Helping investors make informed, ethical, and goal-driven financial decisions through decades of professional expertise and SEBI-registered advisory.
Satish Rajan is a SEBI-registered Investment Adviser (Registration No. INA200002189) and Chartered Accountant with an illustrious career spanning leadership roles across India and overseas.
After qualifying as a Chartered Accountant in 1988, he began his professional journey with BPCL (Kochi Refinery) and went on to hold senior finance positions in both the public and private sectors, culminating in his role as Chief Financial Officer at Arabian Shield Cooperative Insurance Company, Riyadh. His global experience has provided him with deep insights into corporate finance, risk management, and investment strategy.
During his years abroad, Satish often received requests from friends and colleagues—especially fellow NRIs—seeking reliable guidance on investments, taxation, and financial planning. Recognizing a gap in trustworthy advisory services for NRIs, he decided to turn this need into an opportunity. Returning to India in 2009, he co-founded a wealth management firm, and later, in 2014, established himself as an independent SEBI-registered Investment Adviser.
Today, Satish continues to serve clients across India and abroad, offering transparent, data-driven, and personalized financial advice. Through his practice and website, he shares his investment philosophy and encourages open dialogue on achieving financial independence through ethical wealth management.
Empowering NRIs and Indian families to build wealth through AI-powered, transparent, and personalized investment advisory.
Helping individuals and families achieve financial independence through smart investing, goal-based planning, and holistic wealth management.
Guiding investors - especially NRIs - through market cycles with over three decades of hands-on expertise in wealth creation and portfolio resilience.
