Mr. Manish Rastogi

Founder

With more than 35 years of expertise in the financial services sector, Mr. Manish Rastogi is not only a Certified ARN Holder from AMFI but also a widely recognized figure for his outstanding contributions to the industry. Over the course of his career, he has garnered over 100 prestigious awards from renowned institutions, solidifying his reputation as one of the top financial advisors in India.

His awards span various categories, reflecting his versatility, deep industry knowledge, and commitment to excellence in financial services, investment advisory, and client relationship management.

At the heart of his success are three guiding principles - Conviction, Communication, and Commitment - which have played a crucial role in building enduring relationships with clients and ensuring sustained success. These principles not only define his approach to financial advisory but also reflect his core values in client interactions.

Sumit Kumar

Business Development Executive

Mr. Sumit Kumar’s role as a Business Development Executive at Rastogi Wealth speaks to his extensive experience and proficiency in the financial services industry. With over 13 years at the company, he has not only developed deep knowledge of financial markets and products but has also honed critical skills in managing client relationships, which is key in this field. His ability to connect with clients, understand their financial needs, and provide tailored solutions has likely contributed to his success.

Riya Shukla

Portfolio Research Analyst

Riya Shukla is an experienced Portfolio Research Analyst with 7 years of expertise in market analysis, investment strategies, and portfolio optimization. She specializes in evaluating financial data, identifying market trends, and providing data-driven insights to enhance investment performance. With a strong background in risk assessment and asset allocation, Riya ensures well-informed investment decisions. Her analytical approach, combined with deep research capabilities, allows her to contribute effectively to portfolio management, helping clients achieve sustainable financial growth.

Apoorv Dwivedi

Senior Relationship Manager

Mr. Apoorv is a seasoned Senior Relationship Manager at Rastogi Wealth, bringing over 7 years of experience to the firm. Throughout his career, he has been instrumental in driving business growth while fostering strong, personal relationships with clients. Mr. Apoorv's approach centers on providing personalized service, ensuring that each client feels understood and valued. He is proactive in engaging with clients, staying ahead of their financial needs, and offering solutions that create long-term value.

Shipra Omar

Back Office Executive

Shipra is a dedicated Back Office Executive at Rastogi Wealth, playing a crucial role in ensuring smooth operations behind the scenes. With a keen eye for detail and exceptional organizational skills, she efficiently manages administrative tasks, data entry, and support functions that keep the business running seamlessly.

Arpit Verma

Client Relationship Executive

Arpit is a dedicated Client Relationship Executive at Rastogi Wealth, specializing in managing health and life insurance portfolios along with various operational tasks. He ensures that clients receive personalized insurance solutions tailored to their specific needs, offering expert guidance on health and life insurance options to protect their financial well-being. In addition to his expertise in insurance, Arpit plays a vital role in handling operational work, ensuring smooth management of client accounts and transactions.

Mohit Saini

Relationship Manager

Mohit Saini is a Relationship Manager at Rastogi Wealth, excelling in client relationships and marketing. He provides personalized financial solutions while also contributing to the firm’s marketing efforts to attract new business. His combination of strong client engagement and strategic marketing makes him a key asset to the team.