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Rakesh Khilnani

Investment adviser representative at Goi
17 yearsExperience
2 statesRegistered in
$111.3MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. GoiApr 2022 to now
  2. Global Capital Strategies Ii, LLCJun 2019 to Apr 2022
  3. Arq Advisors LLCJan 2019 to Apr 2022
  4. Global Capital StrategiesJan 2018 to Apr 2022
  5. Cantella & Co, Inc.Jan 2018 to Dec 2018
  6. Wells Fargo Advisors Financial Network LLCMay 2009 to Jan 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law1996

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Goi

Legal name: Global Opportune Investments LLC

$111.3MAssets managed
59Clients
2Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2259700
Firm CRD
319494
Advisor's SEC record (opens in a new tab)
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