Customer Excellence
The new-age technologies summed up with our commitment and dedication has made us a trusted partner to our clients.
Imagine waking up every morning without the worry of bills or unexpected expenses. Imagine being able to plan that dream vacation, or give your child the education they deserve. At INVRajat Financial Services, we believe this isn't just a dream, it's a feeling you deserve. We're your friendly guide offering financial services across India to help everyday people, just like you, access a secure financial future.
Our founder, Mr Rajat Ghosh, an AMFI registered Mutual Fund Distributor, has an MBA in Finance, and holds 26 years of experience in the distribution business. He started with insurance and later expanded offerings to Mutual Funds, stocks and more to serve his clients better. We understand investing can feel confusing. Different plans, strange terms, it's all enough to make your head spin. That's where we come in. You can count on us to hear you, answer your doubts and help you with big and small investment opportunities that align with your goals. We offer everything you need under one roof.
Need to save up for your child's future? We can help you pick the right mutual funds plan. Worried about protecting your family? We'll find the best insurance for your needs. Maybe you're curious about the stock market or excited about a new IPO - we're here to explain it all in easy-to-understand terms. If you can't file your ITR, you can leave it to us. Even planning for retirement doesn't have to be scary. We'll break down NPS and FD options so you can make confident decisions.
For us, it's not just about selling products, we believe knowledge is power, so we'll simplify complex financial terms and make sure you understand every step of the way. We'll celebrate your milestones, big and small, and be your biggest cheerleader throughout.
The new-age technologies summed up with our commitment and dedication has made us a trusted partner to our clients.
We have introduced a new podium for tech-savvy millennials and Genz that are venturing into the financial marketplace.
We believe in transparency at every step of your investment process.
Years of Experience
Clients
Assets Under Management
Insurance Claim Settlement
Awards Achived