CFA Institute

The University of Chicago Booth School of Business

AGSM @ UNSW Business School

National University of Singapore

Government College of Architecture

🏠  Property Buyers Agent  🏠  Buyers Advocate ► Helping you secure Financial Future💰 earlier by investing in Properties, often before you think you are ready  🙌   ► creator of #getRAREmodel✌️ Let's talk, 0401 022 724

PIPA is the peak Property Investment Industry Association.
Industry practitioners have formed the Property Investment Professionals of Australia (PIPA) with the objective of representing the industry and raising the professional standards of all operators servicing consumers in property investment.

Property Investment Professionals of Australia (PIPA)

Member

CBD Sydney Chamber

Real Estate Specialist

Design, develop and provide online courses in Property Investing to educate that how one can go about building wealth to generate passive income.

The Answer is Yes Pty Ltd

Subject Matter Expert - Online Trainer

CUB Club of United Business

CUB Member

Sharing my journey and strategies in a comprehensive guide that empowers others to start their investment journey:

✍️ Insightful Writing: Authored a 200-page book that breaks down complex property investment strategies into digestible, actionable steps.

📚 Critical Acclaim: The book received notable recognition in financial and real estate circles.

🗣️ Speaking Engagements: Invited to speak at 20+ industry conferences and seminars, sharing insights and strategies from the book to aspiring investors.

Get your copy from here: www.ThePropertyWealthBlueprint.com

Get RARE Properties

Author of The Property Wealth Blueprint

Celebrating the impact and success of our strategies through national recognition:

•	The Australian Small Business Champion Awards nominated Get RARE Properties as a Finalist for Real Estate Buyers Agent for 2022.

•	Northern Beaches Local Business Awards nominated Get RARE Properties as a Finalist for Outstanding Real Estate Agency for 2022.

•	Business xCellence Awards nominated Get RARE Properties as a Winner for Real Estate & Property Services 2021.

•	The Australian Small Business Champion Awards nominated Get RARE Properties as a Finalist for Best Professional Services for 2021.

•	Northern Beaches Local Business Awards nominated Get RARE Properties as a Finalist for New Business for 2021.

•	Business xCellence Awards nominated Get RARE Properties as a Finalist for best Real Estate services 2020

Multi-Award Recognition 

In this dynamic role, I guide clients through the labyrinth of property investment with a keen eye on their long-term success:

🎯 Strategic Investment Planning: Crafted personalised investment strategies for over 100 clients, focusing on their unique financial goals and risk profiles.

📊 Market Analysis: Conducted comprehensive market analyses to identify high-growth potential areas, ensuring clients' investments are positioned for success.

🤝 Client Success Stories: Successfully navigated first-time investors through the complexities of property investment, leading to an average portfolio growth of 25% within the first year.

📢 Educational Workshops: Led monthly workshops to demystify property investment strategies, attended by 1200+ aspiring investors.

Property Advisor

In the bustling world of professionals, where time equals money, I champion the pursuit of financial independence through smart property investment. Here’s how I make your property dreams a reality:

📈 Building Robust Portfolios: Leverage exhaustive research and independent, data-driven advice to ensure your investments match your aspirations.

🤝 Client-Centered Approach: Our #getRAREmodel is designed to fit your busy lifestyle while aiming for your financial freedom.

🌍 Nationwide Property Insights: With a focus on strategic investment, I navigate market trends to find you the best opportunities across Australia.

✅ Success Stories: From turning debt into wealth to guiding clients towards building multi-million dollar portfolios, our strategies are tested and trusted.

Achievements:
🏆 Implemented data-driven investment strategies, achieving an average portfolio growth of 25% for clients within the first year.
💡 Spearheaded the #getRAREmodel, guiding over 300+ professionals to successful property investments. For example, helped Raphael and Kate secure a portfolio worth $2.2 million in just 7 months.

Join the ranks of successful investors who’ve achieved financial freedom with our bespoke strategies.

Property Wealth Strategist | Buyers Agent | Founder 🏠🏠🏠

Learning the merits of investing early, I saved and bought my first next-door property in India, following my friends and family advice. However, it didn’t serve the purpose as it failed the test of time. I was so disheartened. 

But I was resolute to learn from the mistakes and started educating myself. 

Fast forward few years, in 2010, I secured the desired Finance role after concluding my full-time MBA in Australia. I was staring at my bank balance and the sheer affordability gap to fulfil my Australian dream of homeownership. With intense soul-searching, I elected to be an investor instead. For the next 18 months, I learned about property investing and finally mustered the courage to own a piece of land in Australia. I was so optimistic about an intercity property that I didn’t hesitate to borrow $90k against multiple credit cards to serve as the initial deposit. The research paid off. Not only I repaid the hefty credit card borrowing, but I also redrew the equity later to make the next purchase. Only this time, I was better equipped. Again, and then again.

By 2015, I had a thorough working knowledge of structure, fundamentals (what to look for, how and where) and financial leverage. I switched gears and started to leverage other people’s skills. I started establishing a proximity with profoundly prosperous investors and learning from the best by enrolling in their structured high-ticket programs. I also started travelling interstate to develop a deep network with the local real estate agents. My Research role in the Funds Management industry further furnished me with the risk aversion in investing. 

The confidence and knowhow allowed me to add more in my portfolio, and by 2018 I had a positively geared portfolio worth over $5m with decent equity built-in. Yes, from nothing to $5m property portfolio in 7 years. Was it easy? Certainly not! Could that have been easier? Yes, definitely, had I possessed the winning formula and leverage of experts from day one!

Pegasus Properties

Property Investor and Developer

I was responsible for managing multi-asset class portfolios for client segments which have specific target based objectives and liabilities which required a tailored and targeted approach to asset allocation. This included portfolio design, implementation, monitoring and reporting. I specialise in delivering optimised strategic asset allocation (SAA) to meet clients' target based objectives adhering to their mandates and deliver insightful quantitative and qualitative analysis of key portfolio risks, including risk attribution, tail risk analysis, stress testing and scenario analysis to make informed decisions.

AMP Capital

Senior Quantitative Analyst / Portfolio Manager

I was responsible for bottom-up research analysis on stocks in Energy and AREITs sectors and selected stocks for inclusion in model portfolios. I enhanced Risk Management Framework while managing Model Portfolios at eQR Securities. I also managed Mean Variance Optimisation tool, which included building constraints and tilts like growth, income, etc. to evaluate and optimise 400+ clients’ equity portfolios. 

Later, as a part of BT Investment Solutions, I conducted attribution analysis on the equity portfolios to evaluate the performance of the fund managers in different investment regimes and highlighted their strengths and weaknesses.

BT Financial Group

Investment Analyst, Associate Director

A contract role to analyse the impact of the changes in the regulation. I presented recommendations to senior management after conducting workshops with stakeholders from Legal, IT and Business divisions to identify the gaps and changes required for the bank to seek compliance.

Westpac

Analyst

An internship to research model factors, both quantitatively and qualitatively to rate and rank 220+ hedge funds. A proprietary weighting system to rank funds for each strategy and asset class was formulated.

Australian Fund Monitors

Funds Analyst

An internship to analyse clients’ profiles to empirically quantify the likelihood of new client acquisition.

Goldman Sachs JBWere

I worked as an IT consultant in various roles focusing primarily on Information Systems and large datasets, across India, Singapore and Australia. I am adept at diluting large amounts of information into concise messages, building tools to drive decisions, and generally finding order among chaos.

My passion for investments made me quit my prolific role in IT industry to pursue full time MBA and CFA Program to help me career transition into Finance industry. This experience has helped me program and build Quantitative model in excel VBA and Python with ease.

Vaibhav Rastogi