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We help young professionals, businessmen & retail investors lead a secure and fulfilling life by delivering robust risk forecasting & investment services.
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When You Have Roots in India,
Let Your Wealth Grow Too!
Discover how right mix of asset allocation can shield you from market volatility.
At Rakhecha Finserv, we go beyond wealth management—we are your partners in financial growth. Founded by two brothers with MBAs in finance, we bring expertise, research-driven insights, and a client-first approach. With ₹100 crore in assets under management, we build well-diversified portfolios focused on sustainable, risk-adjusted returns while adapting to market changes.
Beyond investments, we foster a strong client community through regular market insights, WhatsApp updates, and personalized financial planning. With a dedicated support team and seamless service, we empower clients to make informed decisions and achieve long-term financial success.
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Piyush has been one of the star children of The Heritage School, Kolkata. Regular, punctual, sincere, and ready to take responsibility, Piyush has a happy, confident disposition. As the principal of the school, I stayed in touch with him after he graduated from school. True to his character, he has been managing my investments wisely for over 6 years and I am pleased with the time he gives to each of his clients. He is intelligent and has knowledge of the latest trends in the financial market. The research, reading, and effort put in by him are commendable. Kudos!!! dear Piyush.
Piyush’s ability to spot trends and make well-thought-out investment decisions is truly exceptional. Whether it's analyzing market data or evaluating opportunities, Piyush's skills are second to none. His insights and strategic mindset have consistently translated into impressive returns on investments. I've had the privilege of witnessing Piyush's financial acumen in action, and it's no surprise that he's often the one others turn to for managing money. If you're looking for an investment guru who can help you navigate the complex world of finance and make informed decisions, Piyush is your go-to person. His strategic investment decisions have not only impressed me but have also brought success to many others. I was initially overwhelmed by the complexities of investing, but Royal Eastern Financial Services made it easy to understand and navigate. Their team's dedication to my financial success and their strategic investment advice have significantly grown my portfolio. I appreciate their transparency and the regular updates on my investments.
Planning for retirement was always something I dreaded, but Piyush & Nitish made the process seamless and stress-free. They took the time to understand my retirement goals and crafted a plan that maximizes my income while minimizing taxes. I now look forward to a comfortable and financially secure retirement.
As an NRI doctor settled in the UK, managing my finances in India was always a challenge. I wanted a structured investment plan that ensured steady growth with minimal risk. The team at Rakhecha Finserv introduced me to Portfolio Management Services (PMS), aligning it with my long-term goals. Their research-driven approach and regular performance updates gave me confidence in my investments. Today, I see consistent wealth appreciation, and I know my money is in the right hands. Transparency and professionalism make them my trusted financial partners.
Being a lawyer, I understand contracts and legalities, but when it came to financial planning, I was unsure how to structure my wealth efficiently. The Rakhecha Finserv team created a customized financial roadmap for me, covering my investment, insurance, and wealth-building goals. What amazed me was that I reached my primary financial target much earlier than expected! Their disciplined approach helped me achieve my dream of buying a second home and securing my retirement ahead of schedule. I highly recommend their goal-based investment strategies.
As a businessman, I’m always looking for high-growth opportunities beyond traditional investments. I wanted to diversify my portfolio with Alternative Investment Funds (AIF) and unlisted equities but needed expert guidance. Rakhecha Finserv helped me identify lucrative opportunities backed by strong research. Today, I have exposure to high-growth startups and private equity investments, generating impressive returns. Their detailed research and strategic allocation approach have truly transformed my investment journey. It’s been a game-changer for my financial growth.
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor – ARN 305993 | Date of initial registration – 20/08/2024 | Current validity of ARN – 19/08/2027
