RR WEALTH MANAGEMENT

In today's fast moving, technology-driven world, you need your financial advisor to keep pace with your financial needs. That's why you need RR wealth management group - personalized wealth management services that has been designed to help you make the most of your money, without taking up most of your time.

With the services of your personal Relationship Manager you can access complete wealth management solutions, from routine investment products to more complex investment services and insurance advisory services.

That's why Priority Group has been tailored to offer you the highest level of service, appropriate to your unique requirements and status. RR Wealth Management Group helps meet the wealth management needs of you and your family by offering objective and well researched financial solutions.

The RR wealth management group revolves around four main cornerstones of service – Personal, Professional, Profitable and Privileged .

When you deal with RR, you can expect the best. We are, after all, the leading Financial distributor in the country. We look after investments for over 3 lacs customers across in 250 cities. From high class services to the most sought after talent pool, we provide an unmatched foundation which you can trust.

We've invested in professional talent that can provide you with a continuous, thorough and insightful guidance with your money. All this, so you can rest easy when you put your money into our hands.

Consolidated portfolio statements of all your mutual fund investments
Online, internet access to portfolios
Periodic meetings with our in build research head and industry experts
RR Research Edge
Broader relationship management
Trained, experienced professionals dedicated to investments
Wide capital markets and investment advisory experience

RR proposes a four-step investment process that acts as an efficient and trustworthy roadmap to arrive at your ultimate goal. We believe that accurate planning gives accurate results.

To gain from our expert investment advisors, all you have to do is call relationship manager or contact us at any of our branches.

To start with, we take you through a simple, easy-to-fill questionnaire, we gauge your appetite for risk, for specific investment products and for your entire portfolio. So whether you should be investing heavily into equity or in cash, whether that hot biotech fund is suitable for you, our profiling gives you the right answers

Do you want to buy that dream yacht in 10 years? Or are you still paying off your mortgage? All these and more influence your investment decisions. We try and identify with you the major aspirations that you need to invest towards, and size up the task by putting specific numbers and time-frames to each of them.

Invariably, the investing decision will throw up contradictions of varying degrees across the dimensions of return expectations, risk tolerances, liquidity and the criticality of the need. If your son is planning to go to University in two years, it is not probably a great idea to plan for it through equity investments. However, the corpus you have set aside might need significant growth in capital for it to suffice. We help you in mapping and trying to reconcile contradictions like these across your various needs.

Finally, after all this, you need to invest. We help you cherry pick the best options from a plethora of products available. The product suite available for you is mind boggling, stretching across multiple asset classes, products, and in the future, geographies as well.

Mutual Funds : When you invest in mutual funds through us, you can rest assured that they are "true-to-label", have sound risk management practices and comply with all regulatory requirements.

Capital protected products : Equity and derivative-linked capital protection products offer you a flavour of the equity markets with capital preservation.

Derivative Arbitrage Products : A range of products that enable you to take advantage of arbitrage opportunities in the derivative markets.

Fixed income products : Sovereign guaranteed fixed return instruments, for investment and tax planning. These include RBI bonds, ICICI/IDBI Bonds, NHAI/REC bonds etc. These represent a good opportunity for low risk, moderate return investments and help in your tax planning.

Equity Advisory Services : You are not satisfied with structured products. Your needs are unique, and your portfolio should be customised to suit your needs. We bring you a wide choice of the best equity advisory services. This is accompanied by best-in-class service levels and high levels of interaction with analysts, just for special customers like you.

Fund of funds : These are portfolio products, which allow you to invest in multiple funds, set on an automatically rebalancing asset allocation strategy. In short, this represents a one-stop investment solution for you.

We have the energy and commitment, the competence and experience to understand your needs and aspirations and help you realise your financial goals today and in the future.

We look forward to putting the practice of wealth management to work for you.

Please feel free to contact Mr.Anurag Awasthi Asst.Vice President at 09350103101 or anuragawasthi@rrfcl.com