Founder, Shalin Financial Services, Inc.
Rajesh Jyotishi was born in Mumbai, India and has been living in Atlanta, Georgia for the majority of his life. Rajesh has been in the insurance and financial-services industry for over twenty-five years and started his own firm, Shalin Financial Services in 1995, providing services in life/health insurance, employee benefits, and investments and financial planning. Rajesh was also one of the cofounders and president of Khabar magazine, a popular magazine for the Indian American community in Georgia and has been the host of the Moneywise column in the magazine since its inception. Rajesh has been through numerous professional-designation courses including the Certified Estate Planner, Master Certified Estate Planner, Certified Senior Advisor, Certified Long-Term Care Adviser, as well as the Financial Planner Program at Oglethorpe University. He currently does not hold any of the designations mentioned above for personal reasons. Ask him why if you get a chance to talk to him!
The Money Talk
Publication Date: April 2017
Your family’s heritage of beginning anew in a foreign country is a bold move to take pride in―and indeed a legacy you want to continue by investing wisely. As an Indian American in the US, you may often face challenges pertaining to how to exist in “modern” society while adhering to what may feel like “old-world,” or traditional principles and values. You yearn to exist in both worlds while remaining financially savvy, enjoying a comfortable lifestyle, protecting your family, and investing in their future . . .
Such beginnings were Rajesh Jyotishi’s, a twenty-five year veteran of the financial-services industry. And now in THE MONEY TALK, he has compiled some of the most important lessons to accumulate, protect, and transfer your wealth in the most efficient way while avoiding enormous risks.