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.
