Abhishek Rajan
Mumbai Metropolitan Region,India
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Abhishek Rajan is a seasoned Certified Financial Planner® dedicated to empowering individuals and families to achieve their financial aspirations. With over a decade of experience in wealth management, investment strategy, and comprehensive financial planning, Abhishek offers personalized advice tailored to each client's unique circumstances and long-term goals. He specializes in retirement planning, portfolio management, risk assessment, and tax-efficient investment strategies. Abhishek is known for his client-centric approach, breaking down complex financial concepts into understandable actions, and building lasting relationships based on trust and transparency. He is passionate about financial literacy and committed to upholding the highest fiduciary standards in guiding his clients towards financial security and independence.
Professional Summary
Abhishek Rajan's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Certified Financial Planner® (CFP®) Designation
Successfully met the rigorous education, examination, experience, and ethics requirements set by the Financial Planning Standards Board India (FPSB India), demonstrating expertise in comprehensive financial planning.
Consistent Client Portfolio Growth
Proven track record of developing and implementing investment strategies that have consistently helped clients grow their wealth and meet their financial objectives over the long term.
Excellence in Client Advisory
Recognized by peers and clients for providing exceptional financial advice, clear communication, and dedicated service, leading to high client retention and satisfaction.
Speaker on Financial Wellness
Frequently invited to speak at workshops and seminars on topics related to personal finance, investment planning, and retirement strategies, contributing to community financial literacy.
Educational Background
PGDM, Finance, General
K.J. Somaiya Institute of Management Studies & Research - Year 2011
Ramakrishna Mission Ashrama Vidyalaya, Narendrapur(Kolkata) - Year 1995
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Company Overview
HDFC BankHDFC Bank Ltd. is one of India's leading private sector banks, incorporated in August 1994. It offers a wide range of banking and financial services including retail banking, wholesale banking, and treasury operations. The bank serves millions of customers through a vast network of branches, ATMs, and digital channels, providing products like savings accounts, loans, credit cards, and investment services. Post its merger with HDFC Limited (the parent housing finance company) in July 2023, it has become one of the largest financial services conglomerates in India.
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