At Financial Rakshak, we go beyond numbers — we take time to understand your financial needs and goals. As an AMFI-registered Mutual Fund Distributor, our focus is on helping individuals and families work towards building financial resilience, so they can manage today with confidence and prepare for tomorrow.
For over 12 years, we have been supporting salaried professionals, entrepreneurs, parents, and retirees across India in gaining clarity, structure, and better control over their personal finances.
Business Strategy
We simplify finance with practical strategies, clear information, and a personal touch — helping you work towards your financial goals with ease and confidence.
Our Vision
To become a valued partner in financial wellness across India, supporting households with ethical and personalized services.
Our Mission
To empower people from all walks of life to:
☑ Plan their goals with confidence
☑ Make informed investment decisions
☑ Prepare for retirement with dignity and independence
☑ Retire with dignity and independence
All through transparent, easy-to-understand, and practical financial guidance.
Why the Name "Financial Rakshak"?
Just like a doctor safeguards your health, a Rakshak protects your financial well-being. We work as partners in your financial journey, helping you:
Identify financial gaps or risks
Provide clear, neutral choices
Track and support financial fitness
Think of us as your lifelong financial wellness partner — not just a one-time service provider.
Our Core Values
We simplify finance with smart strategies, honest advice, and a personal touch
Clarity Over Complexity
We simplify finance with practical strategies, clear communication, and a personal touch.
Integrity Over Incentives
We focus on your needs, not on commissions or product pushes.
Partnership Over Transactions
We build long-term relationships, not one-time deals.
Education Over Pressure
We guide, coach, and explain — never push or hard-sell.
What We Specialize In
We offer 360° financial well-being solutions including:
Financial Goal Roadmaps
Investment Approach Support
Tax-Efficient Wealth Growth Strategies
Our Founder’s Message
In a world full of product-pushing sales and financial noise, I started Financial Rakshak to bring ethics, clarity, and personalized care back into financial decision-making. We treat your goals with the same seriousness as our own. We design, guide, and protect — so you can live fully, with greater financial confidence.
— Mr. Bikash Harlalka
Founder & Lead Financial Strategist
AMFI-Registered Mutual Fund Distributor
Latest Articles
THE ILLUSION OF DIVERSIFICATION: HOW TO BUILD A TRULY RESILIENT MUTUAL FUND PORTFOLIO
“Don’t put all your eggs in one basket” – every investor has heard this advice. For…
ROLE OF A MUTUAL FUND DISTRIBUTOR IN YOUR FINANCIAL WELL-BEING
When most investors think about mutual funds, the first things that come to mind are returns,…
Being Different with NJ ELSS Tax Saver Scheme
When it comes to investing, aggressive investors often lean toward Portfolio Management Services (PMS). It’s easy…
