AMFI Registered · ARN: 39624

Your Child's
Future & Wealth
Starts Today

Is this your financial need? Let us help you build a plan that works — simple, unbiased, and personalised.

Wealth Creation & Management

Grow Your
Wealth With
Confidence

Simple, unbiased and uncluttered professional advice that adds real value to your quality of life.

Personalised Financial Planning

Plan Smart,
Retire Happy
& Secure

From SIPs to insurance, we map every investment to a real life milestone — your goals, our guidance.

Financial planning meeting
Wealth management
Financial advisor
About RL Wealth
15+ Years of
Experience
What We Do

Trusted Investment Guidance

At RL Wealth, our mission is to provide our clients with the best solutions in wealth creation and wealth management.

We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions. We offer our services through personal counsel with each of our clients after understanding their wealth management needs.

Simple & Unbiased Advice
Personalised Approach
Goal-Oriented Planning
AMFI Registered Distributor
Assessment Understanding your financial goals, risk appetite and current portfolio
Execution Implementing the right investment plan with the best-suited products
Tracking Regular monitoring and rebalancing to keep you on track with your goals
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500+ Happy Clients
₹50Cr+ Assets Managed
15+ Years Experience
100% Client Satisfaction
Why Choose Us

The RL Wealth Difference

We believe every client deserves personalised attention and honest advice — not just a product sale.

01

Simple & Unbiased Advice

We cut through the noise and give you clear, conflict-free guidance that puts your interests first.

02

Personalised Approach

Every client gets individual attention. We understand your goals before recommending any product.

03

Goal-Oriented Planning

From your child's education to retirement, we map every investment to a real life milestone.

04

Experienced Distributor

AMFI-registered with years of hands-on experience in wealth creation and management.

What We Offer

Our Products & Services

We offer a comprehensive range of financial products tailored to your life goals — from wealth creation to protection.

Our Services

How We Serve You

Client Desk

Wealth Management Desk

The Client Desk is a premium offering for our clients that consolidates the entire portfolio, covering every major financial and non-financial product for an entire family or an organisation.

Access to the Client Desk is given to every client through a highly secured, unique login ID and password. The information inside the desk is updated daily, and all transactions done through us are automatically updated so that clients need not make any entries.

The Client Desk empowers you by keeping you updated and informed anytime, anywhere — through online access or a mobile application.

Consolidated ViewAll financial & non-financial products in one place
Secure AccessUnique login, daily auto-updated transactions
Anytime, AnywhereOnline access & mobile application
Client Desk
Client Desk

NJ Recommended MF Portfolio

Research-Backed Fund Selection

Every investor aims to maximize returns while minimizing risk. While asset allocation and scheme selection are proven strategies, selecting the right schemes is a complex and time-consuming task that requires continuous monitoring and expertise.

Managing this at an individual level can be challenging due to operational constraints and behavioral biases, often leading to less effective investment decisions. To ensure the right asset allocation, investors should consult their NJ Partner for better guidance.

NJ Recommended MF Portfolio, formerly MARS, offers curated baskets of mutual fund schemes tailored to specific investment needs, risk profile and asset allocation strategies. These ready-to-invest portfolios simplify the investment process by eliminating the complexities of selecting and managing multiple schemes.

Curated PortfoliosReady-to-invest baskets of top MF schemes
Risk-AlignedTailored to your risk profile & investment goals
Continuous ReviewExpert monitoring & research-based updates
NJ Recommended MF Portfolio
NJ MF Portfolio

NJ E-Wealth Account

Your Digital Investment Platform

As a client of our NJ E-Wealth A/c service you can enjoy some big, tangible benefits. You can do hassle, worry and error free transactions in a very easy, time and cost effective manner – any time, any where.

We offer easy transaction facilities and unique services for mutual fund and other transactions through our NJ E-Wealth Account:

TransactionsFresh Purchase / Additional Purchase / Redemptions / Switch / SIP & STP Registration / NFO / Equity Stock SIP / IPO Applications
Comprehensive ReportsDetailed portfolio statements & analytics
Multiple ModesMobile App  ·  Online Desk  ·  Phone  ·  Offline (Physical Instructions)
NJ E-Wealth Account
E-Wealth Account
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