Our Modus Operandi
Investment Research
In order to deliver top-notch services, we carry out extensive investment research on fund houses and their schemes. We also closely examine intangibles such as investment philosophy and management quality of the asset management companies.
Risk Profiling
At Rachit Financial Services, we regard risk profiling as an enigma, and one of the cornerstones of our profession. We identify each client’s unique financial personality, life stage, and risk horizon to make informed investment choices.
Fund Analysis
Our analysts use several tools to judge the performance of mutual fund schemes. Each scheme’s risk-return profile, sector weights, diversification strategy, and consistency in performance is monitored closely before making decisions.
Fund Allocation
Once we understand your financial needs, we allocate funds into various mutual fund schemes tailored to your investment goals, regularly monitoring and adjusting the portfolio to reflect market conditions and your life changes.
Portfolio Construction
We design portfolios aligned with your financial personality and objectives, treating each portfolio with utmost care and ensuring that it is customized to meet your needs, beyond just data and statistics.
Portfolio Review
We review your portfolio regularly to ensure it is in line with your evolving financial needs. We stay in touch to make adjustments as your life situation or the financial market changes.
Rebalancing Portfolio
To maximize your returns while minimizing risk, we rebalance your portfolio whenever market conditions change or when your financial goals evolve, ensuring that your investment journey stays on track.
Investment Research
In order to deliver top-notch services, we carry out extensive investment research on fund houses and their schemes. We also closely examine intangibles such as investment philosophy and management quality of the asset management companies.
Risk Profiling
At Rachit Financial Services, we regard risk profiling as an enigma, and one of the cornerstones of our profession. We identify each client’s unique financial personality, life stage, and risk horizon to make informed investment choices.
Fund Analysis
Our analysts use several tools to judge the performance of mutual fund schemes. Each scheme’s risk-return profile, sector weights, diversification strategy, and consistency in performance is monitored closely before making decisions.
Fund Allocation
Once we understand your financial needs, we allocate funds into various mutual fund schemes tailored to your investment goals, regularly monitoring and adjusting the portfolio to reflect market conditions and your life changes.
Portfolio Construction
We design portfolios aligned with your financial personality and objectives, treating each portfolio with utmost care and ensuring that it is customized to meet your needs, beyond just data and statistics.
Portfolio Review
We review your portfolio regularly to ensure it is in line with your evolving financial needs. We stay in touch to make adjustments as your life situation or the financial market changes.
Rebalancing Portfolio
To maximize your returns while minimizing risk, we rebalance your portfolio whenever market conditions change or when your financial goals evolve, ensuring that your investment journey stays on track.