Umesh Rathi
MD & CEO
Rathi Wealth was founded with a deep belief: financial planning is not just about managing money; it’s about transforming lives. In the early 2000s, Umesh Rathi, while working with one of leading broking firms, witnessed a critical gap in the industry. Financial services focused on selling products, but what people truly needed was guidance—personal, holistic, and purposeful.
Determined to make a difference, Umesh became Central India’s first Certified Financial Planner (CFP) in 2008. Every step he took afterward was driven by a mission to address real-life challenges and deliver impactful solutions:
- CWM (Chartered Wealth Manager): To craft personalized strategies that help individuals grow and preserve their wealth.
- CTEP (Certified Trust and Estate Planner): To protect families’ hard-earned assets and ensure their legacies last for generations.
- CLC (Certified Life Coach): To merge financial planning with life coaching, empowering clients to align their money with their life’s purpose and dreams.
On 2nd December 2021, Umesh laid the foundation of Rathi Wealth, envisioning more than a financial services firm—he envisioned being a lifelong partner for individuals and families, empowering them with the clarity, confidence, and tools to live a financially secure, independent, peaceful and meaningful life.
Our Vision: By 2027, we aim to educate 10,000+ individuals and help 1,000+ families achieve financial independence and build lasting legacies.
Today, Rathi Wealth is a partner for hundreds of families in turning aspirations into achievements and dreams into reality. We don’t just help create wealth ; we inspire futures, protect families, and enable dreams.
