The investment approach is structured, goal-oriented, and aligned with my long-term wealth objectives. Portfolio performance has been consistently monitored.”
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contact@rajeshfinserv.com
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MUTUAL FUNDS | INSURANCE
Kasaragadda Rajesh
ARN: 347049 EUIN: E6600779
AMFI Registered Mutual Fund Distributor
About Me
Your Trusted Partner in Mutual Fund Investments.
I am Rajesh, an AMFI Registered Mutual Fund Distributor, building tailored portfolios across Mutual Funds, NPS & Fixed Deposits to achieve client financial goals through strategic investments.
I hold Bachelors Engineering Degree and over two decades in the software industry, specialising in financial products. This unique blend of financial technology expertise and client-facing distribution allows me to offer well-rounded guidance for each client smarter way to manage mutual fund investments.
My expertise is designed to put you on the path to lasting financial well-being.
My Credentials
Our Services
Investment Solutions for Every Goal
Comprehensive financial products designed to help you achieve your dreams, from wealth creation to retirement security.
Diversified portfolio strategies across equity, debt, and hybrid funds tailored to your risk profile and financial goals.
- SIP & Lumpsum
- Tax-saving ELSS
- Goal-based Planning
Secure your retirement with tax-efficient pension planning. Build a substantial corpus for your golden years.
- Tax Benefits
- Flexible Contributions
- Pension Security
Stable returns with capital protection. Ideal for conservative investors seeking guaranteed income.
- Guaranteed Returns
- Flexible Tenure
- Senior Citizen Rates
Strategic Insurance (Health & Term) and Financial Solutions for Tax efficiency.
- Comprehensive insurance planning
- Health and term coverage
- Risk assessment and mitigation
Plan for Life's Important Moments
Whatever your financial goal, I'll help you create a personalized roadmap to achieve it.
Child's Education
Dream Home
Family Wedding
Retirement Planning
Why Choose Us
Your Trust is Our Greatest Asset
Partner with a dedicated Mutual Fund Distributor who puts your interests first and helps you navigate the path to financial freedom.
AMFI Registered
Authorized distributor with ARN-347049, ensuring compliance and credibility in all transactions.
Client-First Approach
Your financial goals are my priority. Personalized strategies designed around your unique needs.
Goal-Based Planning
From education to retirement, every investment plan is aligned with your life milestones.
Long-term Partnership
Building lasting relationships with continuous portfolio monitoring and timely rebalancing.
Proven Expertise
Years of experience in the Indian mutual fund market with a strong client satisfaction record.
Transparent Process
Clear communication, no hidden charges, and complete transparency in all recommendations.
Our Testimonial
What They Are Talking
About Us
Jyothi K (Director)
Sri Akshara Prime campus, APMutual fund investing was explained in a very simple way, which helped me start my investments confidently.
Shyam Maganti,
IT Consultant , USAMy investments are well-planned according to my income and goals. I am satisfied with the growth so far.”
Ajay Nelabhatla
(Managing Director, SITHA App)Clear communication, confidentiality, and professionalism have made the investment relationship highly reliable.”
Venkatesh,
Software Eng, CanadaI value the strategic asset allocation and disciplined review process that has helped manage risk while targeting growth
Sathya Prasad Peddapally
Director @ FounderslabThe customized portfolio strategy has helped optimize returns across different market cycles.
Amzad Khan,
Electrical Engineer , UAERegular updates and guidance have helped me stay invested even during market fluctuations.
Hanumanth Reddy
Assistant engineer in Govt Electricity , TSGet In Touch
Ready to Start Your Investment Journey?
Reach out today for a free consultation. Let's discuss your financial goals and create a personalized investment strategy.
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