As the founder of Rishabh Finvest, a wealth management and financial product distribution business, I am committed to helping clients achieve their financial goals with a tailored approach. Rishabh Finvest offers a comprehensive range of financial solutions, including PMS, AIF, mutual funds, bonds, direct equity, and other fixed-income products. Aligned with our core philosophy, ‘Let’s Grow Together,’ we focus on fostering growth and financial security for our clients. Leveraging years of expertise, I aim to empower clients to make informed financial decisions in an ever-evolving landscape.”
Practice at a glance
15
Years of Experience
1200
Families Served
₹100
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals
Language Spoken:Hindi
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
Education
Formal Education
BCom – Bachelor of Commerce, Post Graduate Degree (Any Field), MBA – Master of Business Administration