Rudri Invest Zone

VISION

    To be the most trusted partner of any individual or institutional investor for achieving his financial goal.

   To use a well researched process to help our clients achieve their financial objectives, by providing them the most appropriate solutions to their financial needs. Facilitate access to a wide variety of asset classes from India and the world. Create awareness for the need for financial planning. Raise the respect for financial advisory as a profession and financial advisor as a service provider in the eyes of the investors.

Wealth Management

Wealth Management is a combination of investment planning  and tax planning. It may have a different meaning for those who have already created significant wealth and for those who want to create wealth. Those who have already created wealth need a strategy to preserve the created wealth. Their primary goal is to preserve the wealth without taking any risks and having a post tax return that beat inflation. Their focus is more on Allocation of Assets.

Wealth Creation

Risk Planning

Risk management is primarily used to hedge against risk of a contingent loss. Although it does not cover emotional loss, it hedges against the financial loss. Risk is covered through Insurance acting as an important tool providing a sense of securityin case of unemployment, disability, medical care or any other unforeseen circumstances.

Why Should I Buy Insurance?

All assets have some economic value attached to them. There is always a possibility that these assets may get damaged or become non-operational as they face risks like breakdowns, natural calamities, fire, theft and accident etc. Human life is exposed to added risk of death. Insurance ensures retention of economic value against all these risks.

Two major risks of life – Living too long and too short need to be taken care of.

Life Insurance

Nothing is certain in life except death, but what is not certain is the time of death. If a family loses its bread winner then it would hit the family’s financial condition drastically as the family’s income ceases. Life insurance offers respite to the family from financial distress. The goal of life insurance is to provide financial security for the family. It is a continuation of one’s income for the family in case of an emergency. So, before purchasing a life insurance policy, we consider the financial situation and the standard of living required to be maintained for the dependents.

We always remember - There is no substitute for Life Insurance.

Medical Insurance

Life’s plan has increased nowadays and senior citizens strive to stay healthy and active areas they age. However, as the person gets older, extensive health care is needed. Medical expenses are rising day by day and are only expected to go further up. Health insurance serves as a hedge against medical expenses.

General Insurance

General insurance insures individuals’ property, enterprise, vehicle from damage, destruction or Theft etc.


Retirement Planning

                                                  "Those who plan their journey, have a good ideas,

                                                                when and how the will arrive at their destination"..........Retire Rich

We all have certain dreams from the second innings of our lives. We envision it as a life where we have the freedom to do whatever we want and the hope to catch up on all the desires which we could not fulfill in the regular course of our life. The cost of living keeps on rising along with our standards of living. With professional financial planning your dreams start to shape into reality. A well-planned retirement will enable you to fulfill your desires and enjoy life rather than be bogged down by financial worries. Advanced medical science has increased the normal life span and has created a situation where the number of years a person spends in his working life is approximately equivalent to the number of years in his retired life. Retirement is that stage of life where expenses increase and income decreases. To equalize the difference between these two financial components, we provide very comprehensive and effective retirement planning.

Tax Planning

"In this world nothing can be said to be certain except death and taxes" - Warren Buffet

Logical analysis of investment returns from tax perspective which helps in maximizing the returns after tax is known as Tax Planning. The avid goal of every taxpayer is to minimize Tax Liability. To achieve these objective taxpayers may resort to tax evasion and tax avoidance. For most of us tax planning is synonymous with financial planning. Our primary objective is to maximize wealth, not to beat the taxmen. Our plans take the maximum advantage of various incentives offered by the income tax laws of the country, minimizing tax liability within the legal framework. This tax planning will help in reducing tax outflow for optimum wealth creation.  


Services for Corporate

We help corporate to utilize their cash flow or liquidity in an efficient way to generate optimum returns through liquidity management.
We conduct our “financial margdarshan programs” which would help their employees to plan their finances in the best possible manner. We educate them in the concept of financial planning. This helps the employees to visualize the path of achieving their financial goals and create wealth in their lives. We conduct training programs or workshops helping them to take secured financial decisions.This bring financial freedom to their lives. When an employee has financial freedom, he remains happy and satisfied, increasing the productivity and efficiency of employees. These training workshops increase the organizational value and help in building a healthy employee-employer relationship. We organize workshops to execute our aim of “our plans & your goals will bring your dreams true”.