Services
Giving you Financial Power
Financial Planning
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Investment Planning
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Retirement Planning
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Insurance Service
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Taxes Planning
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Business Planning
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Mutual Funds (MF)
Mutual Funds provide an effective way to grow your wealth through diversification across equities, debt, and hybrid schemes. At Raka Wealth, we help you choose the right funds based on your risk profile, time horizon, and financial goals.
Portfolio Management Services (PMS)
PMS offers personalized and professionally managed investment portfolios for high-net-worth individuals. With active monitoring and expert strategies, we aim to maximize returns while managing risk effectively.
Loan Against
Mutual Fund (LAS)
Need quick liquidity without disturbing your investments? Loan Against Mutual Funds allows you to borrow against your holdings at competitive rates, while your investments continue to generate returns.
National Pension
Scheme (NPS)
NPS is a government-backed retirement plan that combines tax benefits with disciplined long-term savings. It ensures financial independence post-retirement by building a secure pension corpus.
Bonds & Fixed Deposits
(Bonds & FDs)
Bonds and FDs are trusted options for investors seeking stability and assured returns. They help preserve capital while generating steady income, making them a reliable part of any portfolio.
Equity & Exchange
Traded Funds (ETFs)
Equities and ETFs offer market-linked growth opportunities for wealth creation. We guide you in selecting quality stocks and ETFs to benefit from long-term appreciation and portfolio diversification.
Real estate investment trust planning (REITs)
REITs allow you to invest in income-generating real estate projects without owning physical property. They provide regular dividends and diversification benefits, making real estate more accessible.
Insurance- ( Health , Term (Life) , Motor (vehicle)
Insurance safeguards you and your family against unexpected financial risks. From health and life protection to motor insurance, we provide customized plans to ensure complete peace of mind.
