Company Profile

R K Investment Financial Services

Established in Feb 2019 as a wealth management advisory firm with the aim of providing customized product solutions for every client to achieve their financial goals. Mr Rohit Kumar is the proprietor of this firm; he has more than 15 years’ experience in investment advisory services. His vast knowledge about financial products and strategic investment advisory services has made him very popular among his clients. He has started this firm with the strong philosophy of serving our clients by understanding their needs in respect of his future financial planning, preparing a product mix plan with the help of a wide range of product and delivering complete investment solution for fulfilling their dreams.

Core competencies:-

1. Mutual fund advisory
2. Insurance planning
3. Tax saving strategy

Why R K Investment

• Expert advice in fund selection
• Strategic investment according market scenario
• preparing product mix plan to match with financial goal
• Reduce tax burden and save tax with better return
• Portfolio review on regular interval
• Mobile app for easy transaction
• Download consolidated portfolio statement any time
• 0 Fee

Certificates