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Raj Vora CFA

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Demystifying investing in India | MBA (Switzerland), CFA (USA), CA | Decade long experience in wealth management

Demystifying investing in India | MBA (Switzerland), CFA (USA), CA | Decade long experience in wealth management

languagesEnglish, Hindi, Gujarati

locationMumbai, Maharashtra, India

talk to me about
#finance
#personalfinance
#investment
#mutualfunds
#portfoliomanagement
#alternateinvestments

Experienced finance professional with 12+ years of cross-functional expertise in business development, strategy, and investment advisory. I specialize in guiding institutions, families, HNIs, and NRIs through tailored goal based financial planning and funding solutions for their business. My multicultural background and entrepreneurial drive enable me to deliver actionable strategies and measurable results.

Let’s connect to discuss how I can help you achieve your financial goals.

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book a call with me
book a call with me