No products in the cart.

Team Details

Rohit Kathuria

Rohit Kathuria

Co-Founder,Director

With over 10 years of experience in the financial services industry, Rohit has developed a deep understanding of financial analysis, investment strategies, and risk management. Throughout his career, he has worked with a diverse range of clients, from individuals to businesses, helping them navigate complex financial landscapes and achieve their goals.

His expertise spans areas including taxation, portfolio management, loan advisory, and financial planning, consistently delivering tailored solutions that promote growth, security, and financial well-being.

Rohit's strategic insights and commitment to excellence have earned him a reputation as a trusted financial advisor in the industry.

Follow Me

Best Skills

100
Financial Planning & Analysis:
100
Investment Strategy
94
Risk Management
100
Loan Advisory
94
Credit Analysis
Financial Documentation

Experience

  • 2017 – Present: Senior Financial Consultant
    2017 – Present:

    Specializes in providing expert loan advisory services for individuals and businesses, helping clients secure the most suitable loan options.
    Assisted clients in securing personal, business, and home loans with favorable terms and conditions, ensuring financial flexibility and growth.
    Conducted credit analysis and financial assessments to guide loan approval processes.
    Developed customized loan repayment strategies to ensure clients could meet their financial obligations with ease.

  • 2012 – 2015: Financial Analyst
    2014 – 2017: Financial Analyst

    Evaluated loan applications, reviewed financial documents, and assisted in determining clients’ eligibility for various loan products.
    Provided support in loan structuring, ensuring that clients received optimal financial terms and conditions.
    Played a key role in client education, explaining the implications of different loan options and repayment plans.

  • 2012 – 2012: Junior Financial Consultant
    2012 – 2014: Junior Financial Consultant

    Supported senior consultants in preparing loan proposals and analyzing clients' financial capabilities.
    Assisted in managing the documentation and application process for personal and business loans.