Yash Rastogi

I am a CFA (All levels cleared) and SEBI Registered Research Analyst with over six years of experience in financial advisory, portfolio management, and investment research. I specialize in comprehensive financial planning, goal-based investing, and building disciplined portfolios aligned with each client’s long-term objectives. I work closely with HNIs, NRIs, and corporate clients to design personalized strategies that integrate asset allocation, liquidity management, and risk control to ensure both financial security and sustainable wealth creation. My expertise spans equities, fixed income, and derivatives, allowing me to construct diversified portfolios that balance growth, income, and capital preservation. I combine fundamental analysis, technical research, and quantitative frameworks to identify high-probability opportunities while managing downside risks. My approach emphasizes prudent liquidity management, ensuring clients have access to capital when needed without compromising long-term returns. I focus on structured goal planning, whether it is retirement, wealth creation, capital protection, or tactical growth. Through continuous monitoring, disciplined execution, and institutional-grade research, I help clients navigate market cycles with clarity and confidence. My objective is to deliver consistent, risk-adjusted returns while ensuring every investment decision remains aligned with the client’s financial goals, risk tolerance, and time horizon.