About us

In an era of constant changing and volatile financial Market, Investors need a Qualified / Trained and unbiased professional to assist them in achieving their short term and long term Investment goal.

We are having more than a decade of experience in Financial Services Sector. We offer technology based services for our clients to effectively monitor their portfolio and help them reach their financial goals. We are one solution for all insurance and investment needs. We focus at being the most reliable prompt and efficient provider of financial and insurance services. We endeavor to be one stop financial super-mart and to be of immense help to our investors and provide help regarding Tax Solution retirement planning, Children Future Planning, Wealth Creation and Insurance Management.

At RG Funds Invest our single utmost aim is to assist clients with dedication and integrity so that we exceed their expectations and build enduring relationships.

We take the opportunity to introduce ourselves as a bunch of committed professionals with a single vision and mission statement "To serve our customers with integrity and honesty, always putting" Investor's interest first".

Our main aim is to provide advisory solutions keeping in mind client's short and long-term goals by using various tools of asset allocation and financial planning and we take a reasonable amount of care whilst doing this.

Our Vision:

To build RG Funds Invest as a trusted brand in the Financial Services.

Our Mission:

To provide a wide range of products and services in the field of Financial Services Segment with a commitment to:

  • Highest standards of quality at a reasonable cost.
  • Meeting the general and sophisticated financial goals of our clients.
  • Developing, encouraging and rewarding superior performance of our employees.
  • Our Motto is to invest your money in mutual funds carefully and safely like own investment.

Our Team:

Ramakant Gupta

(Founder RG Funds Invest)
Regd. Financial Advisor With AMFI & IRDA.
Working Since 2004 as IFA.

Rakesh Gupta

(Mentor and Technical Analyst)
Regd. Financial Advisor With AMFI.
Working Since 1990 as IFA.

Rajesh Gupta

(Mentor and Insurance Expert)
Regd. Insurance Advisor With IRDA.
Working Since 1997 as IFA.