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RKG Financial Planning and Investment Advisory was started by Rajesh Kumar Gupta in 2010.Rajesh is a Certified Financial Planner (CFP) by FPSB (Financial Planning Standard Board) India. Rajesh is rich with experience in Financial Planning.Rajesh has delivered several seminars on Investments, Financial Planning, Savings and Taxation for salaried in many companies. He has been advising and educating clients about the importance of financial planning, savings, starting early and investments since 200+ Read More

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Mutual Fund Distribution

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Mutual Funds have emerged as a biggest and most sought-after investment option in modern times. But with so many funds and schemes in the market, it has become mind-boggling to choose the right fund/scheme. Having invested in mutual funds, there is another more herculean task of managing the funds, knowing their folios and current NAV. We will help you in evaluating the correct fund/scheme suitable to you based on your risk-bearing appetite and also help you in knowing the current NAVs and managing your folios across different funds/schemes.

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Life Insurance Planning

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Two major risks of Life - Living too long and living too short needs to be taken care of. We have wide range of Insurance Options to take care of both the events. Whats more! Life Insurance planning can help you achieve your financial goals and save on your taxes too. Remember - There is no substitute to Life Insurance. We will help you in structuring your insurance planning based on your needs and requirements.

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Medical expenses are rising day by day and are only expected to go further up! Health insurance serves as hedge against medical expenses. We have good health insurance policies to cater to your needs.

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We at Advisory Services deals in all the General Insurance Products across various General Insurance Cos. as per our customer’s need and convenience.

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Investing in stock market is inarguably the best route to create wealth in long-term. However, it can also be a very risky proposition due to high risk-return trade-off prevalent in the stock market. Hence, it is more appropriate to take help of an experienced and trustworthy expert who will guide you as to when, where and how to invest.

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It provides guidance in the exciting world of stock market with suitable trading solutions and value-added tools and services to enhance your trading experience.

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Retirement Planning

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hese are your Golden years. After being free from all your duties you want to sit back and relax and enjoy fruits for what one has been working for all the years.

The most important need of the day is retirement planning. Costs increase but pension does not increase. Rs 11 per litre petrol 23 years back cost Rs 70 per litre today. At the same rate it will cost Rs 445 per litre 23 years down the line.

Inflation is eating in your savings and investments. One can imagine the situation when cost of living increase at the high rate of inflation and there is no incremental income post retirement.

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Tax Planning

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Taxes are eating in your savings and investments. It reduces the purchasing power of a rupee earned as a percentage of it goes into income tax.

It is very important that your savings and investments not only earn decent returns but are tax efficient too. Government has made some provisions for tax planning which helps in reducing the taxes. Tax planning ensures optimization of available tax laws. There are many ways to reduce taxes by investing in tax efficient investments products. Insurance, ELSS, NSC, PPF etc. It is important to know which of these options suit you.

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Financial Planning

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Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your childs higher education or planning for retirement.The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan for how you can meet your goals given your current situation and future plans.

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Inventment Advisory

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Disciplined investor is a good investor. Proper asset allocation is very important for the financial health of an individual. Use of diversification in proper ratio especially in negatively correlated assets is good for your financial health.

Diversification across time horizon helps in Rupee cost averaging. Use of SIP, STP, and SWP can help in maintaining discipline as well as reducing the impact of volatility in asset classes.

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