Services
Video meeting . 30 mins
Financial planning
Let’s make your money work for you — not the other way
Priority DM . 2 days reply
Priority DM . 2 days reply
Video meeting . 15 mins
Video meeting . 30 mins
Priority DM . 2 days reply
About me
Hi, I’m Rajesh K S, a Certified Financial Planner™ with over two decades of experience helping individuals and families turn their financial goals into clear, actionable plans.
I believe financial planning isn’t about chasing returns — it’s about creating balance, freedom, and happiness in every stage of life. Whether it’s planning your child’s education, building long-term wealth, or achieving financial independence, my approach blends simplicity, discipline, and empathy.
What I do
Personalized financial & investment planning
Mutual fund and portfolio strategy
Retirement and goal-based planning
Wealth management for NRIs & professionals
My philosophy
Money should serve your life — not the other way around. I help you make your wealth sustainable, meaningful, and aligned with your life goals.
Let’s build your financial story — one smart decision at a time.