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Neeraj Rathi

Neeraj Rathi

Wealth management specialist and personal finance coach

Pune, Maharashtra, India
Joined March 2026
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Summary

Experienced wealth-management professional focused on private-wealth advisory and financial planning. Across roles at ICICI Securities (wealth manager and financial advisor) and Vantage Finserve (wealth management specialist), he has worked with private-wealth clients on investment management and wealth-creation. welingkarexedp
Solid formal finance and accounting foundation: completed a B.Com, underwent CA-related training (auditing, accounting & finance), and holds an MBA in Finance, reflecting both technical accounting skills and post-graduate management training.
Early career audit and internship experience provided practical exposure to finance operations: roles include audit assistant at S B Jaju & Associates and internships at Adobe and BG LI-IN Electricals Ltd.
Active in campus finance leadership and alumni activities: served as Secretary of Arthakul (the finance club) and as an alumni council member at Welingkar, indicating engagement with finance-focused student initiatives and alumni networks. welingkarexedp+1
Maintains a public social presence and positions himself as a personal finance coach, using social platforms to share interests and possibly to spread financial literacy. instagram+2

Work

Education

Hobbies

Enjoys movies and follows cricket, as reflected in social posts. nitter

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