About Us

www.iamwealthy.in


Welcomes You

Welcome to iamwealty.in, a professional investment company with 20 years of experience with a team of highly ethial ,educated and experienced professionals. Our group companies have been providing Chartered Accountancy Services for the past 50 years, serving four generations of clients. Our ability to serve generations to generations is comprises following pillars:

  • Rigorous studies with hard work
  • Disciplined approach
  • Highest level of ethical behaviors
  • Long-term vision
  • Application Behavioral Finance
  • Our team consists of:


Promoter:

Mrs. Raksha Rathi, a graduate with over 20 years of investment management experience. She is NISM certified Independent financial distributor.

Chief Investment Consultant:
Mr. Madhusudan Rathi, F.C.A, CFA (USA), CISI (London), DISA, B.Com (Hons.). He is a highly experienced and skilled chartered accountant with extensive expertise in Financial Management and direct taxes. He is fellow of Charted Accountat (ICAI), charter holder member of the CFA Institute USA, and a certified professional of Risk in Financial Services by CISI London. Through his academics and experience he has developed a deep understanding of global and domestic macroeconomic fundamentals, understanding risk and its management, asset allocations. He has real-life experience of wealth creation of hundreds of individuals and businesses. He effectively uses behavioral science financial management and wealth management.

He has made various presentations throughout the country. He is also a Senior Director of Vitta Holdings, Dubai, specializing in intergeography mergers and acquisitions.

Analytics and Operations Team: Mr. Praveen Ghotwal, Mr. Deepak Sharma, Mrs Chitra Sen, Miss. Jayshree Maheshwari, Mr. Utkarsh Mangal.

Our Expertise:

Investments in Mutual Funds, PMS, AIF
Direct Taxes
Domestic and foreign residencys.
Loans , Project finance, Mortgages, Home Loans etc.
Virtual CFO Services
Yogic Life Mangement.

Both Mrs. Raksha Rathi and Mr. Madhusudan Rathi are deep followers of Shri Shri Ravi Shankar from Art of Living, and Swami Vivekananda. They are servicing society free of cost in the field of Yoga, Meditation and Meru Chikitsa. Mr. Madhusudan Rathi is also an achiever of Level 4 Yoga by Ayush Mantrayla and completed all four levels of "meru chikitsa" for curing rare diseases.

Our mission is to provide valuable guidance and support to individuals, businesses, and organizations on all aspects of wellbeing of wealth and health

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