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Rohit Raj
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Founder & Director

Rohit Raj

A veteran wealth strategist with over 35 years of experience guiding thousands of families across India towards financial freedom and long-term prosperity.

35+
Years Experience
1000+
Families Guided
AMFI
Registered
MBA
Finance

About Rohit

Rohit Raj is the visionary Founder and Director of Wealth Safari, a wealth management firm he established with a singular mission: to help Indian families fulfil their financial promises through disciplined, goal-based investing.

With over 35 years in the financial services industry, Rohit brings deep expertise in mutual funds, portfolio management, retirement planning, and goal-based wealth creation. His philosophy centres on building long-term relationships built on trust, transparency, and tangible outcomes.

Under his leadership, Wealth Safari has grown from a modest advisory practice into a full-service wealth management firm recognised with prestigious awards including the AMFI Summit Award for maximum fresh SIPs in Chhattisgarh and the MSME Gaurav Award at Mega Awards Chhattisgarh 2025.

Rohit is passionate about financial literacy and regularly conducts investor education sessions to empower clients to make informed decisions. His approach combines rigorous market analysis with a compassionate understanding of each family's unique circumstances and aspirations.

Areas of Expertise

Mutual Fund Distribution
Retirement Planning
Goal-Based Investing
Portfolio Management
Investor Education
Wealth Strategy
Risk Assessment
SIP Planning

Qualifications & Certifications

MBA in Finance
NISM Series VA — Mutual Fund Distributors
AMFI Registered Mutual Fund Distributor
Connect
Office Details
info@wealthsafari.in
🏢Mapple Tree Society, Raipur — Corporate Office
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