Mr. Bikash Harlalka
Financial Rakshak, Guwahati
Mr. Bikash Harlalka is the founder of Financial Rakshak, a financial planning & Wealth management firm.
He is a Graduate in Commerce stream from Guwahati Commerce College & Diploma holder in Business Finance from ICFAI & successfully completed professional education program from National Institute of Securities Market.
His vision is to help atleast 10,000 families come out of their Financial problems by helping them in proper planning & execution of their financial goals.
He also takes deep interest in helping low wage workers by educating them about the value of saving and investing and has also helped many of them to get their PAN card, Bank accounts & Dmat accounts free of cost.
Financial Rakshak was founded by him more than 3 Yrs back & his team now handles more than 250 clients & AUM of more than 17 CR
His other interests are Cycling, Trekking , Gardening and spread the financial knowledge to everyone.
Mr. Bikash Harlalka sharing his journey in his own words:
Why I choose financial planning as a business carrier??
Answer : Well, this story started around 7 yrs back when I was earning lot of money in my existing research venture on Telecom sector.
Like all individuals, I also invested in real estate, gold, LIC, ULIP, FD & other traditional investment options. At that time, I was not even aware if anything like Financial advisor or consultants even existed.
Since, Financial was a subject I liked & reading, I started reading articles of experts in these field & realized that all my existing investments will not even beat the inflation.
I sold of all my existing investments & started afresh after first creating a Goal based plan & asset allocation plan based on these goals
Seeing my process, friends & close relatives started asking my advise on this subject. This is where I realized that there is a huge vacuum in the right financial advise & I immediately jumped into this to create my own space & Financial Rakshak was born…
We at Financial Rakshak have a single motto & that is “Financial Education for all” irrespective of financial capacity.
We always approach a prospect with the intention to educate him & that has helped us to gain his trust on our ability to look after his money & help it grow
We believe the technology platform provided by NJ has helped us to built that trust with our clients wherein the reporting & review system is so transparent & easy.
Our team have been using extensively the tools such as “Family need master” or Portfolio Review Utility or CRM which made it possible for us to handle more clients with least manpower
Today we have clients in Dubai, Singapore, USA & in different locations of India & we have been able to serve all of them with the best services due to this technology platform
Finally, we believe that to be able to create a great business in Financial advisory business, it is of paramount importance that you should look first at the interest of the client & guide him with the best option that is available for him.