Rajeev Bansal

Background

About Rajeev Bansal

I help professionals like you align financial goals through curated SIPs or lumpsum investments, using a simple 3-step strategy: 1⃣ Personal Risk Profiling – to identify whether you're Conservative, Balanced, or Aggressive 2⃣ Asset Allocation across Equity, Debt, Gold & Silver based on your risk profile 3⃣ Periodic Portfolio Review & Rebalancing, if needed With ₹120+ Million AUM under management and 10+ years of experience in the capital market domain, I combine my expertise in mutual funds, equity, and derivatives to help clients grow and protect their wealth with confidence. Who I Am: I’m Rajeev Bansal, a Wealth Creation Specialist and AMFI-Registered Mutual Fund Distributor, focused on helping clients achieve long-term financial independence through structured, risk-adjusted portfolios. After working in senior management roles for nearly two decades, I transitioned to full-time investing and portfolio advisory in 2019, bringing a data-driven, goal-based approach to every client relationship. My Core Expertise:*Personal Risk Profiling – Understanding your financial personality to craft the right portfolio *Asset Allocation Strategies – Diversified mix of equity, debt, and international exposure for stable growth *Smart SIP & Goal-Oriented Investing – Monthly, Step-Up, and Smart SIPs designed to match life goals *Wealth Preservation & Growth – Structuring portfolios to deliver consistent, risk-adjusted returns My Mission: To help every investor — whether beginner or seasoned — align their investments with their personality and goals, so their money works as hard as they do. Let’s Connect: If you’re looking to build a portfolio that matches your risk profile and life goals, or wish to explore collaborations in wealth management, connect with me. https://forms.gle/htuCgbV6thVUegrN9 https://forms.gle/Wx36NHRds2G4oSEA7 https://wealthinfocus.com/