About Rathi Finserv

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Rathi Finserv is a trusted financial and taxation solutions firm founded by Gopal R. Rathi, a Chartered Accountant with over 14 years of experience. As an AMFI-registered Mutual Fund distributor, we deliver comprehensive services tailored to your unique financial goals. With a strong client base of 300+ satisfied individuals and businesses, Rathi Finserv specializes in Mutual Fund Investments, Income Tax Filing, GST Registration & Return Filing, Strategic Financial Planning, Corporate Fixed Deposits, and Sovereign Gold Bonds. Partner with Rathi Finserv for expert guidance and a secure financial future built on trust, integrity, and result-driven advice.


Our Mission

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Our mission at Rathi Finserv is to empower individuals and businesses to achieve their financial goals with confidence and clarity. We are committed to delivering comprehensive, transparent, and customized financial and taxation solutions that foster growth, ensure compliance, and build a secure financial future. Guided by integrity and professionalism, we strive to create long-lasting relationships by providing expert advice in Mutual Funds, Taxation, and Financial Planning, enabling our clients to make informed decisions and lead financially confident lives.

Our Vision

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At Rathi Finserv, our vision is to be recognized as a trusted and leading financial solutions provider, empowering every client to achieve financial freedom and security with ease. We aspire to transform the way individuals and businesses manage their wealth by delivering expert, ethical, and innovative financial planning and taxation services. We aim to build a financially confident society where sound investments, strategic tax planning, and secure futures are accessible to all through our commitment to excellence, integrity, and client-first approach.

Why Choose Us ?

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With over 14 years of professional expertise as Chartered Accountants and AMFI-registered Mutual Fund distributors, we offer integrated financial and taxation solutions. Our approach combines trust, knowledge, and personalized guidance to help you achieve your financial goals confidently and efficiently.

  • Comprehensive Expertise – In-depth knowledge in Mutual Funds, Taxation, GST, and Financial Planning
  • Client-Centric Solutions – Tailored strategies aligned with your financial aspirations
  • Professional Integrity – Transparent, ethical advice with your interests as top priority
  • Trusted Relationships – 300+ satisfied clients built on trust, reliability, and growth
  • Holistic Financial Growth – Enabling security, compliance, and wealth creation seamlessly

Knowledge Partner

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We have tied up with WebClass.in, a Bengaluru-based online training and research institution in the field of Capital Markets. It is going to be a valuable aide to our family of investors and partners in getting interpretations and analyses about Capital Markets and Indian Economy. Visit Them At www.webclass.in