COMPANY PROFILE

AMFI-Registered Mutual Fund Distributor

Page Title

Home / COMPANY PROFILE

COMPANY PROFILE

Financial Investment Services is a comprehensive financial investment firm established to help our clients build wealth. Our clients receive assistance only after we are fully aware of the client`s goals and objectives. Our recommendations are designed to be long-term solutions, not just short-term fixes. Our investment philosophy is based on our belief that the most important decision an investor can make is not which investment to buy, but rather, how assets should be allocated based upon the investor's attitudes, objectives, circumstances and risk-taking capacity.

Our Head Office in Jhotwara, Jaipur, India, works with 11 dedicated professionals. Today RWC Financial Services Pvt Ltd . is one of the fast-growing investments & Insurance distributors of financial products and services in India. Established in the year 2011 We Endeavour to become the most trusted & respectable financial solutions provider in India by serving our customers thru various insurance & financial products (Mutual Fund & Fixed Deposits) & services and recently we add in our product basket one more segment which is Home Loan and Other’s Loan. Our clients are located in All over India and have more than 1800 satisfied investors from across the sections of society (retail, HNI & Institutional).

A TYPICAL FINANCIAL INVESTMENT CLIENT RECEIVES THE FOLLOWING SERVICES:

  • A review of the client`s present financial situation.

  • Assistance in defining financial goals in the areas of personal income management; risk management; and educational, retirement, estate, tax, and Investment Services.

  • A computer-based analysis of the client`s present situation in each area.

  • General and specific recommendations made to the client to help accomplish the client`s goals and priorities.

  • A Total Investment Report.

An alternative to the Total Financial investment Report is also available. Individual questions dealing with retirement Solutions, education costs, investments, and insurance can be answered on a case by case basis.

OUR MISSION

To provide the investment services in such a way so that it can generate maximum advantage to our investors. We consider respect, trust, and integrity to be essential & practice honest, ethical behavior in all our dealings.

OUR VISION

To lead the wealth management units by providing investment solutions & hence making investors achieve their financial goals.