We are Rathi Finserv Having 13+ Years of experience in serving Clients Since 2010
Rathifinserv (Previously known as Shree Financial Consultancy) have experience of more than 13 Years in different areas of Finance, Investments & Accounts. Presently handling 500+ satisfied clients with AUM more than 85 crores. We are helping clients to invest in various financial products. Our core purpose is to provide fast track financial services as per long-term and short-term goals & thereby make people enjoy secured retirement life.
Qualification – Certified Financial Planner, Qualified Personal Finance professional, Mutual Fund Distributor & Insurance consultant, recognized by FPSB, Network FP, AMFI & IRDA respectively.
Why Choose Us!
Core Values
• Transparency
• Right attitude
• Quality service to the clients
• Benefits of clients come first
• Long term relationship building
• Ethical working
• Long term wealth creation and preservation strategies
Products
- Mutual Fund
- Insurance
- Private Equity Fund
- PMS (Portfolio Management Services)
- AIF (Alternative Investment Fund)
- Demat Service
- Structured Products
- Fixed Deposits
Our Partners and Clients
Our more than 13 years of rich financial planning experience gives us the edge over competition. Our ethical approach ensures the client satisfaction and thus their further trust in our services.
