In the recent times we all have come across hard reality of need for having an alternate source of income for achieving our aspirational goals of life. we ate RPI are making an effort to help common man with limited but regular capital investment to achieve such financial goals.
- To keep our client’s money protected at any cost
- To help our clients create wealth over a period of time
- To grow as the most Reliable and Trusted Brand.
Integrity
Integrity
We make sure each product or service you invest, we provide you with all the required technical information, thus making sure there are no future surprises and disappointments. We also make sure that we convey all approximate future returns with full clarity. We strongly believe in being fair and reasonable in all professional relationships.
Competency
Competency
Maintain the knowledge and skill necessary to provide professional services competently by attaining and maintaining an adequate level of knowledge and skill, and application of that knowledge and skill in providing services to clients.
Transparency
Transparency
We make sure each product or service you invest, we provide you with all the required technical information, thus making sure there are no future surprises and disappointments. We also make sure that we convey all approximate future returns with full clarity. We strongly believe in being fair and reasonable in all professional relationships.
Confidentiality
Confidentiality
Protect the confidentiality of all client information. Confidentiality means ensuring that information is accessible only to those authorized to have access. A relationship of trust and confidence with the client can only be built upon the understanding that the client’s information will remain confidential.
Professionalism
Professionalism
Professionalism requires behaving with dignity and courtesy to clients. We believe in working on retaining this quality throughout thus providing a completely professional and diligent service.
Focus
Focus
Whether big or small each client is equally important for us. We follow an unbiased client focus throughout the association. Our main focus is to study each portfolio thoroughly and only after knowing our client’s expectation and risk appetite we provide a personalized comprehensive investment plan. We aim to grow as a client-centric company.
Hiteksha Rahul Desai
Backoffice & Operations
Rahul D Desai
Fun Manager / Risk management
Nimesh N Narsana
Equity & Derivative Technical Analyst
Reasonable Fee Structure – When creating a financial plan and comparing your goals to your financial resources (i.e. retirement assets, liquid assets and retirement income such as a pension, interest or profits on investments and savings) one should get a probability of success, but along with that the biggest concern of each client is whether the fee based financial advisory service they are availing is reasonable or not. So here we provide assurance of a reasonable rate of returns. While we start working for you we provide you a list of all our charges in writing. We have made sure while working on our fee structure that our clients should not feel overcharged, instead should feel happy to pay for the services they are availing.
Have an unmatched record in protecting Capital – RPI is associated with several reputed clients and our unmatched record shows that none of our clients have ever experienced losses in their returns. We plan your portfolio only after knowing your risk appetite in such a manner that there remains a consistency in your returns throughout. We keep a close watch on the market situation so that we can guide you and make sure you face no losses in your returns.
Set Real-time expectations – As a financial planner or advisor, the first step before any type of investment is made is to educate the client. This is especially true when the client has had little exposure to investing. In fact, some clients may seek the services after they’ve heard of friends or family members reaping huge profits from a certain stock or other investment. Unfortunately, this type of client may not be aware of the risks involved, or the odds that are against them, in order to realize the same kind of gain. It is therefore imperative to provide clients with a realistic perspective and set real-time expectations based on historical market performance right from the start. Thus we make sure we understand our client’s risk appetite and then calculate the amount of risk that a client can emotionally take. We expect to grow to build your trust and we believe misleading you are simply moving towards the failure of our most important objective of client servicing.
- We possess complete understanding of every single exchange traded product.
- We have witnessed several tops and bottoms of market during the journey of 10 years.
- We apply technical analysis on fundamental string companies.
- We educate clients so that they can trade and invest independently over a period of time.
- Ready to serve each client irrespective of investment size.
- Have experience of large funds efficiently.
- Client profitability is our prime motto.
