Deepesh Raghaw

N/A

Registered Investment Advisor

Service Location

Noida

Professional Licenses

SEBI RIA

#INA100002719

Fee Only Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a fixed fee-only basis, ensuring their recommendations are strictly aligned with your best interests without conflict of interest from commissions or asset accumulation.

Contact Information

Address

H-5, Gyan Sarovar, Aligarh - 202001, Uttar Pradesh.

Website

https://www.personalfinanceplan.in/

Client Focus & Services

Best suited for

Investors seeking fiduciary advice with legal obligation to act in their best interests. High-net-worth individuals, families, and institutions looking for comprehensive wealth management, portfolio construction, and ongoing investment guidance under strict regulatory oversight.

Problems solved

Portfolio underperformance, lack of investment strategy, regulatory compliance concerns, fiduciary duty assurance, complex portfolio management, succession planning, risk management, systematic rebalancing, performance evaluation, tax-efficient investing.

What this advisor does NOT do

This advisor does not sell insurance products, mutual funds, or any commission-based financial products. They do not accept referral fees from third parties. They do not provide daily stock trading recommendations or speculative investment advice. They do not offer tax return preparation, legal drafting, or actuarial services.

About Deepesh Raghaw

Deepesh Raghaw is a fee-only SEBI-registered Investment Adviser. He possesses strong academic credentials, having graduated from the Indian Institute of Information Technology, Allahabad, and later completed his MBA from IIM Lucknow. In addition, he has successfully cleared all three levels of the Chartered Financial Analyst program from CFA Institute, USA, which reinforces his authority in investment analysis and financial planning.

With extensive professional exposure across software services, telecom, and banking, Deepesh has built rich and varied experience in the financial domain. He made the deliberate decision to leave his position at a leading private bank in order to establish his own advisory venture. This transition marked the formalization of his long-standing interest in guiding individuals toward smarter and more disciplined management of their personal finances.

Deepesh is deeply passionate about financial literacy and investor education in India. He writes regularly on topics relating to personal finance, investments, and tax planning, and many of his articles have been featured in respected publications such as Business Standard, Financial Express, and CNBC TV18. He also appears consistently on business television programs, using these forums to spread awareness about the importance of structured financial planning and process-driven investing for achieving long-term financial goals.

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