Balaji Rajagopalan brings over 23 years of expertise in mutual fund distribution and financial planning industry. With an MBA in Finance and a deep understanding of the Indian and global financial landscape, he is a seasoned professional in asset allocation and goal-based financial planning.

Balaji’s extensive experience extends to the insurance industry, where his insights have helped countless clients secure their financial futures. As a trusted advisor to a diverse clientele, including High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs), he excels in crafting personalized financial strategies that align with their unique goals and aspirations.

As the visionary leader of Balaji Investment Services, he is committed to delivering tailored financial solutions and fostering long-term relationships built on trust, transparency, and results. Balaji’s dedication and hands-on approach make him an integral part of the success stories of the clients he serves.

Uma Subbiah is a seasoned Cost and Management Accountant with over 20 years of experience across diverse industries, including Oil & Gas, IT, and FMCG. As a dedicated and inclusive finance leader, she has successfully delivered numerous transformation projects that drive value, mitigate risks, and optimize bottom-line impact.

At Balaji Investment Services, Uma leverages her vast expertise to develop innovative financial strategies, ensuring our clients achieve their investment goals seamlessly. Her focus on precision,adaptability, and client-centric solutions aligns perfectly with our mission to create secure and prosperous futures.

Uma’s commitment to excellence and her ability to navigate complex financial landscapes make her an invaluable part of our team.