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About Us





Introduction:


           Rs.Finacial Services is a highly reputable firm established by Raman Sharma, a proficient professional with qualifications in CFP, LLB, LLM, DLL, and CMA (Final).

           With over 10 years of experience in the fields of Accounting, Taxation, and Investment Services, we have built a solid foundation for providing expert financial solutions.










Services Offered:

●Financial Planning and Advisory: Leveraging Raman Sharma's expertise as a Certified Financial Planner (CFP), we analyze your financial circumstances and design personalized plans to achieve your short-term and long-term financial goals. We provide comprehensive guidance on investment strategies, retirement planning, education funding, estate planning, and risk management.

●Taxation Services: Our team of tax experts ensures you optimize your tax benefits while remaining compliant with the ever-changing tax laws and regulations. We offer a wide range of tax services, including tax planning, preparation, and filing for individuals and businesses.

●Accounting Solutions: Rs.Finacial Services provides professional accounting services catering to businesses of all sizes and industries. Our services include accurate and timely bookkeeping, financial statement preparation, budgeting, and financial analysis, ensuring your financial records are in order.

●Investment Services: With extensive knowledge of investment markets and a strong understanding of risk assessment, we guide clients in making well-informed investment decisions that align with their financial objectives. We conduct thorough market research, perform comprehensive analysis, and develop personalized investment strategies.











Our Team:


         We take great pride in our well-dedicated team of professionals who are highly qualified and experienced in their respective fields.

     Our team members consistently strive to deliver exceptionalservices and work collaboratively to meet our clients' financial needs effectively.











Client Approach:

☞ At Rs.Finacial Services, our clients are central to everything we do. We prioritize their financial wellbeing and maintain the following approach:

☞Personalized Service: We recognize the uniqueness of each client's financial journey and deliver tailored solutions to suit their specific needs and goals.

☞Trust and Integrity: Our firm operates with the utmost integrity, ensuring that client trust and confidentiality are always maintained.

☞Timeliness and Efficiency: We strive for prompt service delivery and efficient resolution of financial matters to meet our clients' expectations.

☞Long-term Partnerships: We foster long-term relationships with our clients by providing ongoing support and guidance as their financial needs evolve.

☞ Contact Rs.Finacial Services today to discuss your financial requirements and embark on a successful journey towards financial stability and growth.

FEATURES

Zero Paperwork

Seamless on-boarding, quick and simple

Monitor your Entire Portfolio

See your complete portfolio in a single place, in few clicks

Safe and Secure

Bank Grade Security

Zero Fees

We charge nothing from our Clients

Assistance for Asset Allocation

Get customized Asset Allocation

One-Click Transaction

In just a click, Invest/Redeem in a hassle-free manner.

Specialities

Wealth Management
Financial Planning

Asset Allocation



Tax Planning

Estate Planning

Risk Management Planning



Portfolio Rebalance & Review

Investment Planning

Retirement Planning

Multi Asset Investment App




  •   Simple
  •   
  •   Transparent
  •   
  •   Accessible

FINANCIAL CALCULATORS



Power of SIP Calculator







Use this calculator to see how small investments made at regular intervals (SIPs) can grow to a large figure over a period of time.

GOAL SIP Calculator







Plan for your Goals by using this calculator to determine the monthly SIP investment and that helps you to make to reach a particular goal.

SWP Regular Income Calculator







SWP helps you get a fixed amount every month. This calculator also plans for your post-retirement and other regular monthly income needs.

Our Partners

Contact Us

Our Address

RAMAN SHARMA,
S/O Sh. Rajesh Kumar,
Vill Purtiala, Po Kohala
Tehsil -Jawalamukhi ,Vill Purtiala,
Distt Kangra, Hp 176036 ,India

Our Number

8679411183


Open Hours

Monday to Friday

9 am to 6 pm