professional Services Founder-led & Mid-market Businesses

Potential Committee Contribution

Audit & Risk
Financial analysis, risk oversight, regulated environments and business continuity.
Technology & Digital
Technology investment, transformation, digital governance and technology risk.
Nomination & Remuneration
Leadership, talent development, organisational capability and management experience.
Investment / Strategy
Capital allocation, project finance, strategic evaluation and long-term value creation.
Thought Leadership

A Recognised Voice in Personal Finance

Author of 3 books · 150+ published articles · 60+ speaking / investor-education sessions · 3,000+ participants reached

Retire on Your Terms book cover Retire on Your Terms Second Innings on Your Terms book cover Second Innings on Your Terms The Career Escape Plan book cover The Career Escape Plan
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Boardroom Perspectives

The Complete Collection

Explore the complete collection of Rajesh’s writing and commentary on boardroom governance, strategy and leadership.

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Board Information

Documents for Board Review

Documents and resources for board search consultants, chairs and directors evaluating this candidacy.

Download One-Page Board Profile
A quick overview of board contribution and experience.
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Download Board CV
Detailed career, credentials and experience.
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Contact

Available for board and advisory conversations

Portrait of Rajesh Minocha, CFP®
Phone+91 98664 61113
Emailcontact@rajeshminocha.com
LinkedInlinkedin.com/in/rajeshminocha
LocationDelhi, India
Independent Director Roles Board Advisory Governance Committees Strategic Advisory