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AMFI Registered Mutual Fund Distributor • ARN-164747
About Us

Meet Rakesh

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

Rakesh Kumar Sachdev, AMFI Registered, Mutual Fund & SIF Distributor

Rakesh Kumar Sachdev

AMFI Registered, Mutual Fund & SIF Distributor

AMFI ARN-164747 (valid to 04 July 2028)EUIN E-315893Postgraduate in Marketing

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.

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Areas of Focus

  • Mutual Funds
  • Insurance
  • Retirement Solutions
  • Tax-Efficient Investing
  • Mutual Fund Distribution

Languages

Hindi, English, Punjabi

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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.