Your Financial Health is Our Mission
With over 12 years of experience and a clientele of over 1,000 families across India & Worldwide, we are delivering expert, ethical, and truly personalized financial solutions.
On a Mission to make 10K families
financially literate
Why Financial Rakshak?
Just like a good doctor helps you stay healthy with the right diagnosis and ongoing care, we help you achieve financial health through a structured process. From understanding your current situation to planning your future, we give you a clear prescription tailored to your goals.
Trusted by 1000+ Clients. Here’s Why
Client Centric Approach
Your goals drive every recommendation.
No Hidden Agendas
We’re not product sellers. We’re problem solvers.
Simplified Financial Language
No jargon, just clarity.
Life-Stage Planning
Solutions tailored to your career stage, life goals, and family needs.
Licensed, Experienced, Ethical
Over 12 years of real-world financial experience.
Core Services: What We Do for You
We believe financial management should never be “one-size-fits-all.” Each family is different — so your financial roadmap should be too. That’s why we focus on four core areas:
Financial Journey
We help you take control of your entire financial life — from budgeting and saving to goal-based planning, risk analysis, and tax optimization.
Investment Goal Roadmaps
We help you grow your wealth systematically with carefully chosen investment strategies based on your goals, risk tolerance, and timelines.
Insurance Guidance
Protect your life, income, and health with smart, need-based insurance — not random policies. We recommend only what’s necessary for your risk coverage, not what earns us commissions.
Our Offerings
Aapka Financial Doctor — From Family Protection to Smart Investments, All in One Place.
Mutual Funds
We have all the mutual fund schemes on offer by virtually all the Asset Management Companies
Capital Market - Direct Equity, ETFs & Unlisted Share
We also offer our clients with NJ E-Wealth A/c services through one of the India's leading & highly
Fixed Income Products
We also offer clients with diverse fixed income products, namely Non-Convertible Debentures (NCDs)
Portfolio Management
We also offer clients with diverse fixed income products, namely Non-Convertible Debentures (NCDs)
Insurance
Experience quality risk advisory and management services with our insurance solutions
Open Your Demat A/c
Open demat account in less than 30 minutes
How We Work – The Rakshak 4-Step Method
Real People. Real Results.
Book a Consultation
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