Altfest Personal Wealth Management
Rohan Parikh is an experienced finance professional currently serving as the Real Estate Team Leader at Altfest Personal Wealth Management since September 2018. In this role, Rohan manages two private equity funds focused on distressed private real estate investments, overseeing all aspects of fund operations, including capital raising and risk management, while also leading a team of real estate analysts. Prior experience includes the role of Analyst at Altfest, where Rohan built a private equity fund and developed investment models. Additional internships were completed at Cape Securities, Inc., GreenRock LLC, and Keynote India Limited, where Rohan gained exposure to finance, investment analysis, and market research. Rohan holds an MBA in Finance from Pace University and a BTech in Telecommunications Management from Narsee Monjee Institute of Management Studies.
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Altfest Personal Wealth Management
Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. Our team has the expertise and the passion to successfully guide our clients’ portfolios through myriad market conditions. Altfest was founded by industry trailblazers who continue to lead the way. The firm is credited for introducing innovative methods to the profession that have increased the value provided to clients. We are pioneers in the fee-only wealth management movement, and continue to receive fees only from clients not from product sales, which can lead to conflicts of interest. We listen, think independently, advise and take action. Altfest is a staff of smart, friendly professionals dedicated to anticipating your needs and making your life easier. Each individual or family of clients has unfettered access to our firm’s broad expertise, ready to meet the goal of protecting your financial well-being. Services provided to clients include Investment Management, Retirement Planning, Insurance and Tax & Estate Advisory. At Altfest, our professionals are trained to meet the varied goals of all our clients. We have advisors who understand the enormous life challenges faced by widows and divorced persons, how to educate and engage with multi-generational families about financial issues, the confusing choices business executives and health care professionals must wrestle with in diversifying their investments, contributing to pension plans, stock options, and more. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.