Team Details

Mr. Omkarthik Rao

Asst. Financial Planner

As an Assistant Financial Planner, Omkarthik brings a wealth of knowledge and dedication to the table. With a deep understanding of financial planning principles, he specializes in serving and transforming the lives of clients, one step at a time.

Omkarthik holds the esteemed CFA Level 2 certification and the NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination, demonstrating his commitment to excellence in the field. Currently pursuing the prestigious CFA Level 3, he continuously expands his expertise to better serve clients.

With a focus on portfolio management, equity, and fixed income, he offers comprehensive insights and strategies tailored to each client’s unique financial goals and aspirations.

Beyond his professional endeavors, Omkarthik is a practitioner of bhakti yoga and harbors a deep passion for exploring Vaishnav literature. This holistic approach to life enriches his understanding of human values and shapes his approach to financial planning with compassion and mindfulness.

Join Omkarthik on a journey towards financial empowerment and discover the transformative power of personalized financial guidance.