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.