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.
We believe every client deserves personalised attention and honest advice — not just a product sale.
We cut through the noise and give you clear, conflict-free guidance that puts your interests first.
Every client gets individual attention. We understand your goals before recommending any product.
From your child's education to retirement, we map every investment to a real life milestone.
AMFI-registered with years of hands-on experience in wealth creation and management.
We offer a comprehensive range of financial products tailored to your life goals — from wealth creation to protection.
A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
PMS offers HNIs customized wealth management solutions, tailored to needs, risk, and investment horizons in India.
Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.
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.
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.
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: