The People Behind Talk2Invest
Talk2Invest brings together three credentialed professionals, Rajesh Guliani (CFP, AMFI Registered MF Distributor, APMI Registered PMS Distributor), Binny Guliani (MBA Finance, Insurance Advisor, AMFI Registered MF & SIF Distributor), and Rekha Guliani (MDRT), covering mutual fund distribution, insurance, portfolio management services, and financial planning, guided by Rajesh's 35+ years of experience helping families become financially secure.
Rajesh Guliani
CFP (FPSB India) | AMFI Reg. MF Distributor, ARN-2823 | APMI Reg. PMS Distributor, APRN-02861
Rajesh Guliani is a Certified Financial Planner (CFP, FPSB India), an AMFI Registered MF Distributor (ARN-2823, registered since October 2002), and an APMI Registered PMS Distributor (APRN-02861). He brings decades of financial services experience, including time at Punjab National Bank before moving into independent practice.
Binny Guliani
MBA Finance | Insurance Advisor | AMFI Reg. MF & SIF Distributor, ARN-300788
Binny Guliani holds an MBA in Finance and is a licensed Insurance Advisor, guiding clients on life, health, and general insurance needs. She also holds AMFI ARN-300788 as a Registered MF & SIF Distributor.
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We do not charge anything for the guidance we provide. For any investments made through us, the AMCs may pay us a commission. Our recommendations are based on your risk profile, time horizon, and financial requirement, not on the commission we may earn.