Satish Rajan N

Satish Rajan is a SEBI registered Investment Adviser, proudly holding the SEBI Registration No. INA200002189. His educational journey began at St. Xavier's Collegiate School in Kolkata, followed by his B.Sc. degree from Bhowanipur Education Society College, also in Kolkata. His quest for knowledge and expertise led him to attain the prestigious Chartered Accountant qualification in 1988.

His career path led him through various senior roles in both the public and private sectors, across India and overseas. He commenced his professional journey with BPCL at Kochi Refinery and gradually advanced, culminating in the position of Chief Financial Officer at the Arabian Shield Cooperative Insurance Company in Riyadh.

During his tenure in the corporate world, he frequently found himself approached by friends and colleagues seeking guidance on investment matters. As an NRI, he observed a conspicuous gap in the availability of qualified professionals who could provide expert advice in the intricate domains of investments, taxation, and financial planning. Recognizing this void, he identified an opportunity to establish a business focused on delivering investment advisory services.

In 2009, he returned to India with the intent of launching a wealth management company in collaboration with a friend. However, as circumstances evolved, he embarked on his path as a registered Investment Adviser in 2014, driven by a vision to offer sound investment guidance and financial planning expertise to individuals navigating the complex landscape of wealth management.