ABOUT US

Vasanthi Rawat

Vasanthi Rawat has established the firm, Rawat Investments in 2008 with the aim to provide holistic financial solutions catering to the individualistic needs of each client. 

I am a CFP (Certified Financial Planner) and has rendered effective investment services to over 250+ clients all across the globe. 

Her forte is to provide valuable information about equity, debt & market volatility after assessing every client’s risk appetite and cash flow requirement of present & future.

16+

Years of Experience

250+

Happy Clients

50,000,000

Portfolios Managed

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Vasanthi Rawat, CFP

Financial planner

16+

Years Experience

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Why Rawat Investments?

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Rich experience in managing Retail & Corporate investments for 12+ years.

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Serving clients across country, across globe.

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Suggest products only from government regulated industries.

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Understanding clients need first, advise thereafter.

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Tailor-made solutions.

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Serving clients across country, across globe.

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Complete diversification.

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Lets connect, If You

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Are currently retired or near retirement and seeking a holistic approach to retirement planning.

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Are buying a house or recently bought one and want to save the Interest on Housing Loan.

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Are a business owner looking for Expansion of business in near future.

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Are a parent of new born baby and have big dreams for their Higher Education.

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Are a salaried person and want to have an Emergency Funds.

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Are a Millenial and want to go for Foreign Vacation every year.

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Are a reputed member of society and want to create a Corpus For Charity.

OUR SERVICES

We offer comprehensive investment services, including portfolio management, financial planning, risk assessment, and tailored strategies to help you grow your wealth and achieve your financial goals with confidence.

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Providing various solution based investments which covers all your aspirations

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Initating action to implement your preferred solution

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Providing various solution based investments which covers all your aspirations

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Tracking your investments to ensure your goals are achieved within the target period

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Rebalancing your investment, to preserve the peofit earned

OUR PRODUCTS

We offer diverse, high-quality investment products designed to meet your financial goals. From stable, low-risk options to high-return opportunities, our solutions cater to all types of investors for long-term success.

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Financial Planning

Financial Planning

Financial planning in an investment company involves analyzing clients' financial situations, setting long-term goals, crafting strategies for wealth management, risk mitigation, tax optimization, and ensuring growth through diversified investments.

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Insurance

Secure Your Investment with Insurance

Protect your investment company from unforeseen risks with tailored insurance solutions. Ensure financial stability, minimize liabilities, and safeguard your assets for long-term growth and peace of mind.

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Mutual Funds

Mutual Funds

A mutual fund is an investment vehicle where an investment company pools money from multiple investors to purchase a diversified portfolio of stocks, bonds, or other securities, managed by professionals.

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Fixed Income

Fixed Income

A fixed income investment company provides steady returns by investing in bonds, government securities, or other debt instruments. Investors receive regular interest payments and principal repayment upon maturity, ensuring lower risk.

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Tax Planning

Tax Planning

Tax planning in an investment company involves strategizing to minimize tax liabilities through methods like capital gains management, tax-efficient investments, deductions, and credits while complying with tax laws.

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P2P Lending

P2P Lending

Peer-to-peer (P2P) lending in investment companies connects investors directly with borrowers, allowing individuals to lend money for higher returns while diversifying portfolios and reducing dependence on traditional banks.

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WHAT OUR CLIENTS SAY

Our clients trust us for reliable investment strategies, exceptional returns and personalized service. They value our commitment to long-term success, risk management, and delivering consistent financial growth.

"Vasanthi, is very polite, helpful, knowledgeable and made me aware of many options available to me. It makes my life easy and relax."

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prakash

Jose Prakash

Digital Marketing Consultant

"I started my finance planning and investments with Vasanthi five years ago. Still I am getting the same high quality service. Her suggestions and advices were extraordinary."

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prakash

Santhosh Gnanasekaran

Senior Software Engineer, Smartek21

"Vasanthi Rawat keeps a close eye on the market, moving my investments to ensure that they are doing well and alerting me when it is a good time to invest."

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Aparna Ashok

Digital Ethicist IKEA, New Zealand

Client Written Testimonial

neodes

Bangalore, India

www.neodesynz.com

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Vasanthi Rawat-The Architect of My Investment Success

I am thrilled to share my remarkable investment journey under the guidance of Vasanthi Rawat. In just six months, my portfolio has flourished by an astounding 28%, a feat I could not have achieved without her expertise.

Vasanthi's meticulous approach and deep market insights have been transformative. Her skillful management of my diversified portfolio allowed me to navigate market fluctuations seamlessly, resulting in significant growth. I am astounded by the progress and security Vasanthi has brought to my financial future.

Her transparent communication and strategic decision-making fostered a sense of trust and collaboration. Vasanthi's unwavering dedication to my financial goals reassures me that I am in capable hands.

She's is more than an advisor now, she's a partner on the path to financial prosperity. I wholeheartedly recommend her services to anyone seeking exceptional returns and a trusted ally in the world of investments.

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CONTACT US

Reach out to our investment experts today. We offer personalized financial solutions, guiding you through every step of your investment journey to help you achieve your financial goals with confidence.

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Rawat Investments

Address

Vasanthi Rawat

Pine A1, 401, Prestige Greenwoods, Varthur Road, Rajana Colony, CV Raman Nagar, Bengaluru, Karnataka 560093

contact

+91-9840744082

contact

www.rawatinvestments.com

contact

rawat@rawatinvestments.com

Email Us