At Rising Tide Wealth,
Our purpose is to “Give wings to your dreams to Thrive ” We move ahead with this purpose to help you achieve holistic financial wellbeing. Rising Tide Wealth is based in Mumbai offering Fee-only Personal Financial Planning Services. The service design and delivery is based on clearly defined purpose and core values.
Rajesh Jaswal is Founder and CEO of Rising Tide Wealth. He has vast experience in investing and study of holistic wellbeing. He has over three decades of experience working in the top multinational corporations holding various leadership positions during his international assignments in Thailand, South Africa and Japan. He has unique experience in evaluating project business case and running the Capital spending program. He is deeply interested in evaluation of company, business sectors and country growth objectively. He is on a mission of helping investors go from “Surviving to Thriving”.
NIRUPMA JASWAL is the founder and CERTIFIED FINANCIAL PLANNERCM registered with Financial Planning Standards Board India. She is a post graduate in Economics.
NIRUPMA JASWAL
FOUNDER
CERTIFIED FINANCIAL PLANNERCM
CFPCM are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Board India is the marks licensing authority for the CFPCM marks in India, through agreement with FPSB. CFP Certification is rated as Gold Standard by Wall Street Journal. CFP Certification is most recognised and respected Financial Planning Certification in 26 countries.
Rising Tide Wealth is guided by the following core values
❖ Integrity – To have Integrity means to show honesty and candour in all matters
❖ Fairness – To be fair and impartial in all professional relationships
❖ Diligence – To fulfil professional commitments in a timely and thorough manner
❖ Client Centric – To place client’s interest always as the top priority.
❖ Confidentiality – To protect the confidentiality of all client information.
Rising Tide Wealth is one of the few Fee-only financial planning start-ups.
We help you achieve your life goals through quality – Insurance planning, Tax planning, Retirement planning, Investment Planning, Estate planning, Asset Allocation and Risk Management
❖ We help you achieve your Financial life Goals through careful planning and regular monitoring.
❖ We help you understand the concept of capital allocation to create assets based on your unique profile
❖ We help fill the gap between actual financial performance and potential
❖ We encourage online and direct investment that ensure transparency and create better value