RJ Wealth Creators

Rj Wealth Creators is an Investment Advisory Firm intending to make investing simpler, more understandable & profitable for the investors. Behind the Scenes: A Masters degree in Finance coupled with my work experience is committed to providing professional financial advice to my clients for past two year. What We Do: We help our clients understand their financial objectives and make appropriate plans to realize them. What We Offer We offer Financial Planning, Asset Allocation, and investment monitoring at your doorstep absolutely free of cost. We offer a wide range of Mutual Funds, Fixed Deposit products & services encompassing the needs of the Retail investor, HNI’s, SMEs, Corporate and Institution clientele Mutual Funds: We have relationships with all major AMCs in the country. Advising retail individuals, HNIs and Corporate Treasuries, we offer a choice of mutual funds spanning all investment objectives and asset classes and have a systematic 4-step advisory process comprising Background Profiling, Risk Profiling, Model Portfolio Creation, Review and Rebalancing. Fixed Income Products & Bonds We offer variety of Fixed Income Products varying from Company Fixed Deposits to Government Bonds & recommend them to client depending on their risk profile. We also provide bonds to cover the capital gain in income tax. Insurances: As we are empanelled with all major insurance companies of India, we guide our clients to there suitable needs for Life Insurance, Medical Insurance and General Insurances. Why you should choose Rj Wealth Creators; Rj Wealth Creators is AMFI registered Financial advisor and our main focus has always been: Client First Philosophy Full Confidentiality of all your financial data Unbiased Recommendation Establishing a Long Term Relationship with you, rather than just a financial plan.