RATHI INVESTMENT is a team of well-qualified, exuberant, innovative, and enterprising hard-core dynamic professionals, Certified by AMFI, and IRDA, working collectively toward a common goal and committed to offering our clients nothing but the best. We are a boutique Company of independent financial distributors that offers financial investment and portfolio investment management advice.
OUR VISION
OUR UNIQUE SERVING PROPOSITION (USP)
Our simple main motive while managing the funds of a client is that our Investor’s hard-earned money should grow and our achievement is the smile on the face of our Investor. We work only on following two simple rules for our Investors:
- Rule No. 1: Never Lose Money
- Rule No. 2: Never forget Rule No. 1
Our Skills
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Client Services
OUR TEAM
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AMIT RATHI |
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The charismatic, harmonious, supportive, and encouraging personality was managing his firm “RATHI INVESTMENT” since 1988. He has served 34 crucial years of his life for the upliftment & awareness of the financial industry. His experience will go a long way to creating wealth for the Investor. His ‘Client First’ attitude has helped to establish him as an enviably reputed in the area of financial planning and advisory. His endeavor and charm towards providing solutions after assessing the requirement of the clients in terms of risk, return, liquidity & most importantly tax liability. He feels that the most awarding aspect is the satisfaction of earning the trust and protecting the financial security of our clients. He keeps motivating by saying, “Investing can make you rich but, more importantly, it makes you free.” |
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NEETA RATHI |
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She became a back-bone to her husband and She is actively managing contracts and relations with customers, vendors, partners etc. Office expenses and budgeting to help the organization optimize costs and benefits. Mentor and motivate teams to achieve productivity and engagement. She has played a vital role in expanding the market of Postal Saving schemes-RD and Fixed Deposits for RATHI INVESTMENT. She keeps motivating by saying, “Try and work hard, you will definitely reap the benefits”. |
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APOORVA RATHI |
| He truly believes that his father has played an instrumental role in the development of the financial industry and a key role in shaping his life journey. And with this, he aims to take the legacy to the next level. The young, energetic & dynamic entrepreneur who joined the firm has sincerely took the responsibility of initiation for the innovative growth of the Company with the aim to touch new skies of the industry. His core involvement in the day to day marketing initiative has not only grown the AUM with the existing clients but added a lot of HNIs, Corporate Clients and Retails Clients to the RATHI INVESTMENT family under his umbrella. He has been instrumental in developing the business associative channel. His vision to create the company equipped with technology which could give access to clients to transact through mobile application at any point of time with great ease. Client’s financial satisfaction and security are his mantra to achieve success in the industry. | |
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KOMAL RATHI |
| A financial planner with overall experience in investment management, Sales, Marketing, investment solutions to investors. She has played a vital role in expanding the market of Equity & Mutual Funds for RATHI INVESTMENT. Handling clients in retail, HNIs and Ultra HNIs. Her motto of providing investment solutions to clients depending up on their needs with developing and maintaining long term relationships with new as well as existing clients. | |
