Logo
Logo
Logo
Search By Categories
By Needs
  • Loading...
By Products
  • Loading...
By Specializations
  • Coming soon
Professionals Get ListedDownload Free Guidebook
Get Financial Wellbeing Check-Up
Logo
Logo
Ruchika Verma | Real Value Enterprises Private Limited | New DelhiRuchika Verma | Real Value Enterprises Private Limited | New Delhi

Ruchika Verma

Real Value Enterprises Private Limited•New Delhi,DL
106, 1st Floor, DDA Market, Near C.A. Apartments, Paschim Vihar, New De;lhi ,
New Delhi, DL, 110063
106, 1st Floor, DDA Market, Near C.A. Apartments, Paschim Vihar, New De;lhi , New Delhi, DL, 110063
View LinkedinView Website
LinkedIn
About

Ruchika Verma is the Co-Founder and Director of Real Value Enterprises Private Limited, a mutual fund distribution firm. She is also a CERTIFIED FINANCIAL PLANNER®️ certificant. In her role, she is actively involved in building structured and disciplined investment processes and helps clients align their investments with long-term financial goals by reducing market noise and addressing behavioural biases. Known for her clear communication and ethical approach, she regularly engages in initiatives aimed at improving financial literacy and informed participation in mutual funds. Her contribution to the field of personal finance has been recognized by industry platforms.

Practice at a glance

30
Years of Experience
1000
Families Served
₹221
Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Salaried Executives, Government Staff
Language Spoken:Hindi, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination

Can help you to

Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Ruchika Verma.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint