rachanainvestments

To grow and sustain your wealth, we help you design right portfolio

We make sure that you take adequate life and health cover to protect you and your family

WE DISTRIBUTE ALL FINANCIAL PRODUCTS, IN LINE WITH YOUR RISK PROFILE

ABOUT US

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.

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Our Services

Investment portfolio

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation

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Tax Fundamentals

Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws

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Mutual Fund

A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other securities. Mutual funds give small or individual investors access

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Insurance Portfolio

Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. We work with you to identify your risks

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Life Insurance

Life insurance is a contract between an insurance policy holder and an insurer, where the insurer promises to pay a designated beneficiary a sum of money

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Estate Planning

Why should we make a Will? We all are busy in creating wealth – for our consumption, to buy assets like real estate, car, electronic ,gadgets etc, to achieve financial goals

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FINANCIAL CALCULATORS




online mutual fund investment platform

Secure your future through systematic investment

Secure your future through systematic investment

KNOWLEDGE AND LEARNING

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