Piyush Rai

Wealth Advisor at The Financialist

Piyush Rai is a Wealth Advisor at The Financialist since March 2023 and a Financial Planning Executive at ArthaPurna Solutions since February 2021. With a background in financial planning, Piyush has gained extensive experience in plan writing, compliance, and client engagement. Prior roles include an internship in Financial Planning and Analysis, where responsibilities included developing financial tools and optimizing processes for improved client satisfaction. Piyush also completed a Technical Analyst Internship at Jmarathon Advisory Services, focusing on currency markets and technical analysis. Piyush holds a Bachelor of Science in Economics from MIT World Peace University, completed in 2021.

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