Col. Rakesh Goyal (Retd)

Let's Invest Wisely

Certified Financial Planner

Service Location

Gurugram

Professional Licenses

FPSB

#IN150492

₹

Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

A3-103, Plaza at 106, Sector 106, Dwarka Expressway, Gurgaon (Gurugram) - 122017, Haryana.

Website

https://letsinvestwisely.com/

Client Focus & Services

Best suited for

Individuals and families requiring comprehensive, holistic financial planning from certified professionals. Clients navigating major life transitions such as marriage, divorce, career changes, retirement, or inheritance who need integrated advice across all financial domains.

Problems solved

Comprehensive financial planning needs, retirement readiness assessment, education funding strategies, estate planning coordination, insurance optimization, tax planning, budget management, debt reduction strategies, goal prioritization, cash flow optimization.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation.

About Col. Rakesh Goyal (Retd)

Col Rakesh Goyal (Retd) is a former Army Officer, and his deep passion lies in the realm of personal finance management. Despite earning his engineering degree from BITS, Pilani, he has dedicated the past three and a half decades to researching and delving into the intricacies of personal finance. This journey led him to attain certification in Financial Planning (CFP) through the Financial Planning Standard Board of India (FPSB), an affiliate of the FPSB in the USA.

His mission is to guide individuals in structuring their personal finances in a well-organized, systematic, and effective manner, all in pursuit of their financial objectives within specified timeframes. Together with his team at Lets Invest Wisely, a prominent financial services firm, they offer comprehensive support, including customizing investment plans to prioritize financial goals, crafting retirement plans tailored to specific needs, optimizing tax strategies, safeguarding assets through insurance planning, and facilitating wealth creation. Additionally, they assist in estate planning, which encompasses drafting wills and establishing family trusts, ensuring the seamless transfer of assets to the next generation.

The investment offerings encompass a diverse array of options, including mutual funds, Portfolio Management Services (PMS), corporate fixed deposits, and term insurance. These provisions are designed to not only protect families from financial hardship in the event of premature loss but also to strategically manage the distribution of assets to subsequent generations through effective estate planning.

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