Smart Planning. Smarter Investing
Combine financial clarity with strategic growth—smart planning keeps you grounded, smarter investing takes you further.
Launching Our New App - Rathi Finserv
Rathi Finserv is created for mutual fund investors to track and monitor their mutual fund schemes, request for portfolio reports, view transaction details, know upcoming SIPs and much more.
This uniquely created app is only restricted to those clients whose MFDs are registered users of Rathi Finserv, ensuring secure and seamless investment tracking.
My Investment Approach: Stability & Flexibility
From strategy to execution, we make your investment journey seamless and stress-free
Investment Planning
Smart investment planning helps you build wealth methodically while preparing for future goals and uncertainties.
Tax Planning
Strategic tax planning maximizes deductions, minimizes outflow, and improves overall wealth efficiency.
Retirement Planning
Retirement planning ensures a steady income, financial freedom, and peace of mind in your golden years.
Financial Planning
Smart financial planning helps you prioritize, invest wisely, and stay prepared for life’s uncertainties.
Turn Your Goals Into a Game Plan
At Rathi Finserv, we believe true financial success lies in achieving your life goals—without debt, stress, or compromise. Whether it’s owning your dream home, securing your child’s education, or building long-term wealth, our personalized investment strategies are designed to help you grow steadily, plan wisely, and live freely—with complete financial clarity and peace of mind.
Mutual Fund Scheme Research
Scheme Performance
It tells you how much wealth you can create by making monthly investment
Calculate Now →
How To Reach Your Dream Of 1 Crore Rupees
✔️ Discipline - Consistently saving and investing a portion of your income every month.
✔️ Time – Allowing your investments to grow through the power of compounding.
✔️ Right Asset Allocation – Balancing equity, debt, and other investments based on your goals.
✔️ Patience – Staying invested for the long term, despite market fluctuations.
✔️ Smart Strategies – Leveraging SIPs, diversification, and tax-efficient investments for maximum returns.
Crorepati Calculator
This calculator will help you visualize the amount accumulated.
Calculate Now →Product Basket
Access a wide range of financial products under one window with online transaction facility
Benefits Of Investment Through SIP & STP
We highlight the simplicity and benefits of Systematic Investment Plans (SIPs) in Mutual Funds, designed to help investors meet financial goals while fostering disciplined habits. Here are 3 key merits:
- 1. Disciplined Investing: Encourages regular investments, fostering financial discipline.
- 2. Rupee Cost Averaging: Reduces market volatility risks by averaging purchase costs.
- 3. Power of Compounding: Small, consistent investments grow exponentially over time.
- 4. Flexibility: Modify, pause, or stop SIPs as per your changing financial needs without penalties.
Live MF SIP Tool
Real-time SIP tracking and investment management for smarter wealth growth.
Live MF SWP Tool
Real-time SWP tracking and management for steady wealth withdrawals and financial stability.
Declining MF Schemes
Managing underperforming MF schemes to protect your investments and optimize returns.
