Your Financial Partner for Investments & Insurance
For over 25 years, we've helped individuals, families, and businesses navigate financial and insurance complexities with confidence. Whether you're investing for the first time, optimizing your portfolio or protecting what matters most, we’ve got you covered.
We enable you to build robust wealth plans, offer bespoke investment opportunities, estate planning, and services for preserving and growing your legacy. We also provide life and general insurance services to wholistically fulfil your needs.
We act as trusted service providers to family offices, helping consolidate and grow multi-generational wealth with tailored portfolios, estate planning, risk management, investment opportunities and insurance services.
From managing surplus funds, working capital and optimizing corporate investments to key-man insurance, group insurance and employee benefit plans, we provide strategic investment and insurance services for companies of all sizes.
We help individuals and families create actionable plans for life’s key milestones, offering investment options for life’s different goals. We also provide retail investors suitable insurance plans for a secure future.
We provide tailored services for foreign entities and individuals seeking exposure to India's growing markets. With the advent of GIFT City , foreign investors now have a streamlined and tax-efficient gateway to invest in India. Our services include comprehensive support on regulatory compliance, risk management, and leveraging the unique opportunities offered in India to foreigners for diversification.
Reason to Choose us - The Four Pillars of Our Success
We prioritise trust, long-term wealth creation, and personalized financial services. Our commitment to transparency and relationship-building ensures that our clients feel secure, valued, and empowered in their financial journey.
01 01
Trust and Transparency
We are forthright with our clients and their interests come first. This has earned us substantial goodwill over the years.
02 02
Long term wealth generation
We stay away from market speculation and focus on long term wealth creation.
03 03
One size does not fit all
We offer personalized services for your specific needs and do not function on model portfolios.
04 04
Building relationships along with wealth
Client satisfaction and comfort is key to us. We go the extra mile to ensure our clients feel secure and stress free when it comes to their finances and insurance.
Testimonials
The team at Rushil Financial Services is exceptional. Their in-depth market knowledge and financial services have greatly benefited me and our company. We appreciate their professionalism and the impressive returns on our investments.
Anil Kumar Jain
Executive Chairman, Indo Count Industries Ltd.
Rushil Financial Services has consistently exceeded our expectations. The personalized service by Sanjiv and attention to detail is commendable and has been very beneficial to my personal and company finances. We value their partnership and the excellent service they provide.
Vikram Tannan
Founder and Director, Geltec Pvt. Ltd.
Rushil Financial Services demonstrated outstanding proficiency in managing our insurance claim for the fire that engulfed our factory. Their team exhibited remarkable professionalism and empathy throughout the entire process, guiding us meticulously and ensuring every detail was handled with care. They navigated complex negotiations with the insurer swiftly and effectively, securing our claim amount that enabled us to swiftly rebuild and resume operations. Rushil Financial Services proved to be invaluable partners during our crisis. I highly recommend their services to anyone seeking dedicated and capable insurance services.
Anil Seth
Chairman and Managing
Director, Radium Creation Ltd.
Rushil Financial Services has been a game-changer for our financial planning and insurance services. Their personalized approach and comprehensive service have significantly enhanced Encardio’s investment portfolio and given us hassle free insurance services. We are thrilled with the results and the peace of mind they provide. My family investments and insurance are also handled by them
Arushi Gujral Bhalla
Managing Director at Encardio Rite Group
Rushil Financial Services has been instrumental in securing
our group insurance needs with efficiency and expertise.
Their team demonstrated a deep understanding of our
requirements, offering tailored solutions that perfectly fit
our company's objectives. Their proactive approach and
clear communication throughout the process ensured a
seamless experience.
Bimal Mehta
Director, Vakils and Sons Pvt.
Ltd.
My dear Parnika, how do I thank you for your incredibly kind and prompt help throughout the past 2 weeks. You answered every call I made, handheld me (virtually) through the hospital and TPA processes at all times. You are indeed, a very special, humane human being ! Much love and gratitude
Mala Dayal Shah
Cathedral and John Conon
School, Alumni coordinato
Rushil Financial Services offers me unparalleled financial guidance and support for my own and my family’s finances. Their attention to detail and proactive approach have been instrumental in my financial success. I recommend their services to anyone looking for reliable and trustworthy financial management.
Anandbir Brar
CEO, Excelra
As a start-up founder with a hectic schedule, RFS has always been available at my convenience. They've helped me understand SIPs, compounding, and market cycles while helping me build a tailored long-term strategy. Their personalized service and support have been invaluable. I’m extremely happy with the returns.
Aleena Gandhi
Founder of Social Media Dissect and Podcast Host
I began my investment journey with a bank, but poor performance and lack of service led me to switch to Rushil Financial Services. At RFS, I received personalized attention, a well-structured portfolio aligned with my goals, and steady growth that consistently outperformed benchmarks. Investing has since been stress-free and seamless. Thanks to their exceptional service, my family has also entrusted RFS with their portfolios.
Pranay Chitale
Founding Partner Chitale Verma & Associates
Awards
Investment Process
Evaluating Your Needs and Assessing Your Risk Profile
We start by understanding your financial situation, investment horizon, and risk tolerance to ensure your portfolio aligns with your comfort level and long-term objectives.
Helping You Define Your Goals
Whether you’re planning for wealth creation, retirement, education, marriage, your dream home or other financial milestones, we work closely with you to establish clear investment goals.
Delivering Timely Updates on Your Investments
We have an mobile app and website through which you can readily access your investments. We also keep you informed with monthly or on demand performance reports and portfolio updates so you can track your investments and stay confident in your financial decisions.
Providing Tailored Assistance to Design a Unique Investment Plan
Based on your risk appetite and financial aspirations, we assist you to create your own personalized investment strategy that optimally balances risk and return while incorporating diversification.
Offering Step-by-Step Guidance in Implementing and Executing the Plan
We guide you from end to end through every step of the execution process, ensuring seamless and informed decision-making.
Conducting Periodic Reviews and Adjusting Strategies as Needed
As market conditions and personal financial situations evolve, we conduct periodic reviews to ensure your investment plan remains aligned with your goals.
