Personal Finance Readiness

Rajesh Minocha, CFP®

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Personal Finance Readiness
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FREE
30 mins

Do you dream of financial freedom but struggle with complex plans and investment strategies? It's time to turn those dreams into reality. With over 21 years of rich experience with industry leaders like ICICI and Franklin Templeton, I'm here to help you achieve financial independence.


I am a Certified Financial Planner (CFP) and MBA graduate from JBIMS, Mumbai. I am passionate about helping individuals like you craft tailored financial strategies that align with your unique aspirations. At Financial Radiance, my dedicated team and I offer personalized financial planning services, leveraging our extensive experience to guide over 350 families toward their financial goals. We have been helping our clients achieve financial freedom since Dec 2016.


I am also author of 3 books:

  1. Retire On Your Terms
  2. Second Innings On Your Terms
  3. Purpose Beyond Paychecks

All books are available on Amazon and other platforms. Here is the link to get an overview of all of them. amzn.to/4fIolEG


With a focus on:

  • Personalized Financial Strategies – We’ll work closely to curate a financial plan that perfectly fits your lifestyle and ambitions.
  • Investment Insights – Leverage my extensive expertise in mutual funds and structured investments to build a robust portfolio.
  • Risk Mitigation – Protect your wealth with effective term and health insurance solutions, ensuring your financial future is secure.
  • Educational Empowerment – Learn how to manage your finances and make informed decisions for a stable, prosperous future.


Imagine the peace of mind that comes with knowing your finances are in expert hands, leaving you free to focus on what you love. Be it planning your retirement, diversifying your investments, or mitigating risks; we can craft a strategy that puts you on the path to success.

I’ve authored three insightful books available globally on Amazon, which guide you on maintaining a work-life balance, enjoying a fulfilling retirement, and living for purpose beyond paychecks.


Connect with me for a comprehensive discussion. Let’s build a future where financial worries are a thing of the past, and your dreams are within reach. There are no charges for this session. However, investments need to be made through me to continue the association and ensure regular tracking and support. More details are available at www.financialradiance.com/disclosure.


Invest in your future today. Reach out to me at [email protected] to discuss your personal financial journey. You can also set up the meeting at: https://calendly.com/financialradiance/review-meeting