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Dream Bigger, Invest Smarter
About Us
Invest in the life you've always imagined.
Imagine waking up every morning without the worry of bills or unexpected expenses. Imagine being able to plan that dream vacation, or give your child the education they deserve. At INVRajat Financial Services, we believe this isn't just a dream, it's a feeling you deserve. We're your friendly guide offering financial services across India to help everyday people, just like you, access a secure financial future.
Our founder, Mr Rajat Ghosh, an AMFI registered Mutual Fund Distributor, has an MBA in Finance, and holds 26 years of experience in the distribution business. He started with insurance and later expanded offerings to Mutual Funds, stocks and more to serve his clients better.
Our Products
Access the right
assets at your fingertips.
Mutual Fund
Mutual funds are a powerful instrument that lets you pool your money with others and invest in stocks, bonds, or other assets.
Stock
Stocks are tiny pieces of ownership in a company, that you can buy and sell on the stock market.
Demat
A Demat account and a trading account are essential components for individuals who want to invest or trade in financial markets, particularly...
PMS
Portfolio Management Service refers to personalized investment management by experts, catering to high net-worth individuals and institutions.
RBI Bond
But I must explain to you how all this mistaken idea of denouncing pleasure and praising painwa born is and I will give you a complate.
Capital Gain Bond
Capital Gain Bonds empower you to reinvest capital gains, effectively deferring tax liabilities while ensuring stability through fixed interest rates.
NPS
The National Pension System is a long-term investment plan for a secure retirement, with tax benefits.
Insurance
Insurance acts as your safety net, protecting you and your loved ones from unexpected medical bills, accidents, and even the loss of income.
IPO
An Initial Public Offering (IPO) is the first sale of a company's stock to the public. It's a significant event in a company's life cycle, as it marks the...
Fixed Deposit/Bonds
Fixed Deposits (FDs) are a reliable and straightforward investment option. They provide a safe harbour for your hard-earned money, offering...
Sovereign Gold Bond
Welcome to INV Rajat Finserve's Sovereign Gold Bond service, offering a secure and convenient way to invest in gold. These bonds issued by the Government of...
Peer To Peer
Welcome to INV Rajat Finserve's Peer To Peer lending platform, revolutionizing the way individuals borrow and lend money. P2P lending connects...
ITR Filing
Welcome to INV Rajat Finserve's ITR filing service, where we make tax filing a breeze. Our expert team is here to assist you in filing your Income Tax Returns...
Small Case
Welcome to INV Rajat Finserve's Small Case investments, a unique way to invest in intelligently curated portfolios tailored to your financial goals.
Global Stock
Welcome to INV Rajat Finserve's Global Stock investing service, where we offer you the opportunity to diversify your portfolio by investing in international...
E Will Services
A will is a legal document stating how you want your assets distributed among your loved ones after you pass away.
Loan against Mutual Fund
When you need quick access to funds without liquidating your investments, a Loan Against Securities is the smart choice. It allows you to...
Work Process
Know How We Grow Your Money
01
Plan Your Investment
02
Choose Fund
03
Invest
04
Track Your Fund
Investor Corner
Financial Tools
Our Features
Make informed investment
Make informed investment
decisions with ease.
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Testimonials
What’s Our Clients Say
Thanks. I am delighted to be with your organisation for over a decade for financial consultancy and related activities. I find your approach very much convincing and supporting through which any difficult problem may be solved with ease and help us in a proper manner. Thanks again for a fantastic support to a retired family in financial matters.
Syamaprasad Datta
More than twelve years of association.
My Financial Advisor, Mr R Ghosh is highly knowledgeable and experienced person. He is always accessible for taking advices.
I am highly satisfied for his prompt services.
Prof (Dr) S Dasgupta
I am associated with your valuable informations and advices as well as services since last 20 years. I am fully satisfied with your valuable advice and services
Umashankar Gupta
My Association with you 2 years plus now.
Very much involved in ensuring a safe but quite profitable growth taking care of the current buoyant market potential and balancing the pitfalls in the market scenario.
Have confidence on my advisor about the deliverables in my interest for ensuring maximizing growth objectives with check and balances.
Sumanta Chaudhuri
I have really enjoyed and satisfied for your companies service to us. Thank you very much and I wish you future complies.
Bibhuti Bhusan Dutta
I am associated with the team since 2007. The Advisor used to advise me the best option to opt. I am very much satisfied with the advice, services & growth
Ratnakar Giri
Years of association with us:- Since 2015 (approx... 9 years)
Best thing about your advisor:-
- He is very professional about the subject.
- Provides services to his client in systematic manner.
- Always takes care of investment to grow confidence amongst each other.
- His prompt response to the queries are appreciable.
- He is proactively advising on the funds to be invested.
- Regular monitoring on the basis of growth and make changes in fund for making higher appreciation is very perfect.
- He develops confidence between clients by keeping transparency.
- I have never observed any wrong action and attitude.
How satisfied are you with advice & services & growth:-
- I am fully satisfied with his advice.
- The growth in my investment is substantial and commendable.
Harish Chandra Chakravarty
I am associated with you for more than 14 yrs.
I found you as a very good advisor in proper time and situations. I wish you continue the process in coming days.
I am fully satisfied as you are quite aware of your responsibilities. Thanks.
Debdulal Banerjee
Partners