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In a country where the individual has to finance her life after retirement fully with no societal support like Social Security or Healthcare, a habit of saving through one’s working life, sensible investment with minimal risk and maximum returns is needed. YouTube Channels on Financial Planning, though hosted by amateurs, have followers numbering in the tens of thousands.
This session will provide the basic concepts that determine good practice in building one’s retirement corpus, different instruments for investment, risk return evaluation as well as prudent estate planning from a leading expert in the field.
Rakesh Rawal is the Chief Executive Officer at Anand Rathi Wealth Limited. He has been instrumental in galvanising the company’s brand by establishing the domestic footprint of growth pan-India. Under his leadership, Anand Rathi Wealth Limited got listed on the Indian Stock Exchanges in 2021.
Since joining the company in 2007, he has extensively executed corporate governance standards to align the company’s expanding business and equip a sustainable workforce. As an established executive leader, Rakesh has an exhaustive experience in financial operations, cost management and value creation.
Rakesh has over four decades of experience in banking, finance and wealth management. He is the architect of the company’s core proposition document; Financial Data, which encompasses his comprehensive understanding of investor relations and rich experience in sales operations. Today, Anand Rathi Wealth’s financial strategy is a differentiated and innovative business model that has created value beyond wealth. Being a Private Banker himself, Rakesh believes that delivering the company thought-process with utmost humility creates the conviction to act, every single time.
He has previously worked with Hindustan Unilever and Deutsche Bank and was an entrepreneur briefly. Rakesh has a Bachelor of Technology degree in Mechanical Engineering from the Indian Institute of Technology, Kanpur and a Masters of Management Studies degree from Jamnalal Bajaj Institute of Management Studies.
Rakesh’s vision has enabled Anand Rathi Wealth Limited’s recognition across many platforms, such as The Extraordinaire – Game Changers – 2020-2022 at the Brand Vision Summit. He has also been responsible for creating a culture that has made the organisation a Great Place to Work for the last 3 years.
Viju Parameshwar is currently an advisor and mentor after retiring in 2016. His last position was President & CEO of Klüber Lubrication India and General Manager & Vice President of Chem-Trend Chemicals Co, both subsidiaries of Freudenberg Group of Germany. He was also a member of the Global Executive Board and Regional Management Board of at Klüber, and on the Global Executive Committee of Chem-Trend. Previously he held senior leadership positions at Tata Administrative Services, Hindustan Lever Limited, the Indian subsidiary of Unilever and Bombay Burmah Trading Corporation, a multi-business, multinational organization.
Viju is a Chemical Engineer with a B. Tech degree from the Indian Institute of Technology, Bombay and a Masters from Syracuse University in the US, along with training courses from the Indian Institutes of Management, Ahmedabad & Bangalore and Sloan School of Management at MIT, Boston.