Logo
Logo
Logo
Search By Categories
By Needs
  • Loading...
By Products
  • Loading...
By Specializations
  • Coming soon
Professionals Get ListedDownload Free Guidebook
Get Financial Wellbeing Check-Up
Logo
Logo
Vasanthi Rawat | Vasanthi Rawat | BangaloreVasanthi Rawat | Vasanthi Rawat | Bangalore

Vasanthi Rawat

Vasanthi Rawat•Bangalore,KA
Pine A1, 401/501, Prestige Greenwoods, Varthur Rd, Rajana Colony Cv Raman Nagar BENGALURU, KARNATAKA 560093,
Bangalore, KA, 560093
Pine A1, 401/501, Prestige Greenwoods, Varthur Rd, Rajana Colony Cv Raman Nagar BENGALURU, KARNATAKA 560093, Bangalore, KA, 560093
View LinkedinView Website
LinkedIn
About

Vasanthi Rawat, CFP, AMFI-Registered Mutual Fund Distributor. With over 16 years of experience in the financial services industry, I specialize in helping individuals and families achieve financial freedom through customized investment strategies. At Rawat Investments. My solutions are focused on wealth creation, regular monthly income, and tax-efficient planning. Our approach combines deep market insights with a client-first philosophy, serving over 250 clients globally. Whether it's retirement, legacy, or income planning, we help clients make smart, goal-driven financial decisions.

Practice at a glance

16
Years of Experience
200
Families Served
₹22
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Senior Citizens / Retirees, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Government Staff
Language Spoken:Hindi, Tamil, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BA – Bachelor of Arts

Industry Education

NISM V-A – Mutual Fund Distributors 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

Can help you buy / invest in

Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Vasanthi Rawat.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check