2017
A personal wealth operating system
A more thoughtful way to grow your wealth.
Helping individuals and families achieve their financial goals through personalized mutual fund investments, goal-based planning, and trusted wealth management.
Upload your CAS securely and get portfolio insights in seconds.
AMFI-registered MFD · ARN-161494256-bit TLS · ISO 27001 certifiedNo fee from you · AMC pays standard commission
Illustrative
Sample portfolio value
₹ 48,72,540
+ ₹ 4,82,310 · 11.0%this year
XIRR
14.8%
Active SIPs
7
Goal health
82
Retirement at 55
72% on track
SIP step-up calculator
A ₹5,000 step-up on a 20Y goal can shorten the timeline by ~14 months. Try the math →
Trusted across Delhi NCR
₹ 155 Cr
Assets under management
3500+
Investors served
4.8/5
Rating
30 yrs
In wealth management
Begin anywhere
Six places to build what matters.
No account required. Explore, assess and discover what fits your life. Your wealth partner steps in only when you are ready.
2 minutes
Discover your
investor personality
A short reflection to understand your risk appetite and ideal allocation.
Goal planner
Plan your
financial goals
Retirement, your child's future or a new home. See what it really takes.
Free analysis
CAS upload
Analyse your
existing portfolio
Upload your CAMS or KFintech statement for an instant health report. Encrypted in transit, deleted on request.
By RBK INVESTMENTS
Start your
investment journey
Take the first step towards growing your wealth
Up to 9.5% p.a.
Compare
fixed deposit rates
Bank and corporate FDs side-by-side, with senior citizen and monthly payouts.
Free
Talk to a partner
Book a free
consultation
Sit down with a RBK INVESTMENTS partner to map your goals, risk and next steps. No obligation.
Goal planning
Every investment with intention.
Use our calculators to translate your goals into clear numbers, adjusted for inflation and time horizon. Illustrations only; not investment advice.
- Inflation-adjusted projectionsSee tomorrow's price tag in today's terms.
- Scenario calculatorsIllustrative outcomes across market assumptions, for education rather than advice.
- Periodic reviews with your partnerA Partner Name partner walks you through progress on your schedule.
Illustrative example
Retirement
Comfortable retirement at 58
18 years remaining · ₹ 75,000/mo lifestyle
29%
on track
₹ 87 L investedTarget ₹ 3 Cr
Child education
Riya's higher studies
20 years · Masters in Ireland
27%
on track
₹ 1.35 L investedTarget ₹ 5 Cr
House purchase
Dream home in Jaipur
5 years · 3 BHK · ₹ 1 Cr
20%
on track
₹ 20 L investedTarget ₹ 1 Cr
Take the next step
Start your investment.
Whether you're moving out of an underperforming fund, catching a new opportunity, or building a habit — here's where to begin.
Switch
Upgrade your existing funds
- WhiteOak Capital Mid Cap Fund - Regular Plan
- Baroda BNP Paribas Banking and Financial Services Fund - Regular Plan
- Invesco India Multicap Fund - Regular Plan
NFO
Get in at the ground floor
New Fund Offers open a fresh investment theme before it's priced in. Reserve your allotment during the subscription window.
View open NFOsStart your SIP
Build the habit that compounds
Automate a fixed monthly amount into a basket matched to your goal and risk appetite — and let time do the heavy lifting.
Start a SIP
Mohit Bharani
Founder · MBA- Finance & Marketing
We listen first, then plan with you for the long term.
340+
Families served
₹ 155 Cr
AUM distributed
4.9
Avg rating
AMFI · ARN-161494
A partner, not an algorithm
Wealth is personal.
Your journey should be too.
A Legacy Built on Trust: More than three decades of experience and relationships form the foundation of our approach, carrying forward the values and trust established by our founder. Relationship First, Product Second: We focus on understanding each client's life, goals, and aspirations before recommending financial solutions�putting people before products. Personalised Wealth Guidance: Every family has a different financial journey. Our approach is tailored to individual goals, risk profiles,
Chat anytime
Direct line on WhatsApp & email
Video reviews
Quarterly portfolio walkthroughs
Tax-efficient selection
ELSS, ELSS step-ups, capital-gains aware switches
Long-horizon planning
SIPs and goals across multiple life stages
Our story
Three decades of helping families
turn savings into wealth.
My father spent over three decades building a mutual fund business founded on trust, discipline, and long-term relationships. Driven by his example and the legacy he created, I founded this firm to take that journey forward combining his timeless values with a modern approach to wealth management, with the purpose of creating enduring financial value for every family we serve.
1996
Founded in Jaipur
3500+
Families served
₹ 155 Cr
AUM distributed
20 yrs
Average client tenure 7+
What we stand for
Suitability before sales
We help you choose schemes that fit your goals and risk — not the ones that pay us most.
Total transparency
Clear disclosures, jargon-free reviews and no surprises.
Built for the long run
We plan in decades and stay your partner through every market cycle.
“We measure ourselves by one thing: whether a family is closer to their goals than they were last year.”
Mohit Bharani
Founder · MBA- Finance & Marketing
Recognition
Trusted by families, recognised by the industry.
A few moments we are proud of. We work for outcomes, not trophies — but it is nice to be noticed.
ICICI Prudential Mutual fund
2010-11
HDFC Mutual Fund
Mahindra Manualife Business Cycle Fund NFO
Axis Mutual Fund
ICICI Prudential Mutual Fund
Baroda BNP Paribas
HDFC Mutual Fund
RBK INVESTMENTS on mobile
Your whole portfolio,
in your pocket.
Track every fund, start or pause SIPs, review goal progress and chat with your wealth partner — all from one secure app. Built for India, with UPI autopay and instant statements.
Biometric login
UPI autopay
Smart alerts
4.8 average
Good evening
Anjali
Total portfolio
₹ 18,42,650
+14.2% all time
Funds
Goals
Chat
Retirement68%
Child education41%
Start in 2 minutes
Your wealth journey
begins with a single, honest question.
What do you really want from your money? Take our investor personality assessment. No email required to start.
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