Goi

SEC-regulated
Registered investment advisor
Global Opportune Investments LLC, located at 801 Brickell Avenue, 8th Floor, Miami, FL 33131, is led by Rakesh K. Khilnani, who serves as the Chief Executive Officer, Chief Investment Officer, and Chief Compliance Officer. Mr. Khilnani's educational background includes a degree in Mechanical Engineering from Wayne State University. With a history of employment in various financial roles, including Chief Investment Officer at Global Capital Strategies II, LLC, and Financial Advisor at Catella & Co. Inc., Mr. Khilnani has no disciplinary events or client complaints on record. As a fiduciary, Mr. Khilnani is committed to acting in the best interests of clients. Additionally, he is the President of Khilnani Wealth Management LLC and is registered as an insurance agent to address client insurance needs through financial planning. The firm operates under a Code of Ethics to ensure compliance with regulatory requirements and client protection. Mr. Khilnani can be reached at 917-497-4191 for any inquiries. The firm does not have any disclosures related to arbitrations, regulatory proceedings, or bankruptcies. For more detailed information, clients can refer to the SEC's Investment Adviser Public Disclosure website using Mr. Khilnani's Individual CRD# 2259700.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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