Profile

Rajiv Dadlani is a Senior Vice President, Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. Rajiv joined Merrill in 2014 and draws on more than twenty years of financial services experience in his role as a Senior Financial Advisor.

Rajiv advises individuals – entrepreneurs, executives, and their families – on net worth management, taking into consideration all their assets and liabilities and constructing balance sheets appropriate for their needs.

Rajiv develops capital growth and capital preservation strategies as relevant for each client’s taxable and tax-deferred portfolios – using equities, equity derivatives, bonds, ETFs, specialist funds, and alternative investments. For clients with concentrated stock exposure, Rajiv is able to construct customized hedging strategies and advise on related approaches that increase tax efficiency.

Rajiv also works with startup companies and advises them on setting up and structuring retirement plans – as a differentiator for employee recruitment and retention.

Previously, Rajiv worked as an advisor on investment banking transactions, including domestic and cross-border M&A and capital-raising, and as a buy-side equity research analyst.

Rajiv has an undergraduate degree in economics from the London School of Economics and Political Science, and an MBA in finance from London Business School. Rajiv has also completed coursework in valuation and financial restructuring at Harvard Business School.

 

*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.