FAQs
About Rushil Financial Services
Rushil Financial Services is a boutique firm with over 25 years of experience in facilitating investments and insurance services. We focus on providing seamless access to financial products while ensuring trust, transparency, and long-term value for our clients.
We assist a wide range of clients, including:
- High Net-Worth Individuals (HNIs) & Ultra HNIs looking to build and preserve wealth.
- Retail Investors seeking structured investment and insurance opportunities.
- Business Owners & Corporates looking to optimizing surplus funds and risk coverage.
- NRIs & Foreign Investors interested in accessing India’s financial markets.
Investments
Yes! We facilitate access to a variety of investment options, including:
- Mutual Funds – Choose from equity, debt, or hybrid funds.
- Corporate Fixed Deposit – Seamless trading via NSE & BSE.
- Bonds – Government, Corporate, and Tax-Free Bonds.
- Portfolio Management Services (PMS) – Professionally managed portfolios.
- Alternative Investment Funds (AIFs) – Venture capital, private equity, and more.
- Stocks – We are a sub-broker and execute trades on your behalf on the NSE & BSE.
No, Rushil Financial Services is not a financial advisor and does not provide investment recommendations. We are a distributor of financial products that enables access to various investment options. Investors should conduct their own research or consult a SEBI-registered investment advisor before making financial decisions.
We provide a mobile app and website portal where you can view your investment portfolio anytime. Additionally, we send monthly or on-demand reports so you can stay updated on your investments.
A Systematic Investment Plan (SIP) allows you to invest small amounts regularly instead of a lump sum. Benefits include:
✅ Rupee Cost Averaging – Reduces the impact of market fluctuations.
✅ Power of Compounding – Small investments grow significantly over time.
✅ Financial Discipline – Encourages consistent wealth-building habits.
Our team conducts periodic reviews to help ensure your investments align with changing market conditions and your personal goals.
All investments facilitated through RFS are made via regulated financial institutions, ensuring compliance and security. However, investments are subject to market risks, and past performance does not guarantee future results. We encourage investors to assess their risk appetite before making decisions.
Insurance Services
We facilitate a range of Life Insurance and General Insurance Services, including:
- Life Insurance – Term plans, savings plans, and ULIPs.
- Health Insurance – Individual, family, and corporate health plans.
- Property Insurance – Safeguard your home, office, or commercial space.
- Group Insurance – Coverage for businesses, managment and employee benefits.
- Travel Insurance – Protection against unforeseen travel mishaps.
- Car insurance – Protect your car from any unforeseen accidents.
We help you select and obtain the right policy, manage paperwork, and provide ongoing assistance, including seamless claim settlement services.
Yes, we assist with policy portability and top-ups, ensuring you get the most suitable coverage for your needs.
Yes! We take care of the entire claims process for you.
Getting Started
It’s simple! Just contact us through our website, email, or phone. Our team will assist you with onboarding, documentation, and account setup to help you get started seamlessly.
Yes! You can make/track investments, access insurance details, and stay updated through our digital platform, available via mobile app and website.
The client is not charged any advisory fee; instead, we earn a share of the fee from the product providers, with charges varying based on the products and services you opt for.
Commissions received through Mutual Funds are disclosed below on our website.
Regulatory & Compliance
Yes, we are an AMFI-registered mutual fund distributor and IRDA registered insurance agent.
ARN-10836 EUIN-E020414
Initial registration : 01-10-2003
Current Validity of ARN-17-02-2026
We do not provide tax advice, but we assist in ensuring that your investments align with tax regulations. We recommend consulting a tax professional for specific queries.
Additional Services
Yes, we assist in drafting legally valid Wills, ensuring your wealth is transferred as per your wishes while minimizing legal complications.
Yes! We help NRIs and foreign investors navigate India’s investment landscape, including mutual funds, bonds, and alternative investments, while ensuring compliance with regulations.
📍 Office: 609, Raheja Chambers, Free Press Journal Marg, Nariman Point, Mumbai 400021
📞 Phone: 022-66102911/12
📧 Email: contact@rushilfinancial.com