advisory
Financial Planning Solution
Achieve your life’s most important goals confidently and feel proud.
Advisory
Credible Advisory Services that best suits the Clients' needs. These services has been sub
divided into:
- Smart Basket: Investment in Basket is a Key to Success
- Wills and Trust: Strategic planning and managing of wealth transition.
- Forex Advisory: Professional assistance provided in Forex risk management
We are a Mumbai based financial service and reliable stock advising company offering a wide
range of products and services in Stocks and Securities Trading, Investment Advisory and
Wealth Management.
A keen focus on innovation and deep expertise in financial markets are the hallmark of our
value proposition. We offer investment advisory services in Equities, Commodities, Currencies
and Mutual Funds. Our Depository Services, Margin Financing, Wealth Advisory and Portfolio
Management Services ensures that we act as a full service investment supermart and stock
market adviosrs in India for our clients.
We cater to all financial verticals and always put a strong emphasis on building and maintaining
relationships. Over the years, our seamless operations and integrity has ensured that
customers trust us to find the most suitable financial products for them. Our customized
advisory services, backed by highly structured research ideas help to find investments that fit
their profile. R B Capital & Wealth Management is financially sound and has a large dedicated
client base across various business segments.
We place a persistent focus on value for our clients so we can provide a professional wealth
management services. With an impressive track-record of several years, we are committed to
serve our customers with an ethical and transparent approach.
The path of investment shall become very easy and convenient if right resource is available
according to the particular needs and requirement in refined and suitable way. Every aspect of
R B Capital & Wealth Management is characterized by professionalism and high standard.
At R B Capital & Wealth Management , we take a different approach to financial counseling. Our
Short-term and long-term, solution-focused financial counseling allows us to focus on your
strengths and skills. We’ll help you do more of what works for you!
Imagine how you want your financial future to look! We know each client has a different
financial situation. R B Capital & Wealth Management tailors every session to our client’s
unique goals and needs.
Using our goal-oriented process, you will set targets and objectives to make your financial life
smoother. In collaboration with your personal financial counselor, you will come up with an
action plan and realistic next steps. Soon you will be on the right path to achieving your goals!
About Us
We are not doing something extraordinary; we are just helping you befriend your money. In today's world you need to map life goals to your money. Life Goals which begin with buying a bike, goes on till your Retirement planning as well; and everything that comes in between.
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Contact Us
7th Floor, Suite No. 7, Kalsaria Heights,
Upper Govind Nagar, Malad (East). Mumbai – 400097.
Maharashtra. India
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