A leading Personal Financial Advisory company based in Gwalior with over 15-year experience with clients all over India and outside India.
We are a company promoted by young professionals with a vision to place the organization among the best Financial Service Providers. Our main endeavor is to provide solutions to our clients, after assessing the requirements of the clients, by understanding their goals and aspirations along with their Risk profile, return Expectations to achieve those aspirations, liquidity & tax liability. Our orientation is always towards enhancing our customer service standards.
Rks Wealth is one of the leading players in the Indian financial services space. We offer advice and execution platform for the entire range of financial services covering From Mutual fund, Fixed deposits, Health and life Insurance, Zero Brokerage Equities & derivatives trading, Bonds NCDs and Post office small savings to Loan against Securities.
Rks Wealth is committed to its independence and works exclusively for the benefit of its clients without any conflicting interests. It provides Client centric services with full transparency and dedication.
Rks Wealth strives to provide consistent superior risk-adjusted returns to its clients and a unique wealth management experience in the industry.
We have a unique Client Centric Service Model so as to help their Clients to select the combination of various services required by them.
We, at Rks Wealth, are committed to provide a process and system driven atmosphere and culture to our members by adjusting and adapting to their changing needs and market dynamics and thereby providing them tailor made solutions satisfying their specific needs.
Our investments should be boring and life Exciting and not vice versa.
Mr. Rakesh Singhal is a well-known successful entrepreneur from Gwalior City, where he was born. Being an Engineer by profession, he worked for around 6 years with prestigious industries from 1994. Soon he realized that his passion is accounts and finance being an experience gifted by his father.
Starting from the year 2000, he has deeply worked with various financial instruments like Insurance, Stocks, Derivatives trading, Accounting, and Mutual funds. He has been able to win the trust factor with thousands of families by his transparent approach and helping them to achieve their goals.
To pursue his dream of helping other people’s investment, Mr. Rakesh founded RksWealth in 2010, where he has a mission of ensuring peace of mind via financial freedom by taking their investment worries. He possesses a team of committed like-minded professionals and dedicated youngsters.
His charismatic personality includes reading self-help/ finance books, and he is inspiring hundreds of lives to start reading habits. He is on a journey to make people independent and take control of their personal finance by uplifting the life of success to a life of significance.
Mr. Rakesh is fully devoted to the investment portfolio of each client. He is truly a self-made Millionaire who is duplicating his vision. He is rated as the No.1 MF Advisor of Gwalior and aggressively raising his business nationwide.
Mr. Avinash Singhal is among one of the experienced names in the Indian Finance Industry. He is having a commerce background, and after his graduation in 2007, he has been associated with several reputed professional corporations like LIC India, Birla Sun life, Banca Insurance, Citibank, and Kotak Securities, and Religare Securities. During his tenure of work, he has been upgrading his skills, and thus he has cleared IRDA in the year 2005 and NISM examination in 2017.
After gaining a decade of ground-work experience right from ‘Financial Advisor’ till ‘Relationship Manager’, Mr. Avinash enhanced his personality to a significant level. He has been able to achieve the trust level of 600-700 families.
In the year 2018, Mr. Avinash has joined hands with RksWealth at the position of Director-Sales and He is committed to helping his clients to achieve their financial freedom by portfolio size of a minimum of one crore.
Mr. Tarun Jain is having his core competency in Accounts since he started in 1998. However, he has been responsible for other profiles like Purchase, Administration, when he was attached with Elixir Infrastructure as Finance Manager. His capability includes handling a client base of 500 plus customers.
In the year 2000, he has graduated in commerce and completed PGDCA in 2005. Further, enhanced his academic qualification to post-graduation by doing MCA and MBA (Finance) in 2009 and 2010, respectively.
By caring along with 2 decades of versatile experience, Mr. Tarun joins hands with RksWealth as ‘Director - Customer Services’ to not only help their clients to build a finance portfolio but also to support Income tax/ Direct-Indirect taxation/ IT Returns.
Mr. Tarun is living with his family at one the prestigious townships in Gwalior and he is known as a Self-made Millionaire.
101, Vakunth Apartment, Chitnis Ki Goth, Roxy,
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