We Represent Customer, Not the Company..

Better Solutions For Your Financial Needs.. We are the Team of Professional, Certified Financial Planner.

About Us

Rajesh Gupta

Certified Financial Planner (CFP) & FS, CS, MDI, PG

Rajesh Gupta is a SEBI Registered Investment Advisor, a Certified Financial Planner & a Qualified Personal Finance Professional.

She is a member of Team Advey. Team Advey is associated member of LIC of India with 100 Professional partners. From last 30 year we are assisting 50,000 families to fulfil their Financial Dream in guaranteed way.

At present we are managing the Risk cover of more than Rs.6000 Crore. We are providing need base Solution through financial planning.

Our organization is made up of young, expert, and dynamic team members, who are ready to provide efficient services.

Our Services

We are authorized Personal Financial Planner and Wealth manager.

We Provides Customized Investment and Insurance services to the peoples for achieving their long term goals, medium term goals and short term goals.

We connected many families to secured their life in various term like Retirement Planning, Child’s Education / Marriage Planning, Protection of life from uncertain Events etc.

Health Insurance

Family Health Protection, Cancer Cover, Disability, Critical illness.

Child Education

Child Education Planning, Child Career Startup Planning, Daughter Marriage Planning

Life Insurance

All Services related to LIC Life Time Income Funds

Business Insurance

Business Countinuation, Partnership Insurance, Employer Employee Scheme, Group Term & Health Insurance, Non-Attachable Trust, Pension Planning For Directors ∓ Employees

Mutual Funds

Secondary Market Instrument, Debenture & Gold Bond, Updation & Change of kyc details in any AMC

Personal Loan

Get personal loans of up to Rs.40 lakh and above at attractive rates starting at 10.15% p.a. with flexible tenures of up to 6 years. The process to apply

Retirement Plan

Retirement Planning, Tax Free Pension Planning, Early Age Pension Planning.

Home Loan

Get Instant Home Loan EMI Quotes Complete the loan process online.

Call To Action

If You have any query, please connect with our team. We are here to help you.

Email:raahfinserv@gmail.ocm

Gallery

Awards

Testimonials

Dharmendra Singh Business Man

He is a Corporate Professional and i wanna really acknowledge for helping me in planning my Financial portfolio Personal financial planning of an individual is extremely result oriented and i have personally experienced this. Thank you Rajesh ji for everything!

Praveen Gupta Private Company

The service and investment advice provide by Rajesh Gupta Ji is extraordinary. I like their confident and customer friendly attitude with a door step service approach.

Rahul Kumar Corporate Employee

He is a very Trustworthy, Knowledgeable & Professional. He is not only a Certified Financial Planner but also she is a very helpful, Honest about Personal Finance..