Equity Funds

At Rathi Finserv, we specialize in guiding you through Equity Mutual Funds — schemes that invest primarily in the stocks of companies across various sectors and market capitalizations. These funds are designed to provide long-term capital growth, making them an ideal choice for investors focused on wealth creation over time.

While Equity Funds can be volatile in the short term, they offer strong potential returns with the right investment strategy. Our team of experts assists you in selecting equity funds that align with your financial goals, investment horizon, and risk profile, whether you are a first-time investor or looking to rebalance your existing portfolio.

Debt Funds

At Rathi Finserv, we offer expert guidance on Debt Mutual Funds — schemes that invest in fixed-income instruments such as government securities, corporate bonds, treasury bills, and other money market assets. These funds are designed to provide stable returns with lower risk, making them an ideal choice for conservative investors or those aiming for short- to medium-term financial goals.

Unlike equity funds, debt funds prioritize capital preservation and income generation over aggressive growth. Whether you are looking for better returns than a traditional savings account or seeking a steady stream of income, our team helps you select debt funds that align with your risk appetite, liquidity needs, and investment time horizon.

Hybrid Schemes

At Rathi Finserv, we help you explore Hybrid Mutual Funds — schemes that invest in a mix of equity and debt instruments, offering a balanced approach to growth and stability. These funds are ideal for investors seeking moderate returns with controlled risk.

Hybrid funds combine the high-growth potential of equities with the steady income of debt, making them suitable for those who want diversification within a single investment package. Whether you are a cautious investor looking for equity exposure or aiming to reduce portfolio volatility, we guide you towards the right blend of assets aligned with your financial goals and risk profile.

SIF

At Rathi Finserv, we specialize in Specialized Investment Funds (SIFs) — exclusive SEBI-approved funds designed for high-net-worth investors seeking greater flexibility and control. SIFs offer advanced strategies such as long-short equity and sector rotation, providing smarter ways to invest beyond traditional mutual funds.

With a minimum investment of ₹10 lakh, SIFs deliver tailored, actively managed solutions that adapt to market shifts while aiming for higher returns. Trust our expertise to guide you through these distinct and powerful investment options to unlock your portfolio’s full potential.

PMS

At Rathi Finserv, our Portfolio Management Services (PMS) deliver personalized investment solutions managed by seasoned professionals. PMS is designed for investors seeking customized portfolios tailored to their financial objectives and risk appetite.

Whether focused on equities, diversified assets, or alternative investments, our PMS aims to maximize returns through active management and regular portfolio reviews. Let us help you elevate your wealth management to the next level with confidence.

AIF

Alternative Investment Funds (AIFs) provide access to non-traditional investments such as private equity, venture capital, and hedge funds. Regulated by SEBI, AIFs are ideal for investors seeking higher returns and enhanced portfolio diversification beyond conventional stocks and bonds.

At Rathi Finserv, we connect clients with top-tier AIF opportunities, carefully matched to their risk profile and financial objectives. With our expert guidance and network of trusted partners, we simplify complex investments to help you achieve superior outcomes with confidence.