Meet Rakesh
Rakesh Kumar Sachdev — AMFI Registered, Mutual Fund & SIF Distributor.

Rakesh Kumar Sachdev
AMFI Registered, Mutual Fund & SIF Distributor
Rakesh Kumar Sachdev is a personal finance coach and AMFI-registered Mutual Fund Distributor who helps individuals and families find the right financial solutions and work toward their financial and life goals. His focus is on sound guidance and well-matched investment options that help clients build wealth steadily over time.
With over 8 years of experience across finance, investment and accounts, Rakesh keeps every client informed, educated and supported in managing their financial affairs — delivering fast, responsive service aligned to each client's short- and long-term goals, so they can look ahead to a secure and comfortable retirement.
Areas of Focus
- Mutual Funds
- Insurance
- Retirement Solutions
- Tax-Efficient Investing
- Mutual Fund Distribution
Training & Professional Development
Certified Financial Guardian (CFG) Programme
Quantum Mutual Fund · 2020
Behavioural Finance & Client Communication
NIPUN / Aditya Birla Capital · 2020
Monetary Policy — Edge Learning Academy
Nippon India Mutual Fund · 2020
Debt-O-Logy — Edge Learning Academy
Nippon India Mutual Fund · 2020
Magnetic Finance Preneur
Next Level Education
Ready to redefine your financial freedom?
India is among the world’s top saving nations. But savings alone aren’t enough — your money has to work as hard as you do, spread across asset classes so it keeps pace with inflation and protects the purchasing power of the rupee.
