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Rahul Jawahar | Rubik Wealth Pvt Ltd | PuneRahul Jawahar | Rubik Wealth Pvt Ltd | Pune

Rahul Jawahar

Rubik Wealth Pvt Ltd•Pune
Office no-55, Vision Flora Mall, Pimple Saudagar, Pune,
Pune, 411027
Office no-55, Vision Flora Mall, Pimple Saudagar, Pune, Pune, 411027
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About

Rahul Jawahar Founder | Rubik Wealth Pvt Ltd As the Founder of Rubik Wealth Pvt Ltd, a goal-based boutique wealth management firm, I specialize in providing holistic investment and wealth management solutions for both individuals and corporates. With over 20 years of revolutionary experience spanning across Media, Banking, Wealth Management, and Fintech, I've successfully led businesses through various stages of their lifecycle—from startups to industry leaders. A Transformational Leader with a passion for driving growth, I thrive on implementing disruptive ideas, particularly during high-growth and expansion phases. Throughout my career, I have consistently achieved aspirational business goals, earned recognition for top performance, and set benchmarks across various assignments. I hold an MBA in Finance & Marketing from PUMBA and possess expertise in Transactional Banking, Portfolio Management, Wealth Management, P2P Lending, Digital Business, Project Management, and Retail Credit

Practice at a glance

1
Years of Experience
30
Families Served
₹5
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

PFRDA Registered Retirement Adviser

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XVII: Retirement Advisor Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Rahul Jawahar.

Financial Goals Analysis
Financial Health Check-up
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check