Rajat Investment

9370675930

rajatinvestment9@gmail.com

ABOUTUS

image

Rajat Investment Empire is one of the leading comprehensive financial investment solutions advisory with specialization and expertise in financial sector. We are AMFI qualified and IRDA approved distributors. We are SEBI registered Sub-Broker in NSE, BSE, MCDEX, NCDEX, CURRENCY with Anand Rathi Share And Stock Brokers Ltd. We have more than 18 years experience with India Bulls Securities, Aditya Birla Capital, Karvy Stock Brokers Ltd., Anand Rathi Share And Stock Brokers Ltd. in Equities, Commodities, Currencies, Financial Planning, Retirement Planning, Tax Planning, Mutual Funds, Life Insurance, General Insurance, Health Insurance, Accidental Insurance, Loans, and D-mat Accounts, Physical Share D-Mat, PMS, Credit Card services etc. We have been serving and helping our Retail, HNI and NRI customers and investors in achieving their financial goals which leads to their financial freedom. We firmly believe that “Once Journey to financial freedom is through Financial Literacy only”.

We are associated with PRUDENT Corporate, SBI, UTI, HDFC, ICICI Pru, Aditya Birla, Kotak, Mahindra Manulife, Axis, Reliance, Tata, also associate with all Mutual funds, SEBI Sub-Broker with Anand Rathi Share And Stock Brokers Ltd., Nirmal Bang Securities, CARE Health Insurance.

What We Do:

  • Analyzing Customer’s Financial Health & Risk.
  • Helping the Customers to identify their real financial needs, goals and targets and risks.
  • Making them understand all financial products so that they could choose right financial product, plan/scheme which exactly matches with their financial goals and targets and achieve them well in time with keeping in mind Return, Inflation and Taxation.
  • Helping them to manage financial risks occurred due to unforeseen and unfortunate events like death and illness.

Vision

To stay focused on the needs of our clients and to be most respected name among all financial services company by adhering to traditional values of simplicity, transparency and integrity while continuing to deliver steady performance over the long term.

Mission

At Rajat Investment Empire, we strive to serve as a “Knowledge Partner” to our clients’ investment management and advisory needs. We are committed to provide:

  • Investment options to convert savings to wealth.
  • Simple products that are easy to understand.
  • Sensible, risk-adjusted returns over the long term.

Our Approach

Our approach involves researching the available products and analyzes the existing financial investments of the clients before arriving at a solution that matches the current and the future requirements. We take both short and long term objectives into account.

Our Objectives

We align ourselves with the objectives of our client and provide tailor made solutions to fit every business and industry. This has helped us to gain the trust and loyalty of many consumers across different industries.

Our Vision

We see ourselves taking the ownership for fulfilling the dreams and aspirations of our customers. We want to provide the best investment sources and better options for our clients. It is our vision to get ranked on top for customer satisfaction in financial advisory industry.