Ceera Investments

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Extra Phones: TollFree: (800) 544-6666
Neighborhoods: Larchmont, Westside, Great Uptown
AKA: Ceera Investments LLC
Other Link: https://ceera.com/CONTACTUS.HTM
Categories: Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services

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Phone: (713) 355-7523

Address: 5434 Judalon Ln, Houston, TX 77056

Investment Management
We cater mostly to individuals and families, and some small businesses and charities. We remain open to any type of client or entity who would like to avail of our investment management services. We are agnostic to a client’s location as long as the law permits it and the assets being managed are in custody in the US. It also doesn’t matter if an account is a 401k plan, an Individual Account, a Joint Account, an IRA (Individual Retirement Account) or a Rollover IRA, a Trust, or a Corporate Account, and so on—we manage investment assets in any type of account.
Mutual Funds
Our primary service is to manage investment portfolios, on a discretionary basis, for our clients via their separate accounts maintained at third-party custodians such as Charles Schwab, Fidelity, and Interactive Brokers. The investment vehicles used comprise an appropriate mix of individual securities and / or mutual funds (primarily no-load), depending on the client’s choice.

Retirement Planning
Founder, President and Managing Member, drives the firm’s investment strategies, portfolio and client management. Prior to setting up CEERA in 2005, Rajesh worked for several years at Burnham Financial Group (Houston) helping manage assets for high net worth individuals, profit sharing and pension plans, trusts, and endowments. Rajesh earned his MBA in Finance from the A.B. Freeman School of Business at Tulane University, New Orleans in 1998 and completed his Bachelor of Engineering degree in Electrical & Electronics and a Masters of Science degree in Physics from the Birla Institute of Technology & Science (BITS), Pilani, India. Outside of CEERA, for several years up to 2019, he was a member of the Board of Trustees of BITSAA International, a BITS Pilani alumni organization and continues helping the organization as the Chief Investment Officer of the BITSAA Investment Committee. He also volunteers his time managing the endowment assets of

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