ravindra@raisonfincap.com
Biography
Ravindra Lodaya
Director
With over 22 years of experience in the financial markets, I have dedicated my career to guiding clients in equity investments, wealth creation, and financial goal achievement. My journey in the financial sector has been driven by a passion for helping individuals and families navigate the stock market with confidence and clarity.
I hold a Bachelor of Commerce (B.Com) degree and have successfully cleared key industry examinations, including NISM (National Institute of Securities Markets) and IRDA (Insurance Regulatory and Development Authority). These certifications reinforce my expertise and commitment to maintaining the highest professional standards in financial advisory services.
As a registered and authorized person with the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) for Religare Broking Ltd., I have been actively assisting investors in making informed and strategic investment decisions. My role as a sub-broker, registered with NSE and BSE since 2007, has allowed me to work closely with clients, providing them with market insights, risk management strategies, and customized investment plans tailored to their financial aspirations.
Currently, I manage and oversee the investment portfolios of 400+ families, ensuring that their funds are strategically allocated for maximum growth and security. My approach focuses on long-term wealth creation, risk assessment, and goal-based investing, helping clients achieve financial independence and stability.
My goal is to empower clients with the knowledge and strategies needed to build a strong financial future while minimizing risks.
pradeep@raisonfincap.com
Biography
Pradeep Sreenivasan
Director
With over 25 years of experience in Savings & Investments as an investor in various instruments, I am confident in my ability to ensure your wealth creation is on the right path. My investments have grown steadily via monthly saving Schemes that has led to a successful creation of Wealth Corpus.
I have close to 30 years of corporate experience in process improvement, analytics, Transformation and project management, Last role was with Sutherland as Director and have worked in some of the best companies in the world – IISc, AXA, GE, IBM, TCS and HPE.
With a Master’s in Statistics, a PMP Certification (Trained), and advanced certifications in Lean Six Sigma (Master Black Belt) from Indian Statistical Institute, I am also a Coach & Mentor, provide professional services to Individual Clients for their successful career growth.
vipul@raisonfincap.com
Biography
Vipul
Director
With over 25 years of experience in taxation and financial consulting, I have dedicated my career to providing expert services in GST and Income Tax compliance. Over the years, I have built a strong portfolio, managing 250+ client files, ensuring smooth and efficient tax management for individuals and businesses alike.
I began my journey by offering computerized accounting solutions to small and medium entrepreneurs, helping them streamline their financial records and improve operational efficiency. With time, my expertise and services expanded, catering not only to domestic businesses but also extending support to clients beyond borders.
As a 5-Star Partner with Tally Solutions Ltd., I specialize in Tally customization and TDL (Tally Definition Language) development. This allows me to offer tailor-made solutions for businesses, helping them optimize their accounting processes and meet their specific financial reporting needs. My in-depth knowledge of Tally ERP software enables me to assist businesses in enhancing their financial management systems with customized automation.
Investing Impact Assessment
Sustainable Investing & Impact Assessment
Analysis Disruptive Innovations
Technology Sector Analysis & Disruptive Innovations
Economic Trends & Emerging
Global Macro-Economic Trends & Emerging Markets