Neeraj Rathi

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