TRUST - Credibility + Reliability + Intimacy (Relationship)
We think about you. - Self Orientation.
We have around 20+ years of experience in investment and insurance planning and we proudly manage the hard-earned money of many families and individuals and help them achieve their financial goals. To do so, we understand their investment needs and suggest investments that is most suited to their risk profiles and individual needs.
We also help in periodic review and rebalance in order to avoid portfolio volatility.
read moreWe plan investments based on your needs and time period. Your investment needs can be for short, medium or long term but we can plan for all time periods.
Not only we help you plan your investments, we also provide you door step service and online investments, help plan your tax saving and goal planning.
The most important goal of your life can he achieved easily through regular investing and discipline. We hand hold you in this journey to make your sunset years beautiful.
For wealth management we suggest an integrated approach and selection of diversified funds depending upon your risk profile and time horizon.
While our investment planning services are offered on a one to one basis, we execute the plan completely online thus saving your precious time and making the journey seamless.
Tax planning is the integral part of investment planning. We ensure that investment planning starts with tax planning and thus enhance your overall post tax returns on investments.
We help individuals and families reach their respective financial goals by taking measured risk within the desired time frame.
Creating wealth for our investors by suggesting them the right funds is something what we love to do.
There are over 50 category of mutual funds and over 2000 mutual funds schemes to choose from for your investments. Further, each scheme is meant ...
ife Insurance provides invaluable financial security to your family and the loved ones. While there is no clear cut answer as to what should be your life cover ...
Fixed Deposit is one of the most preferred investment options among conservative investors who look for assured returns and regular income ...
Following are some of the client testimonials which encourages us to excel more in our work.
My partnership with Rajiv started way back in 2005 and since then he has been my go-to person for any investments or financial planning. He is top-notch when it comes to comprehending our financial priorities and needs and then customizing our portfolio to suit our requirements. His service levels have been very high too; always available on phone for quick suggestions and he is also open to in-person meetings irrespective of whichever corner of the city we live in. I have been lucky to have associated with him very early in my life and am definitely reaping the benefits of this long partnership.
It's been almost 15 years since I have known Rajiv. I remember when I was working in Tata Aig and needed help in redeeming my Franklin blue Chip fund, (That time everything had to be done manually) he came forward helping me . Rajiv was instrumental in helping me and my family understand the importance of investing in the market in a smart way. It will not be wrong to say that today if we have decent savings it's because of Rajiv I don't have even a single instance to quote Where I was not offered the right investment solutions. He has always catered to his customer needs.
My partnership with Rajiv started way back in 2005 and since then he has been my go-to person for any investments or financial planning. He is top-notch when it comes to comprehending our financial priorities and needs and then customizing our portfolio to suit our requirements. His service levels have been very high too; always available on phone for quick suggestions and he is also open to in-person meetings irrespective of whichever corner of the city we live in. I have been lucky to have associated with him very early in my life and am definitely reaping the benefits of this long partnership.
It's been almost 15 years since I have known Rajiv. I remember when I was working in Tata Aig and needed help in redeeming my Franklin blue Chip fund, (That time everything had to be done manually) he came forward helping me . Rajiv was instrumental in helping me and my family understand the importance of investing in the market in a smart way. It will not be wrong to say that today if we have decent savings it's because of Rajiv I don't have even a single instance to quote Where I was not offered the right investment solutions. He has always catered to his customer needs.
"My association with Rajiv goes 17 years back. Since then he is guiding and helping me in my journey towards "Financial freedom". Rajiv is a through professional. Someone who really cares about understanding your financial needs/goals and advise accordingly. A very easy person to work with. I will definitely recommend Rajiv for anyone who is looking for financial Distributor service."
Mr Rajiv Kumar Gupta is a great person with a wonderful knowledge of money investment and management. I'm absolutely happy with his advice and services. I highly recommend him for all the financial services.
"Its been over a decade now and going strong, that we decided to settle down with our financials/savings and it was the best which could happen to us, WE MET RAJIV. Thank you Rajiv for guiding us through the different investment plans, for building trust, for discouraging us to spend money, empowering us to think big hence dream big! Best wish always".
I have come across Shri Rajiv Gupta, Mutual Fund Distributor MAA Finvest services since 2005. He has given me Practical Calibrated Advises on all financial matters, especially on all types of Mutual Funds. He is trustworthy & reliable with his timely Attention, Advises & Actions. It led me to a greater height in achieving my financial goals.
With his sound knowledge on financial matters, he keeps his clients aware of the financial phenomena around the globe from time to time through his Newsletters, Articles etc.,. He could be considered as ' One Stop ' for all financial Solutions.I am very much grateful to him for his Unselfish Attitude.
I am absolutely delighted with your service. It is really refreshing to work with a financial advisor who is truly interested in their client's need, circumstances and preferences. You are always ready to receive phone call to guide me in most convincing way. I loved your emails pertaining practical financial knowledge enhancement. Your passion, knowledge and a genuine interest in achieving the best for clients is what makes you a truly professional financial adviser. Rajiv's dedication to clients, business excellence and education sets him apart and I would highly recommend him to anyone wanting to achieve financial outcomes.
Rajiv is an advisor where transparency and clarity takes front seat. He has been helping us from the beginning of my career over the last 20 years. He is more our family friend rather than a mutual fund advisor. He understands the customers risk profile without much explanation and advises in the best interest of the customer. There have been challenging times when markets go down or some fund houses get into issues. But it is his professionalism which reassures us every time.
My journey with Mr. Rajiv Gupta began in 2007 and I am one of his many clients who have come from word-of-mouth referrals - this depicts the value of the relationships that he shares with his clients. Passion, knowledge and a genuine interest in achieving the best for his clients, is what makes Rajiv a truly professional Financial Adviser.
The expertise and attention to detail is "tremendous" and the way Mr. Rajiv Gupta guided us on our financial affairs could not be faulted. His reassurance during the feeling of uncertainty is especially comforting and confidence-boosting. He approaches every business transaction transparently and with absolute integrity. His continual advice on financial planning has always guided us in the right direction. Mr. Rajiv Gupta always explains everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion (however Funny it might be).
I have no hesitation in recommending his services with "complete trust" and I look forward to a continued relationship with him. Mr. Rajiv Gupta is a real pleasure to deal with!
Would like to share that your valuable and timely financial guidance helping to meet my mid and long term financial goals. Our 15+ years of association is built on mutual trust and collaboration.Your indepth & vast financial knowledge and understanding the customer financial goals are commendable.
We are available 24x7x365 to help you with your investment planning queries.
Please provide your details on the form and someone from our team will immediately call you back / or write to you for an online consultation. Looking forward to connect to you!