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 unique wealth management needs, risk profile and long-term life goals.
We operate with complete transparency and honesty — your interests always come first.
Every recommendation is tailored to your goals, risk appetite and life stage.
15+ years of hands-on experience across mutual funds, insurance and wealth management.
We cut through financial jargon and give you clear, actionable guidance.
A small, dedicated team committed to putting your financial goals at the centre of everything we do.
Rajeev Lokapur is a commerce graduate with first class distinction and an MBA holder with first class honours. With over 15 years of experience in Life Insurance, Health Insurance, Financial Planning and Mutual Funds, he is committed to keeping himself updated through continuous learning, training programmes and peer interactions. He is an AMFI-registered Mutual Fund Distributor associated with NJ India Invest.
Ameya Lokapur works with clients on their wealth-creation journey, helping them choose the right mix of mutual funds, insurance and long-term investment plans. He focuses on clear communication and practical guidance so every family understands their options and stays aligned with their goals.
Kaustubh is a first class commerce graduate pursuing higher professional knowledge in finance. He assists in understanding client requirements, with a focus on future cash flow needs and family financial planning.