About Us
The Financial Freedom Without Boundaries
At Raka Wealth, we believe financial planning is not just about numbers it’s about people, values, and long-term purpose. Our approach blends ethical, value-based guidance with deep emotional understanding of money and its impact on life. We don’t focus on quick advice or product selling. Instead, we follow a disciplined, goal-based process rooted in timeless Indian wisdom and modern financial practices.
Drawing inspiration from our scriptures, we follow principles like earning with integrity, budgeting with discipline, focusing on life’s core risks health, work, and family and staying prepared with emergency funds and responsible investments. Our strength lies in decoding the emotional, rational, and aspirational sides of money to design a financial roadmap tailored to your unique life goals.
At Raka Wealth, we help you not only grow wealth but do it with purpose, peace of mind, and legacy in mind. Because true financial freedom is not just about having more it’s about living meaningfully and leaving behind generational wealth.
Roshan Raka
MBA in International Business (IB) Certified Financial Planner (CFP)
CEO & FOUNDER
Roshan M. Raka, Founder and Managing Director of Raka Wealth, brings together strong academic credentials—an MBA in International Business (IB) and is a Certified Financial Planner (CFP) with years of experience in the world of finance. Backed by a strong academic foundation and extensive hands-on experience, he delivers well-structured, results-driven financial strategies tailored with a vision to empower the unique needs of individuals and businesses.
Passionate about enabling clients to achieve true financial clarity, Roshan specializes in designing wealth management solutions that balance growth, security, and long-term sustainability. His approach seamlessly integrates global market perspectives with an in-depth understanding of client aspirations, ensuring every strategy is both practical and future- focused
At Raka Wealth, our team is dedicated to built an enduring relationships based on trust, transparency, and excellence—guiding clients confidently through every stage of their financial journey.
Roshan Raka
MBA in International Business (IB) Certified Financial Planner (CFP)
CEO & FOUNDER
Roshan M. Raka, Founder and Managing Director of Raka Wealth, brings together strong academic credentials—an MBA in International Business (IB) and is a Certified Financial Planner (CFP) with years of experience in the world of finance. Backed by a strong academic foundation and extensive hands-on experience, he delivers well-structured, results-driven financial strategies tailored with a vision to empower the unique needs of individuals and businesses.
Passionate about enabling clients to achieve true financial clarity, Roshan specializes in designing wealth management solutions that balance growth, security, and long-term sustainability. His approach seamlessly integrates global market perspectives with an in-depth understanding of client aspirations, ensuring every strategy is both practical and future- focused
At Raka Wealth, our team is dedicated to built an enduring relationships based on trust, transparency, and excellence—guiding clients confidently through every stage of their financial journey.
Value-Based Financial Planning for a
Meaningful Life
At Raka Wealth, we combine traditional wisdom with modern strategies to help you grow wealth with clarity and purpose.
Our Vision
To empower individuals and families to achieve lasting financial freedom while staying aligned with their values and long-term goals.
Our Mission
To offer ethical, personalized financial guidance that supports responsible decisions and goal-oriented planning for every stage of life
Our Strength
We focus on the human side of money emotions, dreams, and duties crafting financial roadmaps that are practical and deeply personal.
Our Approach
Our step-by-step process is built on ancient principles and modern tools, ensuring mindful earning, budgeting, investing, and legacy creation.
