Rakesh Gupta is a registered investment advisor at Agata Investments LLC, based in Saratoga, CA, with 8 years of industry experience. Rakesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Agata Investments LLC offers portfolio management services where they allocate your investments to a portfolio of US stocks. You'll receive monthly portfolio updates by email. The fee is $1,000 per month, and the contract can be renewed or cancelled with notice. Agata doesn't guarantee investment performance.
Location
20544 Debbie Lane, Saratoga, CA, 95070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Agata Investments LLC
Previous Registrations
Gupta Cyril Investments LLC
State Registrations1 state
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