Unclaimed
Rakesh Gupta is an Investment Advisor Representative associated with Agata Investments LLC. Rakesh has been in the industry since January 2000 and holds the Series 65 license. Rakesh also has prior experience with SAIC USA Inc., SAIC Capital, Gupta Cyril Investments LLC and Honda Research Institute USA Inc. Currently, Rakesh is also a partner at SAIC Capital.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Portfolio advisory service
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
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CA
04/29/2022 - Present
Agata Investments LLC (LOS GATOS CA)
IA
Issued 10/06/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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