Rajesh Joshi - CFP

Rajesh Joshi - CFP Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Rajesh Joshi - CFP, Financial planner, Xrbia hinjewadi hills phase 2, marunji, nere, namaste, Pune.

Guiding individuals & families toward financial freedom with 25 years of expertise | Certified Financial Planner (CFP) | Investment, Retirement & Tax Planning | Pre-IPO & Unlisted Shares | Wealth Creation & Portfolio Management | Your Trusted planner

27/05/2026
27/05/2026

Purely For Financial Education Purpose. Do contact your Financial Advisor.

23/05/2026

Only for Financial Education

23/05/2026

Life Insurence Audit. Only For Financial Education .

01/05/2026

Good morning as I told earlier we will be taking out of the monet options strategies to make killing of Money on 4th May. As the elections results will be declared. Indian volatility index has spiked 7%. And if you check options data. It's quite no professionals are taking any positions. And this is the time to make money. Ask your Financial Advisor and this is only for education purpose

Connect me 9371 27 5252

28/04/2026

What if one decision before 4th May could change your financial direction? 🤔
Learn the strategy. Stay ahead.

21/04/2026

Markets aren’t random.
Institutions create demand. Institutions create supply.
That’s where real alpha is built.
Learn the game from 38 years of experience.
Follow now !

13/04/2026

For 38 years, one question has never changed…
👉 “How much life insurance do I actually need?”

The truth is — most people don’t know.
Because they’ve never done an Insurance Audit.

🔍 Insurance audit simply means:
✔️ Not ₹1 more
✔️ Not ₹1 less
✔️ Just the right coverage for YOU

And what about your ULIP plans?
Are they really performing… or just existing?

Many people realize too late that their policy isn’t delivering as expected.
And then the blame game starts.

That’s exactly where I step in.

📈 From underperforming plans to real growth (yes, even 40% improvement!)
📊 From confusion to clarity
🛡️ From random policies to strategic protection

I may not solve every insurance problem…
But I will definitely help you make smarter decisions — because this is what I’ve been doing for decades.

📩 Let’s audit your insurance.
Your future deserves better planning.

Address

Xrbia Hinjewadi Hills Phase 2, Marunji, Nere, Namaste
Pune
411057

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