We are an AMFI-registered mutual fund distributor based in Pune, committed to helping families and individuals build lasting wealth through honest, goal-driven financial 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 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.
Prathamesh is a well-trained and experienced professional in Mutual Funds. He has a strong flair for understanding, handling and executing mutual fund transactions with precision and care for every client.
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.