Rakshit Goyal

Co-Founder at Midas Investment Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Bengaluru, Karnataka, India, IN
Languages
  • English Native or bilingual proficiency
  • Hindi Native or bilingual proficiency

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Credentials

  • NISM-Series-X-A: Investment Adviser (Level 1)
    NISM
    Mar, 2016
    - Nov, 2024
  • NISM-Series-X-B: Investment Adviser (Level 2)
    NISM
    Mar, 2016
    - Nov, 2024
  • Certified Financial Planner(CFP)
    FPSB
    Sep, 2018
    - Nov, 2024
  • Chartered Financial Analyst(CFA) Level 1
    CFA Institute

Experience

  • EDGE Associates
    • India
    • Financial Services
    • 1 - 100 Employee
    • Co-Founder
      • May 2016 - Present

      We at Midas Investment Advisors believe that everyone’s life and economic situation is unique. Hence, a comprehensive personalized financial plan is vital while mapping one’s goals with the right financial products and services. We understand that our clients are in different stages of life: someone could be buying a home, another could be financing his/her child’s education or planning for retirement. We strongly believe a comprehensive financial plan must replicate one’s situation in life. We ensure that our clients meet their Life’s financial goals and live their dreams without any difficulties! Our expertise - • Evaluate current: Investments | Loans | Life Insurance | Health Insurance • Understand your goals: Retirement Planning | Child Plan | Purchase of Property | Others • Understand your Risk Management requirements: Life & Health Insurance • Align current investments to pre-determined goals • Understand gap for different goals and plan for the same • Reduce your tax liability • Safeguard your family from any contingencies • Implement the proposed plan for you • Monitor the plan to help you fulfill all your dreams and protect your family from any miss-happenings If you need help managing your hard-earned money, please feel free to reach me on email - goyal@midasadvisors.in or mobile - +91 8105437560 Show less

  • Deeraj Shetty - Your Personal CFO
    • India
    • Financial Services
    • 1 - 100 Employee
    • Co-Founder & Director
      • May 2011 - Mar 2016

  • IBM
    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Associate System Engineer
      • Sep 2007 - Mar 2010

Education

  • S P Jain School of Global Management, Singapore/Dubai
    MBA, Investment Banking and Wealth Management
    2010 - 2011
  • M.S Ramaiah Institute of Technology, Bangalore
    B.Tech, Mechanical Engineering
    2003 - 2007

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