Logo
Logo
Logo

Home

Search By Categories
By Needs
  • Loading...
By Products
  • Loading...
By Specializations
  • Coming soon
Professionals Get Listed
Download Guidebook
Logo
Logo
 Rajesh Gada, CA,CFP,QPFP | Gada & Haria Pvt Ltd | Mumbai Rajesh Gada, CA,CFP,QPFP | Gada & Haria Pvt Ltd | Mumbai

Rajesh Gada, CA,CFP,QPFP

Gada & Haria Pvt Ltd•Mumbai,MH
5, Framroz Court, 2nd Floor, Ddadasaheb Phalke Road, Dadar (CR),
Mumbai, MH, 400014
5, Framroz Court, 2nd Floor, Ddadasaheb Phalke Road, Dadar (CR), Mumbai, MH, 400014
View LinkedinView Website
LinkedIn
About

I am in the noble profession of helping Individuals and Families to reach their Dreams & Life -Goals by providing outstanding services in the field of Individual Finance and Tax Planning. Our Client First approach has earned us a deep goodwill amongst our clients. I regularly lead seminars on Life Insurance, Retirement Planning, Wealth Management, organising your financial documents etc. My life motto is continuous learning- I have participated in programs like Certificate Course in Jainism from Mumbai University, The Landmark Forum, Productivity Pathshala, Vipassana, Living Philosophy, Art of Living etc. My Interests range from finance to economics and politics to social science & governance. I am a voracious reader having collection of more than 500 books. I enjoy classic movies, Theatre, Gujarati Literature & Poetry, Music. I get fulfilment from Paintings, Photography, Sculpture, Artefact etc. I believe in social activism and a volunteer for spreading awareness about the RTI Act.

Practice at a glance

30
Years of Experience
300
Families Served
₹450
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

CA – Chartered Accountant

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Children’s Goals
Organize Financials
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Global Investing
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Rajesh Gada, CA,CFP,QPFP.

Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check