Raunak started his career in fee-based financial planning in Mumbai - India in January 2013 and a year later moved over to Dubai in January 2014.
He started his financial advisory journey with DeVere Group and then moved over to Continental Financial Services where he worked for 8 years before coming over to Holborn.
Raunak specializes in retirement planning, wills, portfolio management and jumbo life insurance for his clients.
Majority of his clients are Non-resident Indians and expats from all over the world.
He loves to stay updated with the current market trends and the super fast evolving technology.
Raunak's aim is to empower everyone with the knowledge of disciplined financial planning, which would help them become financially secure and independent.
He believes that - “Ideas don’t change your life, You change your life with the power of great ideas by implementing on them”.
- CISI - International Securities and Investment
- SEBI - NISM Certification, Indian Mutual Funds
- International College of Financial Planning - Advanced Programme in Financial Planning