I am Sanjay Rao, a financial advisor, who can help you plan your finances in such a manner that you can smoothly sail through your short-term, mid-term and long-term goals such as vacations, big-ticket purchases, education, marriage expenses, retirement etc.

I believe in active portfolio management where I have a heart-to-heart discussion with my clients every six months in order to review their portfolio. I work closely with my clients on ‘what if’ scenarios which help them see their finances over the next five, ten or even twenty years into the future. I assess the financial needs of my clients and create individualized financial plans for savings, retirement, investments and insurance.

Having trained for the Ironman 70.3 triathlon and successfully completed it, I have learnt to forget about the things over which I have no control and instead focus my energies on things that I can control. I can help you bring the same focus on your financials. Just like in the triathlon, there are 3 goals to accomplish, similarly, in financial planning, I help you divert your energies towards multiple goals in order to make sound strategic decision which would create wealth. So, whether you are an individual or a company, I can help you with a structured approach to your financial direction.