rachanainvestments

ABOUT US

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I am a Mechanical Engineer, entered in life and general insurance segments in Dec 2003. Started mutual fund advisory actively from 2009.

At Rachana Investments we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from 2003. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.

I, Hemant Shete, is an AMFI certified Mutual Fund Distributor. I am also a qualified Insurance Advisor. Serving more than 350 clients for insurance and 900 clients for mutual fund.

We have established ourselves as a dependable and expert group as far as insurance and investments are concerned. We offer personalized financial planning and wealth management services as we strongly believe that like you, your financial needs and aspirations are also unique and that needs to be addressed correctly. Designing, implementation and review are fundamental to all the services that we offer. To us all our relationships with clients are long term – forever. We consider our clients as an extended family.

Majorly working in Term & Health insurance, equity/debt mutual funds, PMS, AIF, Small cases, Guaranteed return products and much more.

As time went by we have emphasized our focus on technology and ease of access of services at fingertip. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. We are present in web as well in mobile devices. We handhold you to understand reports and analysis of your investments and insurance and at the same time guide you for further actions that needs to be taken. We keep transparency throughout our services. Our most valuable asset is you and your faith on us. We value that above everything.

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