Talk Through Your Financial Plan With Our Team
Book a free* 30-minute financial health checkup with a credentialed member of the Talk2Invest team in Delhi: no paperwork, no product pushed on the first call.
A member of our team will confirm a time within one business day.
Rajesh Guliani
CFP (FPSB India) | AMFI Reg. MF Distributor, ARN-2823 | APMI Reg. PMS Distributor, APRN-02861
Rajesh Guliani is a Certified Financial Planner (CFP, FPSB India), an AMFI Registered MF Distributor (ARN-2823, registered since October 2002), and an APMI Registered PMS Distributor (APRN-02861). He brings decades of financial services experience, including time at Punjab National Bank before moving into independent practice.
Binny Guliani
MBA Finance | Insurance Advisor | AMFI Reg. MF & SIF Distributor, ARN-300788
Binny Guliani holds an MBA in Finance (NMIMS) and is a licensed Insurance Advisor, guiding clients, including many first-time investors and young professionals, on life, health, and general insurance needs. She also holds AMFI ARN-300788 as a Registered MF & SIF Distributor. She joined Talk2Invest full-time in February 2024, bringing 10+ years of prior professional experience across audit, finance operations, and administration.
Start with a Free* 30-Minute Financial Health Checkup
Our team will review your current insurance, savings, and goals in 30 minutes. No paperwork on the first call. No products pushed. You leave with clarity on where you stand and what to address first.
* We do not charge anything for the guidance we provide. For any investments made through us, the AMCs may pay us a commission. Our recommendations are based on your risk profile, time horizon, and financial requirement, not on the commission we may earn. Your details are shared only with our team, never with third-party marketing lists.
Our Team's Credentials
AMFI MF Distributor (2823) & MF/SIF Distributor (300788)
APMI PMS Distributor (APRN-02861): Rajesh Guliani
CFP Certification, FPSB India
MDRT (6x): Rekha Guliani
LUTCF, The American College of Insurance
Chairman Club, ICICI Prudential MF
Questions About Booking
Direct answers to the questions we hear most often. No hedging, no ambiguity.
Contact for specific questionsA member of our credentialed team, Rajesh Guliani (CFP, AMFI Registered Mutual Fund Distributor) or Binny Guliani (MBA Finance, Insurance Advisor, AMFI Registered Mutual Fund Distributor), depending on what you want to discuss. We are not a call centre and not a rotating pool of junior sales staff.
We review your current insurance cover, savings, and goals in about 30 minutes. There's no paperwork on the first call and nothing is sold to you on that call; you leave with a clear picture of where you stand.
A member of our team will confirm a time within one business day of your request.
Yes. There's no charge for the guidance itself. If you invest through us afterward, the AMC or insurer may pay us a commission; our recommendations are based on your goals and risk profile, not on which product pays more.