Talk2Invest is one of Premier financial services organisation, providing a complete range of financial management and solutions. Talk2Invest has been promoted by a very professionally qualified person Rajesh Guliani. After completing his academics, he worked in various financial institutions like Oriental Bank of Commerce for 3 months and 17 years with Punjab National Bank.

 In January 2001, he started Talk2invest mainly to cater to High Net Worth, Retail & Corporate Investors. Over the last 18 years, Talk2invest has gained reputation in the area of financial planning, stock broking and mutual fund advisory. ‘Client first’ attitude has made Rajesh a highly respectable person among his clients.

The products being serviced currently include stock broking, investment in Fixed Income schemes, Mutual Fund Schemes, Insurance i.e. Life and General and bonds and debentures. We always keep our investors up to date on latest market changes and review his portfolio regularly. Our end-to-end personalized investment management services includes planning, advisory, execution and monitoring of investments. The objective is to preserve and enhance your wealth and achieve your financial goals.

Our Services

Financial Planning: Financial goal of each individual investor varies according to his dream, ambition and family size and future financial planning for the children & old age pension for self and wife so does the pathway to achieve it. At Talk2invest, we apply the principles of Financial Planning as both science & art, we understand the time horizon, risk bearing capacity and investment goals of investors keeping in mind their psyche and financial needs. Based upon this we help individual investors plan their entire life goals for Retirement, Taxes, Insurance needs and other important personal financial goals.

Investment Advisory: We offer ‘need based’ Investment Advice to retail investors. We offer investors advice on a range of over 100 investment schemes including Fixed Income, Equity and Debt Mutual Fund products. We also offer Life Insurance Planning and General Insurance services.

Rajesh Guliani (CERTIFIED FINANCIAL PLANNERCM)

  • CFP by Financial Planning Standard Board
  • 20 yrs experience in financial sector
  • Post Graduate in commerce
  • Certified by:
  • AMFI, IRDA, NSO, LUTCF By American College of Insurance

Experience & Performance

  • Working in Financial sector Since 1983
  • Worked for 17 yrs in PNB
  • Dealing with financial products since 1990
  • MDRT 2010
  • Chairman club member ICICI Prudential Mutual fund
  • Insurance Manager with Future Generali India Life Insurance Co. Ltd.