Ramesh Kumar Rathi

Introduction : A thorough finance professional with over 20 years of experience & expertise in the areas of investments, insurance, equity and tax planning.

Passion : To meet peoples personally and attend/solve their varied queries/confusions successfully.

Mission : Knowledge Sharing & Financial Literacy.

Academics

• Chartered Accountant (CA)
• Company Secretary (CS)
• Certified Treasury Manager (CTM)

Specializations

• Diploma in Insurance & Risk Management (DIRM)
• Certification in Mutual Fund Distribution
• Certification in Equity Derivatives
• Certification in Life & General Insurance