About Us
Planning Futures, since 2010
We are a professional team of Mutual Fund distributors and advisors, based out of Bangalore. We currently service more than 750 clients across various schemes of funds based on their risk appetite and time horizon.
A Proven Approach
We make investments in Mutual Fund a paperless hassle-free process. Thus making, RFD a one-stop solution for all our investors, who'd like to invest in the best Mutual Funds, and to get access to the best Investment Plans.
Every Investor with RFD gets a dedicated Investment Advisor along with a complete Financial Planning, in order to meet his/her Financial Goals.
Our Services
Goal Based Financial Planning
When it comes to Investments, many people are not sure whether their Investments are in-line with their Goals or their savings enough to meet those Goals. A professional Financial Planning would help you to understand your Financial Goals and how your Investments could achieve them.
Identifing best Investment Option
Your long-term financial goals require you to invest in asset class, which beats Inflation over the investment horizon. Equity as an asset class has proved to be one of them.
Your short-term goals require you to invest in asset class, which are less volatile and to extend give a consistent return. Debt as an asset class would help achieve this.
Complete Portfolio Managment
Our advisors along with our operations team, will keep your portfolio updated and the reports are sent to you on a timely manner. Account Statements, Capital Gain and Transaction reports are mailed to you on monthly basis and it can also be requested anytime, if you require.
Mutual Funds
