Trusted Guide to Your Affluent Tomorrow
WE ARE RSFS
Most of the time approaching a financial advisor is confusing and intimidating. It’s an area where people get lost in the complexities of fees, interests, market status and economic jargon. This is where Riddhi Siddhi Financial Services (RSFS) comes in, to handhold each of its clients, from various professional strata. The advisors in RSFS understand the needs, create personalized plans, explain and advise in common man’s language without keeping any grey area.
OUR VISION AND MISSION
Our CEO, Mr. Samrendra Tibarewalla, runs RSFS with the mission to educate and imbibe upon everyone the importance of long term Financial Planning. He wants to educate every investor the “Power of Compounding “, which according to Albert Einstein is the eighth wonder of the world.
RSFS’s vision is always set for more and better. We serve our clients diligently with the vision and aspiration to be among the top 100 Financial Advisors in the country. We want to be recognized for our ethical practices, knowledge-based guidance, and sigma six services.
OUR COMPANY HISTORY
Riddhi Siddhi Financial Services (RSFS) was founded in the year, 2001 by Mr. Samrendra Tibarewalla, a Certified Financial Planner™, driven by his passion for financial advisory and experience in the investment planning field. From the very inception, RSFS worked with the motto to provide a diverse range of financial planning and wealth management services with complete clarity and integrity
SECURING FUTURES
While we serve many High Net worth Individuals but the real differentiator is one of our unique principles to serve people from all walks of life. No net worth or investable asset requirements is a requisite to become a client of RSFS.
Constant knowledge upgrade and constant market research keep our expertise top-notch. From the very foundation, it has been ensured that operations run efficiently at all times with utmost client engagement. This resulted in RSFS being the top 1% Individual Advisory firm in the country in terms of AUM.
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22+
Years Experience
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500+
Happy Customers
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100%
Satisfaction
Our Values
For RSFS its people are important and everyone works with honesty, enthusiasm and eagerness to learn and serve. The instilled values in the RSFS team has garnered complete trust from its client.
Any of our suggestions and recommendations are always backed by deep research and study. We are constantly in the process of upgrading our knowledge and system because we care for our clients and keep their interests ahead of ours.
WHAT OUR CLIENTS SAY
“I am completely satisfied that my investments are taken care of by Riddhi Siddhi Financial Services.”
“My experience with RSFS, over the years has been very good. They have a pragmatic approach & always give genuine advice.”
“We find the advice of RSFS to be genuine. Their services are impeccable. We are happy dealing with them.”
OUR KEY VALUE ATTRIBUTES
- Board-Certified Financial Planners as CFPCM
- Duly registered with SEBI/AMFI, govt regulatory authorities.
- NSE membership and MCX SX membership in stock market
- A step-by-step approach to investment planning
- Unbiased Advice without any conflict of interest
- Monthly detail reporting
- Periodical insights on market scenario
- Regular Industry update and views of fund managers
- Annual review of Goal planning and Asset Allocation
- Biannual/Annual Fund manager meet
