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Rajesh Minocha, CFP | Financial Radiance | Gautam Buddha NagarRajesh Minocha, CFP | Financial Radiance | Gautam Buddha Nagar

Rajesh Minocha, CFP

Financial Radiance•Gautam Buddha Nagar,UP
B 346, Victoria Drive, Paramount Golf Foreste, Opp. Sector Zeta 1, Greater Noida,
Gautam Buddha Nagar, UP, 201306
B 346, Victoria Drive, Paramount Golf Foreste, Opp. Sector Zeta 1, Greater Noida, Gautam Buddha Nagar, UP, 201306
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About

I am a Certified Financial Planner (CFP®) and founder of Financial Radiance. I have 21+ years of experience at companies such as ICICI, HCL Technologies, and Franklin Templeton. I retired from corporate life at 45 at the end of 2016 through disciplined financial planning. Since my retirement, I have been helping professionals in India and globally clarify and structure their financial decisions, with a focus on retirement planning, mid-career transitions, and goal-based investing, supported by behaviour-driven money coaching and holistic risk management. I specialise in working with working professionals, women investors and retirees. I am the author of three books: Retire on Your Terms, Second Innings on Your Terms, and The Career Escape Plan. All my books are available globally on various platforms like Amazon. I am also featured regularly in the media. I believe financial freedom comes not from earning more, but from planning better and aligning money with life and purpose.

Practice at a glance

30
Years of Experience
425
Families Served
₹240
Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Women Investors, Senior Citizens / Retirees, Salaried Executives
Language Spoken:Hindi, English

Qualification Completed

CFP – Certified Financial Planner

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-117902

IRDAI Licensed Insurance Agent (Life)

ICI01311645

Education

Formal Education

BE – Bachelor of Engineering, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination

Can help you to

Plan Complete Finances
Organize Financials
Invest for Goals
Plan Retirement
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
Gift City

Complimentary Services

Get any of the free services to experience working with Rajesh Minocha, CFP.

30 Minute Q&A — Ask Me Anything
Financial Health Check-up
Mutual Fund Portfolio Review
Retirement Readiness Check
Financial Wellbeing Workshop