Home - Raunak Mehta

createwealth@raunakmehta.com

+ 971-567198557

Financial Planning

Portfolio Management

Life and Critical Illness Insurance

Property Advisor

Will Specialist

Mortgage Advisor

As an experienced and a qualified Financial Advisor, I am passionate about helping all my clients achieve their dreams through goal-based holistic financial planning.
With 10+ years of experience in Strategic Financial Planning, Risk Assessment and Market Research I have the ability to contribute financial services domain knowledge to all my clients.

Over the last decade, after meeting more than 2,000 professionals / business owners, what I have realized is that with added responsibilities and the kind of profile they are into, most of the people find it really difficult to take out time and plan for their own finances. This becomes even more significant for business owners & professionals who are always busy doing what they are good at.

I don’t promise to make you ‘Super Rich’ as my aim is to empower everyone with the knowledge of disciplined financial planning, which would help them become financially secure and independent.

Please feel free to contact me, the day you will realise that planning your finances is also an important aspect rather than simply working to make more money all your life and I will show you the way – How your money can work for you ?

Remember – “Ideas don’t change your life, You change your life with the power of great ideas by implementing on them”.

Qualification Highlights

Member of Million Dollar Round Table (MDRT), US

Raunak is a part of the prestigious ‘Million Dollar Round Table’ (MDRT) since 2016, which is an elite club of the best financial advisors worldwide representing world’s top 1% financial advisors.

Certified International Investment & Wealth Manager from Institute for Securities and Investments (CISI -UK)

The Chartered Institute for Securities & Investment is a global professional body for those who work in the financial and investment profession.

Advanced Program in Financial Planning

Full time Diploma from ICoFP Mumbai India during 2012 – 2013.
The comprehensive financial planning program include modules on Insurance Planning, Retirement Planning, Investment Planning and Indian Tax Planning.

Certificate in Mutual Fund Distributors Continuing Professional Education Program

The National Institute of Securities Markets (NISM) is a public trust established in 2006 by the Securities and Exchange Board of India (SEBI). The institute carries out a wide range of capacity building activities aimed at enhancing the quality standards in securities markets.

My Area of Expertise

I ensure a full-range of financial services to all my clients in order to make their life financially secured. Starting from portfolio management to legacy planning, I deliver exceptional value to all my clients in order to build a sustainable lifetime relationship with them.

How I Work

WHAT MY CLIENTS ARE SAYING

I met Raunak a year back and he explained me various ways to grow my ‘Wealth’. He also emphasized on the importance of ‘ Protection plans ‘ which every Expat should own in this part of the world to secure the future of their loved ones. He is very calm, patient and a highly knowledgeable professional in his industry who knows what exactly are his client needs and why. Like other finance professionals, He is someone who does not impose his plans and products, rather gives a choice which best suits to his clients needs and risk-appetite. In addition to the execution, He always keeps me updated with the latest developments in the global markets/economy and local laws which is relevant to me as an Expat. He is truly an amazing and a trustworthy professional. I feel lucky to have Raunak as my financial adviser who thinks in the best interest of me like a true well-wisher rather than just a finance professional.

Rohit Pachauri

Finance Manager – FMCG Industry – U.A.E

It has been great working with Raunak as a financial advisor. He comes with immense knowledge & passion for educating people how to secure and grow their finances. He is always approachable and happy to meet me as per my convenience at regular intervals for a review meeting. Hence, differentiates his level of service from all those typical product sellers who never bother to meet their clients once you have signed-up the initial deal with them. His integrity & professional work ethic is highly commendable.

Mrs. Payal Khanwani

Health & Wellness Coach – Canada

I feel Raunak has the charm and intelligence to convince people to buy the right financial solution. His personality is such that I found myself comfortable talking to him about my finances which is not particularly easy for me. It is because of his personality and trust which he built every time he met me, that I finally became his client and trusted on his financial planning advice. He also seems to be very methodical and clear with his entire process. I definitely count on him to provide the best possible financial advise to all his clients. Besides this, I found him to be genuine and a humble guy which is another good reason to be associated with him.

Dinker Sharma

Design and Project Manager – Dubai – U.A.E

I was a client of Raunak for the past few years. He could manage my investment unlike any I’ve seen before. He is a pleasure to work with, he replies to his emails in a timely manner and he is always there when you need an advice. As a Financial Advisor,Raunak earns my highest recommendation.

Samer Faissal

Learning and Development Specialist – Lebanon

Raunak is sincere, honest and practical. He is genuinely interested in helping working professionals who do not have time to think how their money is working for them. He goes all out to ensure your interests are safeguarded. I really look for his advice. It is always a pleasure to talk to him. I wish him all the success.

Mr. Debajeet Mukherjee

CCO – Healthcare Industry – Africa

I would gladly recommend Raunak to anyone who is looking for a trustworthy financial advisor for better financial planning and goal setting. His patience and calm demeanour is noteworthy. I would definitely suggest anyone looking to build a proper financial roadmap to meet him.

Mrs. Shameema Parveen

Events Producer – Australia

Contact Me

Contact Information

Level - 15, Al Shafar Tower - 1, Tecom, Barsha Heights, Dubai - U.A.E.
+ 971-567198557
createwealth@raunakmehta.com