Your risk profile, past investments, your prefernces and concerns - all are considered here.
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation. RISK PROFILING – Knowing ourselves well is more important
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. This should also consider all your sources of income.
What is Wealth? Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities.
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 to diversified, professionally managed portfolios at a low
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 and implement a cost-effective risk management
Retirement planning continues to be an alien concept for a substantial number of individuals. There is much more to retirement than just lazing in an armchair or taking morning walks. A prerequisite for a comfortable retired life
My experience, with Rajat Investments has been of high quality, with accurate and timely delivery of services. They have exemplary ethics, careful and cautious approach without sacrificing speed of execution and alertness to capture opportunities. They have gone out of way to provide hand holding and keep customers happy and satisfied. This personal touch has made it a very strong relationship and I have been associated for a decade and look forward to this association.
Mr. Sumit Jaju
It's privilege n pleasure as a journey with Mr Ajaykumar Kalantry. His focused, updated knowledge is highly important for me as a client to continue n switch in mutual fund growth. I am writing with benefits in my accounts as an experienced n satisfied client and not customer. I bestow my all Best Wishes for the dynamic future of Rajat Investment.
Mr. Gautam Vadnere
Here with very happily and confidently I am said that, I have a right and trusty financial partner with me in the form of Rajat Investment. The owner of Rajat Investment Mr. Ajaykumar Kalantri is impress me with their deapth of knowledge, lateral thinking and a very positive approach. The best thing I feel is, they never force me to do more investment. They given me my own space and provide a very transparent view of my every decision about my investment.
Mr. Rahul Vaidya