Our Consultancy is one of Premier Investment Advisory and Financial Planning Consultancy in Mumbai. We offer personalised Investment Advisory and Financial Planning services to individual investors, corporates, institutional investors, Non-Resident Indians (NRIs) and High Net worth Clients, among others. We offer a wide range of investment products such as mutual funds, life and general insurance, bonds, income tax consultancy, etc. offered by reputed public and private and government organizations.
Our Background
In 2000, Rajesh Gopani, founder of Rajdeep Consultants, had a vision. As per his advice, we foresaw the need for mutual funds that performed regardless of market environment and provided financial professionals and their investor clients with the flexibility needed to respond to both changing market conditions and changing personal investment goals. We saw the need for an investment firm that listened to its clients, understood their challenges and anticipated solutions to solve their problems.
Since its inception, Rajdeep Consultants have proven to be successful in developing specialized investments that are essential components of a modern portfolio. We are committed to helping investors maximize the value of our investing tools and strategies and to providing an outstanding level of customer service.
Processes which we follow:
We identify the short term and long term objectives of investments of the customer. We find out suitable investment options and discuss the same before making investments. All investments are compulsorily reviewed personally and periodically. Dynamic forces at market place require review of portfolio on a periodic basis. In case of need we provide such portfolio, we work out short term and long term capital gains as also provide strategies for saving tax.
Objectives
We provide ideas for every investment objective. We germinate the idea to the satisfaction of the customer. The ideas are like seeds. When they grow like a tree, a treasure of wealth unleashes over a longer period. One such example is given below. Invest Rs.1,000/- per month at the age of 20 years till you retire at the age of 60 years and take away Rs.3,14,03,755/- if the returns are in the region of 15% p.a.
We can certainly structure such ideas and investments for you keeping in mind your requirements.