Every Financial Service Your Household Needs, Under One Team
Talk2Invest brings together three credentialed professionals, Rajesh Guliani (CFP, AMFI Registered MF Distributor), Binny Guliani (MBA Finance, Insurance Advisor, AMFI Registered MF & SIF Distributor), and Rekha Guliani (MDRT), covering mutual fund distribution, insurance, and financial planning, guided by Rajesh's 35+ years of experience helping families become financially secure.
Our AMC Partners
Mutual Funds
Insurance
Health Insurance
Cover medical costs for your family
- Individual Health Plans
- Family Floater Health Insurance
- Senior Citizen Health Plan
- Health Insurance Top-Up Plan
Wealth Management
Financial Planning
Years Experience
Clients Served
AMFI Reg.
Mutual Fund Distributors
Multi-AMC
Fund House Access
How We Sequence a New Relationship
Discovery Conversation
A free* 30-minute health checkup covering your income, goals, existing cover, and current investments.
Insurance Review
Life, health, and general insurance cover checked against your actual needs before any investment discussion.
Investment & Tax Plan
Mutual fund, equity, and tax-saving recommendations matched to your goals and risk profile, drawing on 35+ years of combined practice experience.
Annual Review
Every relationship is revisited at least once a year as income, goals, and family circumstances change.
Our Team's Credentials
AMFI MF Distributor (2823) & MF/SIF Distributor (300788)
CFP Certification, FPSB India
MDRT (6x): Rekha Guliani
LUTCF, The American College of Insurance
Chairman Club, ICICI Prudential MF
Frequently Asked Questions
Direct answers to the questions we hear most often. No hedging, no ambiguity.
Contact for specific questionsFour categories: Mutual Funds (SIP, lumpsum, and ELSS), Insurance (life, health, and general), Wealth Management (equity, IPO, tax planning, company deposits, and bonds), and Financial Planning (retirement and goal-based investing, including education and marriage planning). All four are handled by one team rather than routed to separate specialists with no visibility into each other's work.
You can start with a single need: a SIP review, a term insurance quote, a tax-saving question. Many clients begin with one service and expand the relationship once they see the value of having it reviewed alongside the rest of their finances.
The guidance itself is free*. For any investments or policies purchased through us, the relevant AMC or insurer may pay us a commission. Our recommendations are based on your goals and risk profile, not on which product pays the most.
For most new clients, we start with an insurance review (life and health cover) before any investment conversation, since protection gaps carry the most immediate downside. From there, we move into mutual funds, tax planning, and longer-term goals based on what's missing.
No. Talk2Invest operates as an AMFI Registered Mutual Fund Distributor, not a SEBI-registered Investment Adviser. Insurance guidance is provided under IRDAI recognition. Financial planning guidance is led by our CFP-certified team member. Each activity is governed by its own regulator.
Not Sure Where to Start?
Tell us what's on your mind (a SIP, a policy renewal, a tax question) and we'll map it to the right service.
A member of our team will confirm a time within one business day.
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.