Rajiv Dadlani Financial Advisor

Area Served

About Rajiv Dadlani Financial Advisor

Rajiv develops capital growth and capital preservation strategies as relevant for each client’s taxable and tax-deferred portfolios – using equities, equity derivatives, bonds, ETFs, specialist funds, and alternative investments. For clients with concentrated stock exposure, Rajiv is able to construct customized hedging strategies and advise on related approaches that increase tax efficiency. Rajiv also works with startup companies and advises them on setting up and structuring retirement plans – as a differentiator for employee recruitment and retention.