Retirement Planning in 2025: Smart Investment Moves for a Secure Future
Planning for retirement is no longer just about saving money it’s…
Smart Financial Planning for a Confident Tomorrow
Tailored investment strategies, built for your goals.
We Know Finance Better
Trusted expertise, tailored strategies.With years of experience in financial planning and investment advisory, we deliver insights that help you grow and protect your wealth confidently.
One stop financial Solution
Access all your financial needs planning, investing, and advisory in one seamless platform.
Industry Experience
Leverage insights from seasoned experts with years of experience across financial markets.
Track & Invest online
Monitor your portfolio and make investments anytime, anywhere with our secure digital tools.
End To End Support.
From onboarding to goal achievement, we provide continuous guidance at every step.
Step by Step Projects
“Discover our journey, step by step. Watch this video to see how we bring ideas to life with precision, planning, and expertise.
Giving you Financial Power
Financial Planning
Customized strategies to manage your finances and meet life goals.
Mutual Fund Investment
Diversified investment options tailored to your risk profile.
Tax Planning
Smart solutions to minimize taxes and maximize savings.
Retirement Planning
Secure your future with a steady and stress-free income plan.
Insurance Solutions
Comprehensive coverage to protect you and your loved ones.
Real Estate Investments Trust Planning ( REITS )
Invest in Premium Real Estate Assets with lower entry costs and regular income potential
Our Performance Highlights
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Reviews From Our Clients
Raka Wealth has transformed the way I look at financial planning. Roshan’s clear guidance and strategic approach have given me the confidence to make informed investment decisions. I truly value the transparency and professionalism they bring to the table.
The team at Raka Wealth understands client needs at a deeper level. Their customized solutions and consistent follow-ups have helped me stay on track with my long-term financial goals. It’s a partnership I can always rely on.
From wealth creation to protection, Raka Wealth has been a trusted partner in my financial journey. Their advice is always well-researched, practical, and tailored to my situation. I highly recommend their services to anyone looking for a reliable financial advisor.
From wealth creation to protection, Raka Wealth has been a trusted partner in my financial journey. Their advice is always well-researched, practical, and tailored to my situation. I highly recommend their services to anyone looking for a reliable financial advisor.
I appreciate the personal attention and clarity Raka Wealth provides. Every discussion is insightful, and every plan is designed with my best interests in mind. Their professionalism and integrity set them apart in the industry.
Articles From Raka Wealth
“The Rise of Green Finance: Best Sustainable Investment Opportunities in 2025”
Introduction The world of investing is changing. In 2025, investors are…
“Smart Tax Planning Strategies for Indian Investors in FY 2025–26”
Introduction The start of a new financial year always brings new…
Frequently Asked Question's
We are a Wealth Management company which provides personalized financial solutions to meet your long-term and short-term goals.
We offer a range of financial products and services, including Mutual Funds, Portfolio Management Services (PMS), Equity Broking, Peer-to-Peer Lending (P2P), Alternative Investment Funds (AIFs), Bonds & Fixed Deposits and Insurance.
You can get started by filling out the contact form on our website, calling us, or visiting our office. Our experts will guide you based on your requirements.
Yes, most of our services can be availed online, and we provide dedicated support for seamless digital transactions.
You can reach us via email, phone, or by visiting our office. Details are available on our Contact Us page.
Our head office is at Nashik.
Absolutely! Our expert team offers personalized investment solutions based on your risk appetite, financial goals, and investment horizon.
Yes, we are registered with AMFI as Mutual Fund Distributor and adhere to all regulatory guidelines.
We believe in transparency and building trust with our clients. That's why we want to assure you that there are absolutely no hidden charges for using our services.
We have our mobile application and web version which allows you to track investments, access reports, and manage transactions seamlessly.
Yes! Raka Wealth offers investment services to NRIs.
Our Partners
