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Rakesh Khilnani

GOI

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About Rakesh Khilnani

Rakesh Khilnani is a financial advisor with Goi. Rakesh has 30 years of experience in the financial services industry and has been registered with the Securities and Exchange Commission (SEC) since 1992. Rakesh holds Series 7, 63, 65, and 24 licenses and has expertise in Financial Planning and Portfolio Management for Individuals.

Firm Information

Rakesh Khilnani is currently registered with GOI. Global Opportunistic Investment LLC (GOI) is a registered investment advisor based in New York, NY. They specialize in providing financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, investment companies, charitable organizations, and pension and profit-sharing plans. GOI manages approximately $72.03 million in assets for 168 clients.

$72.03M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rakesh Khilnani’s Registration & Firm History

FL

12/20/2022 - Present

GOI (MIAMI FL)

MT

01/28/2019 - 04/09/2020

ARQ ADVISORS LLC (WHITEFISH MT)

FL

01/19/2018 - 12/31/2018

CANTELLA & CO., INC. (Miami FL)

NY

09/28/2001 - 01/23/2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NEW YORK NY)

MA

03/20/1995 - 10/09/2001

TUCKER ANTHONY INCORPORATED (BOSTON MA)

CO

07/24/1992 - 03/27/1995

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 07/02/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/2022

Series 24 - General Securities Principal Examination

BC

Issued 12/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rakesh Khilnani.
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