Rachna Koppikar

We help Families, Individuals, Entrepreneurs, create wealth through strategic mutual fund investments and protect assets through insurance. With two decades of experience as a mutual fund analyst and as a personal finance editor, we have seen the ups and downs of stock markets since year 2000. Therefore, we are well-positioned to handhold clients and help them start their investment journey through mutual fundsother investment products like fixed deposits, pension schemes. We also help clients analyse and assess their insurance needs and offer customised solutions with a leading Delhi-based insurance broking firm which allows us to offer insurance from all major insurance companies. We are passionate about financial education. We conduct financial wellness programs for corporates and women's groups.