Our client first approach is centered on the principal that our clients' needs always take priority and that we continually exercise loyalty
Make and monitor your investments in just a few clicks. No more paper work.
Customization at its core allows an investor's portfolio to be managed consistent with their specific rules, exclusions, or tax situations.
256-bit SSL Encryption. Your investments go directly from your bank to the mutual fund.
Delivery & Collection of documents at your doorstep.
Orders routed through Bombay Stock Exchange in real time. Secure delivery and fulfilment
RedCoral Finserv is the one who works hard to convert your Savings into Wealth. We believe that everyone should consider Investment as their Second Source of Income, which gradually over the years will support us.
We in the first meeting sit to assess your current Income , Expenses, Investments , Savings , existing cover and Other Asset & Liabilities to fully Understand your Current Financial standing.
We would assess your risk appetite, your short & long term financial goals , objectives you have for protection, Investments , life milestone and challenges in Life , Retirement and Estate Planning.
Following our analysis , assessment and evaluation we deliver a unique and personal financial plan that bridges the gap between what you have and where do you want to be in terms of your financial goals.
Once our proposed financial plan is agreed upon , we execute, constantly review and make adjustments as and when required.
Mutual Funds are often misunderstood as a complex investment vehicle. However, in reality, they are pretty simple in their investment philosophy and offer
Know MoreA financial service is the road map for your financial life. It covers major financial areas of your life addressing aspects such as cash flow
Know MoreGoal-based investments also brings in focus how important it is to start investing early to achieve a particular goal.
Know MoreIn current modern world, we can get loan for everything except for retirement, bank will never say please take money and live your retired life peacefully.
Know MoreAs human beings, there are hardly any stronger aspirations than providing the best of everything for your children.
Know MoreIn today’s world, more or less everyone is considering to take loans any of the various types available. There are various situations when opting for loan is a suitable
Know MoreRedCoral Finserv will assist you to figure out the various options one should opt to save taxes possible under Income tax guidelines.
Know MorePortfolio management services are meant for high net worth individuals or institutions who want a personalized management of their finances.
Know MoreFixed Deposit aka term deposit is an instrument by which one can deposit his/her savings for a prescribed period of time with a bank.
Know MoreJogesh Sharma
Rajnish and I have known each other since 10 years. He understands your investment needs, is bold enough to put forth his thoughts and is consistently on top of your investments. While not churning often he has ensured we move out of underperforming funds and adding to high performers. Together we have seen through good and bad market times and have been making consistent and above market gains.
Paras Mishra
I am associated with Rajnish (RedCoralFinserv) since last three years and our journey graduated from professional relationship to friendship. We have seen multiple ups and down in market and Rajnish is always there with his expert opinion with rational guide us to take right investment decisions. Rajnish allows us to take maximum risk while ensuring no to limited loss to capital. He is now an integral part of my decision making and my financial journey is very satisfying with him.
Rohan Khale
I started investing with Rajnish way back in 2017. He came highly recommended by some of my very close friends & I thought I’d give it a shot. The clarity of thought that Rajnish had regarding not only growth , but more importantly risk management & managing un-expected expenses is remarkable. He not only convinced me to stay invested during the covid crash but pick the right funds to invest new investment & has currently helped me achieve my 1st Milestone.
He has also been instrumental in ensuring that I have bought the appropriate Health / Life insurance.
I have complete faith in Rajnish & his ability to grow my money at an astounding rate.
Rajnish Dubey
Rajnish and I are associated for about four years now. While advising, he listens to all the ask and then advice keeping all angles in mind which is going to help the client. I have not seeing or observed ever that he keeps his agenda or benefit before client. He is a great person and an excellent advisor. Highly recommend to meet and talk to him.
Manoj Pandey
I have known Rajnish for more than 4 years now and he is one of the best financial advisor that I have come across. Client interest is his first priority over his personal gain which is extremely important these days. When you trust a person with your hard earned money you want to ensure that it’s deployed to maximize the returns for you!! Beyond his excellent knowledge about the financial matters he is very affable person won’t work with.
Aniruddh Katkar
My experience with Rajnish Tripathi has been exceptional. He is open, honest and expert in financial analysis, suggest practical approach for investments. He is always available for clarification of any questions, help and guidance even for the other areas like Insurance etc. I wish him all the best for his new venture.
Arnab Bhattacharyya
I have been associated with Rajnish for over 5 years now and this experience has been nothing short of fantastic. Rajnish comes across as someone who is very disciplined with the funds, keeps an eagle eye on the market and has an astute knowledge of the funds where he invests. His systematic approach to investment is something that I appreciate the most; he creates a detailed plan based on the need, follows it up every quarter and ensures to communicate the details of earnings. His approach is more friendly yet professional which gives a person confidence that his funds are in safe hands.