Rajendra Bhatia

Background

About Rajendra Bhatia

As Family CFOs team AIPL empowers Professionally qualified, family oriented & ambitious individuals to help them gain immense clarity on their life goals, manage cash flows optimally & build sound personal balance sheets - all this in a simple yet effective manner. So, if you want to celebrate abundance of Joy and Happiness, after responsibly taking care of you & your loved one's all future needs & create a legacy, you are at the right place: Highly skilled & experienced Team AIPL's expertise lies in understanding your resources, dreams & goals, craft powerful strategies to align them in a harmony & execute a long-term Peaceful Investing Strategy with a clear focus on Safety, liquidity and growth: Along with a professional team of experts, I am a CFP, Life Planner from Kinder Institute of Life Planners, USA, having 25+ years of experience & in-depth knowledge of personal finance space. I have been serving HNI & NRI families with goal focussed & tax efficient investment portfolios, providing personalised insurance solutions to mitigate their life & health risks & assisting in writing wills & creating family trusts: Wide bouquet of investment products - Mutual Funds, PMS, AIFs, Corporate Fixed Deposits, Bonds Creating & executing a sound Goal Oriented Peaceful Investing Strategy Retirement planning and execution - our USP 24 x 7 online portfolio reporting & transaction capability Life & Health insurance solutions Tax Planning Assistance Assistance in Will & Family trust creation Free Investor Education initiatives - Arthashastra Talks, articles in newsprint: SME Business owners Working Professionals - Directors, CFOs, CBOs etc Non-Resident Indian's (NRIs) Doctors, Lawyers, Chartered Accountants etc. Architects & Interior Designers Software Developers Trainers & Coaches IT, Web & Social Media Consultants : “I have found them to be trustworthy, sensitive, helpful and are always equipped with innovative ideas and are market savvy. My portfolio has grown immensely over these years through good planning & timely execution” – Vinay Bhat, CA “While staying abroad Rajendra & team continues to maintain my investment portfolio with simple & quality advices. They are highly trustworthy & very responsible towards your money & I highly recommend them as investment advisers to invest in Indian markets, more so if you are not living in India” – Deepak Bisht, NRI Happy to Connect here!