Seema Rajoura

Consultant |

With a lengthy career in financial services, Seema is an independent consultant for Osborne Partners. Seema introduces hand-selected, successful individuals with complex wealth planning and investment management needs to Osborne Partners. She matches these busy executives, professionals, and entrepreneurs with our teams of deeply experienced and knowledgeable CFAs and CFPs to “solve their wealth". Seema earned a masters degree in economics from Chaudhary Charan Singh University.

Publications by Seema Rajoura

July 6, 2024 | Financial Planning

Underinsured and Overlooked

Affluent individuals and families often possess significant assets, refined financial portfolios, and live seemingly comfortable and secure lives. But even with substantial wealth, they can still have their lives significantly […]

April 30, 2024 | Whitepapers

Why Typical Investors Underperform

Despite the ease of entry to investing and the availability of vast resources, retail investors often lag the market due to behavioral biases, lack of expertise, and falling for traps […]

February 15, 2024 | Whitepapers

High Impact Tax Strategies for Affluent Individuals and Families

At Osborne Partners, we believe there are a number of potentially high impact tax strategies that are worth evaluating now. Some of these strategies will be optimally implemented during low-income […]

October 4, 2023 | Whitepapers

Financial Strategies to Evaluate for Senior Professionals

Taking on a new role as a senior professional is certainly an exciting time in one’s career and can come with unique opportunities and complex challenges related to financial planning […]

July 6, 2023 | Financial Planning

Effective Strategies to Protect Your Finances in a Growing Age of Scams and Fraud

As financial scams become more sophisticated and believable, it is increasingly important to educate yourself and protect your finances. Have you ever received a suspicious email, text, or phone call […]

July 17, 2022 | Financial Planning

Smart Things for Investors to Do During Periods of Volatility

You can’t control a volatile market, yet you can control your strategies and rein in emotions to lower the probability of making a costly mistake. You can’t control a volatile […]

June 8, 2022 | Whitepapers

Concentrated Stock

The numbers are stacked against the individual concentrated stockholder. Additionally, there are many complex decisions to make. It is critical to start the planning process sooner rather than later.

October 12, 2021 | Financial Planning

Three Powerful Tax Strategies to Evaluate Now

With 2021 coming to a close, and major tax code changes being debated in Washington, now is an opportune time to evaluate three powerful tax strategies, which could be advantageous […]