About us

RR FinServes , as a partner of NJ Wealth, incorporated in the year March 2025 and at present have more than 70 satisfied clients. We are committed to helping our clients fulfil their financial needs with effective and smart investment assessment. We are a certified Mutual Fund and Insurance distributor recognised by the AMFI (Association of Mutual Funds of India). We offer comprehensive financial services, having a highly qualified and experienced team of mutual fund distributors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to clients as per their long-term and short-term financial needs. Our core purpose is to provide fast-track financial options & thereby make people enjoy a secure retirement life.

Why Us

Client-Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.

Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not a product-centric approach.

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.

Value Added Services:
Our Services ensure comfort, convenience, confidence, and control for you in assessing your wealth. You would enjoy being always updated on your investments, any time, anywhere.

Right Experience & Skills:
Our team brings over 15 years of collective experience in financial services and client relationship.

Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more than helping our clients fulfil their financial needs with our support.

Our Skills

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.

Mutual Funds85%

Equity and ETFs80%

NPS90%

Loan against MF95%

PMS95%

Insurance95%

Client Services

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & facilitate a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.

The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.

OUR TEAM

Mrs. Richa

Mrs Richa is the Client Relationship & service executive for RR FinServes. She is one of the oldest person in RR FinServes and she has over 16 years of rich experience in the financial services industry. She is post graduate by education, and having deep understanding of customer handling and their challenges.

Miss. Ridima

Miss. Ridima is the Digital Marketing & Operations Executive, having joined RR Fin Serves 2 years back after being an IT skill with an experience of over 2 years. She is the person with a sound knowledge of Digital Marketing.

Miss. Rishika

Miss Rishika is the Business Development Executive (Lead Generation). She holds a B.Tech degree in Biotechnology and is responsible for identifying prospective clients and supporting business growth initiatives.

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