Abhineet Rai

Founder · Wealth Adviser, Rai Wealth Management

20+ years in bankingFormer Director in Private Banking
Credit Suisse · Bank of Singapore · HSBCPrivate banking, London
NDA-trained, then MBANational Defence Academy, India; a Forces ethic
Certified across disciplinesInvestment planning, securities & derivatives, regulated mortgage advice

Why It Matters LinkedIn abhineetrai@raiwm.co.uk

In his own words

Abhineet established Rai Wealth Management Ltd with core values of integrity, honesty and knowledge to provide the best in class products and services to the clients. He understands the needs of a diverse range of clients and how to cater to them with a principled approach. The cornerstone of Rai Wealth Management is in providing you a better quality of life, where you are left with doing the things that matter to you and your family the most.

Having a trustworthy professional and a wealth adviser can benefit you to enjoy precious time with loved ones, safeguarding your children's future, and leaving a legacy behind. Abhineet is committed to building accountable, long-term relationships because he understands that you and your family deserve nothing but the best.

After work hours, Abhineet likes playing cricket or can be seen burning calories on the treadmill. An avid Chelsea Football Club supporter he enjoys spending time watching the games with his family. In his spare time he enjoys travelling and writing poetry.

On the record

Every claim on this page that can be checked against a public register, and where to check it.

The firm: Rai Wealth Management Ltd, registered in England and Wales, company number 12318787. Registered office 6 Westholme Gardens, Ruislip, HA4 8QJ. Companies House ↗
Regulated advice: Undertaken by Maystone Capital Ltd, directly authorised by the Financial Conduct Authority, reference number 758412. FCA Register ↗
Data protection: Rai Wealth Management Ltd is the data controller for personal data you give us, registered with the Information Commissioner's Office under reference ZA759299. ICO register ↗
Career: Director in Private Banking at Credit Suisse, Bank of Singapore and HSBC Private Bank in London, before founding Rai Wealth Management. LinkedIn ↗
Training: National Defence Academy, India, then an MBA. Certifications in Investment Planning, Securities & Derivatives, and Regulated Mortgage advice.
What he writes: Why It Matters, a market letter published every Monday. Every issue stays online with its figures and its sources. All issues ↗

Regulatory standing, stated plainly

Rai Wealth Management Ltd is not directly authorised by the Financial Conduct Authority, and is not an Appointed Representative. It works under a Contract for Services Agreement with Maystone Capital Ltd, which is directly authorised by the FCA under reference number 758412. All regulated activities are undertaken by Maystone Capital Ltd.

This sits on the page rather than in the footer because you are entitled to read it before you decide whether to trust an adviser. The same wording appears in the site's risk warnings and disclaimer, on every issue of the newsletter, and in the footer of every page.

There is no individual FCA reference number on this page. Advice is given under Maystone Capital Ltd's authorisation, reference 758412, and that is the number this firm can stand behind. Whether Abhineet holds an individual reference of his own under it is not something we have confirmed, and we would rather say so than print a number you could not check. The FCA Register is searchable by name as well as by number.

Why It Matters

A market letter every Monday morning, on equities, rates, currencies and commodities. Abhineet writes it on a Sunday. It is free to read, it carries no recommendations, and every figure in it carries its own date and its own source.

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Risk warning

Your capital is at risk. The value of investments and any income from them can fall as well as rise, and you may get back less than you originally invested. Past performance is not a reliable indicator of future results. Tax treatment depends on your individual circumstances and may change.

Nothing on this page is advice. Personalised advice is only given after a full assessment of your circumstances. See the full risk warnings and disclaimer.