About
Welcome To Rare Finvest
A reputed name for comprehensive financial and product distribution services
My name is Anees Rao, a trusted financial advisor from Pune, and I’ve helped 50+ families across India and the world improve their money-life since the past 4 years. I’ve helped them build their wealth slowly and steadily, achieving their goals along the way. I’ve helped them mitigate their risks through insurance, and plan their taxes as well.
What gets me out of bed every morning is helping people solve their money questions so thaat they can live a stress-free life and go do the stuff that they love the most.
I hold a PG Diploma in Financial Markets Practise from IGNOU, and a Bachelors degree in Mechanical Engineering from NITK. I am certified by the Association of Mutual Funds in India (AMFI) as a Mutual Funds Distributor, and by the Insurance Regulatory and Development Agency (IRDA) as a Certified Life Insurance and General Insurance Agent.
What gets me out of bed every morning is helping people solve their money questions so thaat they can live a stress-free life and go do the stuff that they love the most.
I hold a PG Diploma in Financial Markets Practise from IGNOU, and a Bachelors degree in Mechanical Engineering from NITK. I am certified by the Association of Mutual Funds in India (AMFI) as a Mutual Funds Distributor, and by the Insurance Regulatory and Development Agency (IRDA) as a Certified Life Insurance and General Insurance Agent.
50
Happy Families
345
Lacs AUM
15
Years of Experience
50
Awards
Why Us?
01
Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our guidance process.
02
Rich Product Basket
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
03
Focus on Customer Satisfaction
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
04
Value Addition
Our Services ensure comfort, convenience, confidence, and control to you in managing your wealth. You would enjoy being always updated of your investments, anytime, anywhere.
05
Right Experience & Skills
We have years of experience in financial services and products distribution space.
06
Driven by Passion
Serving clients is our passion and the reason why we are in the business. Nothing excites us more that helping our clients achieve their financial needs in life with our support.
Our Team
Anees Rao
My name is Anees Rao, a trusted financial advisor from Pune, and I’ve helped 50+ families across India and the world improve their money-life since the past 4 years. I’ve helped them build their wealth slowly and steadily, achieving their goals along the way. I’ve helped them mitigate their risks through insurance, and plan their taxes as well.
What gets me out of bed every morning is helping people solve their money questions so thaat they can live a stress-free life and go do the stuff that they love the most.
I hold a PG Diploma in Financial Markets Practise from IGNOU, and a Bachelors degree in Mechanical Engineering from NITK. I am certified by the Association of Mutual Funds in India (AMFI) as a Mutual Funds Distributor, and by the Insurance Regulatory and Development Agency (IRDA) as a Certified Life Insurance and General Insurance Agent.
At our Firm, our mission is to provide our clients with comprehensive, competent, and customised solutions for wealth assessment and wealth building areas.
Useful Links
Quick Links
Contact Us
Rare Finvest
Office Address:
C-401, Willows, Balewadi,
Pune - 411 045
Maharashtra, India.
Contact Details:
M: +91 9975516959
E: aneesrao.nj@gmail.com