One on One Phone Session

Reaching out for personal advise on financial planning and investing

Raja is helping hundreds of people each month in their quest to “Get rich and Retire early”. Raja can help you in answering  questions like:

  • How do I make a 10-20 year financial plan for me and my family?
  • I have done reasonably well in career – when can I retire from work and follow my passions?
  • I have earned well and invested well – how much financial assets should I have to be able to leave active corporate career and follow my passions?
  • I have “X” amount of money - where do I invest now?
  • I have the following portfolio of stocks and mutual funds and insurance schemes – can you please see it and recommend any corrective actions?
  • I want to invest in real estate in Bangalore – can you suggest some good options? (Raja does not have knowledge of real estate properties beyond Bangalore)

Most of these services are free and Raja would be happy to help you. In some exceptional cases, Raja may charge as the services need a fair amount of time and effort.


Group Session

Sessions on Financial planning and investing in Indian conditions

Raja is a popular speaker in the area of financial planning and investing in India. He does about 40-50 sessions per year. He speaks on personal financial planning and best practices in investing in India through Mutual funds, Direct Equities, Real estate, Insurance, Gold and Fixed income schemes. Some of the companies where he has addressed recently are Intel, SAP Global Development centre, Microsoft, Nokia, Mindtree, Mphasis, IBM, Ingersoll Rand, Ericsson, Netapps, CGI, Caterpillar India, 3M India, Bosch, Atos Origin, Cisco, NTT Data, Axa, Accenture, NEC, HCL and Happiest Minds. Beyond companies, he has also addressed groups of investors in residential complexes, book stores and college alumni meets. All of his sessions are customised – based on the requirements of the organisers and the audience profile. Format of session can vary from a ninety minute book session on “How to get rich and retire early” to Financial planning, Equity valuation or Investing workshops that last up to six hours. The ninety minute book sessions are free except for travel and stay out of Bangalore. In case you want to have Raja come over for a longer session, please do fill in the details below and we will get in touch with you..


Meeting Raja