Welcome To Royal Investments
A reputed name for comprehensive financial and product distribution services
We have incorporated our firm in the year 2004 and at present having 800+families as satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Financial Planner(CFPCM) and Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
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Why Us?
01
Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our guidance process.
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Rich Product Basket
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
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Focus on Customer Satisfaction
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
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Value Addition
Our Services ensure comfort, convenience, confidence, and control to you in managing your wealth. You would enjoy being always updated of your investments, anytime, anywhere.
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Right Experience & Skills
We have years of experience in financial services and products distribution space.
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Driven by Passion
Serving clients is our passion and the reason why we are in the business. Nothing excites us more that helping our clients achieve their financial needs in life with our support.
Our Team
Mr. Vikas B. Wani
Mr. Vikas Wani is the Chief Advisor for Royal Investments. One of the oldest in the team, he has over 12 years of rich experience in the financial services industry. A CFP eucation, he is known for his deep understanding of the distribution practices and its challenges.
Mr. GAURAV BAVISKAR
GAURAV is the Relationship Manager, having an experience over 3 years in the financial services industry. He is responsible for investment advisory and portfolio management.
