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Rajesh Koradia

Rajesh Koradia

Wealth advisor and CFP® — CEO of Save and Smile

rajesh-koradia
Kolkata, West Bengal, India
Joined May 2026
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Summary

Experienced independent financial planner and entrepreneur: founder and CEO of Save and Smile since 2006, Koradia has built a sustained advisory practice focused on mutual funds, insurance and retirement planning and manages a sizable roster of client families. co+2
Certified financial-planning professional with industry credentials: holds the CFP® designation and NISM investment-adviser certifications, positioning him as a licensed advisor and distributor in India. deepenrich+1
Client-first, evidence-driven advisory style: he emphasizes knowledge, regular portfolio tracking (uses ERP to maintain client data), personal client meetings and proactive alerts (e.g., advising clients to book profits), which he credits with increasing client trust and assets under management. cafemutual+1
Active company-director and local business presence in Kolkata: holds directorships in several Koradia-named private companies registered in Kolkata, and operates from an office at Netaji Subhas Road in central Kolkata. falconebiz+2
Public educator and content creator: augments advisory work with public-facing content (YouTube videos and short media pieces) to explain market behavior and retirement planning topics to clients and the broader audience. youtube+1

Work

Education

Projects

Writing

Knowledge is king: Rajesh Koradia

January 1, 2012

Profile/interview describing Rajesh Koradia's approach to financial advisory, his client-first practice, focus on continuous learning, and the founding/branding of 'Save and Smile'.

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Hobbies

Avid reader of finance and investment literature. cafemutual