Rajesh Guliani
Rajesh Guliani is a Certified Financial Planner (CFP, FPSB India) and AMFI Registered Mutual Fund Distributor (ARN-2823) at Talk2Invest, with 35+ years of experience helping Delhi families become financially secure.
Rajesh Guliani
CFP (FPSB India) | AMFI Reg. MF Distributor, ARN-2823 | APMI Reg. PMS Distributor, APRN-02861
About Rajesh Guliani
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.
Rajesh's Journey
Early career
Began working in financial services at Punjab National Bank, before moving into independent practice.
October 2002
Registered as an AMFI Mutual Fund Distributor (ARN-2823), the credential required to distribute mutual funds in India.
CFP Certification
Earned the Certified Financial Planner designation from FPSB India, a voluntary qualification that goes beyond distribution into comprehensive financial planning.
APMI Registration
Registered as an APMI Portfolio Management Services Distributor (APRN-02861).
Today
Leads mutual fund distribution and financial planning at Talk2Invest, drawing on 35+ years of experience helping families become financially secure.
How Rajesh Approaches Client Work
A recommendation is built around a client's risk profile, time horizon, and financial goals, not around which product pays the highest commission.
A financial plan should be understandable in plain language before a client signs anything.
Historical fund performance is discussed with dates and sources, never presented as a promise of future returns.
Credentials & Achievements
AMFI Registered Mutual Fund Distributor
ARN-2823, registered since October 2002, valid till 04-Oct-2027.
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