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About Us

RASTOGI FINSERVE (2016) has been carved out of Rastogi Stock Pvt. Ltd. which was established in 1995 and branched into the Mutual Fund industry in 2003. We have a client base of over 1000 Individuals/ HNIs from across the globe and are engaged into customized goal-oriented investment planning for them.

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The primary focus is investment planning towards mutual funds and fixed income instruments, along with advisory and facilitation of in depth analysis of risk appetite of each individual/ HNI.

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For Corporates, we render support via physical as well as online platform and help the corporate take a rational decision on where to park their liquid funds with best tax efficient returns.

Our Story

SAMIR RASTOGI, the promoter of RASTOGI FINSERVE started his career in 2013 as an Equity Research Analyst at Copal Amba - A Moody's Analytics Company (earlier - Amba Research India Pvt. Ltd). For his entire duration at Copal Amba, he rendered support to lead analysts at Morgan Stanley from various parts of the globe.

Our Mission

Your hard earned money, our hard work with financial insights, an epitome of a win-win scenario.

Our Vision

We, at RASTOGI FINSERVE offer a systematic approach to investments with high integrity, without the hassles of paperwork, to keep things straight forward. Our online portal helps improve transparency and operational effectiveness, which helps our clients to save time and make swift investment decisions.

Our Ethics

HONESTY, TRANSPARENCY & CARE

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Our Methodology

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