About Rajesh​

A trusted authority in personal finance, renowned for engaging talks and best-selling books that help families simplify money management and create sustainable financial success

I hold an MBA from the prestigious Jamnalal Bajaj Institute of Management Studies (JBIMS), Mumbai, and I am also a Certified Financial Planner (CFP®). With over 21 years of experience working with top organizations like ICICI and Franklin Templeton, I transitioned into entrepreneurship in 2016 after achieving my financial goals.

Driven by my passion for personal finance, I founded Financial Radiance to help individuals achieve financial freedom. As an AMFI Registered Mutual Fund Distributor, I manage a portfolio of over 350 families, guiding them through mutual fund investments and ensuring risk mitigation through term and health insurance. Starting with close acquaintances and friends, my practice has grown organically through referrals and social media presence. Promoting financial literacy is at the heart of what I do.

I regularly conduct Investor Education Programs (IAPs), both in-person and online, for corporates and educational institutions. My efforts have been recognized by leading media platforms, including The Economic Times and Zee Business. I am also the author of three books: Retire on Your Terms and its sequel, Second Innings on Your Terms and Purpose Beyond Paychecks.