Who We Are

5 +

Years of
Experience

85 +

Crores of Assets Under Management

A few words about us

Rishta Capital is an independent financial planning and wealth management firm with a wide range of offerings to customers including:

Mutual Funds Insurance - Health, Life & Savings Loans Portfolio Management Services (PMS) Deposit Schemes

We are a SEBI and AMFI Certified service provider with a track record of more than 15+ years in the industry assisting individuals and corporates towards financial freedom

Expert Recommendation

We provide expert recommendations to help you make smart, informed investment decisions. With strategies tailored to your goals, we ensure maximum returns and minimized risks. Trust us to guide your financial journey toward growth and success.
  • Invest smart, grow steady
  • Your wealth, expertly managed
  • Diversify with mutual funds
  • Secure your future today

Paperless & Flexible

Start investing in less than 5 minutes in a completely paperless manner. Invest onetime or setup monthly (SIP) contributions for your portfolios.
  • Invest Smart, Paperless & Quick
  • 5-Minute Investing Made Easy
  • Flexible Portfolios, Zero Paperwork
  • Start Your SIP Journey Today

Safe & Secure

Your money is transferred directly to the AMCs without ever coming to Rishta Capital bank account. We employ bank grade security to protect your personal information.
  • Your Money, Safely Invested Directly
  • Bank-Grade Security, Seamless Transfers
  • Invest Directly, Securely, Transparently
  • Your Trust, Our Top Priority

About Us

Expert Investing and Beyond

Our Vision:  To become the leading wealth management and financial firm in south india by providing a wide array of financial investment solutions to individuals and corporates, improving their financial health and helping them achieve their financial goals.
Our Mission:  To provide financial solution to individuals and corporates without any bias and ensuring their financial success.
Our Products and Services
  • Mutual Funds
  • Insurance- Life, Health and General
  • Loans- Personal, Housing and Mortgage
  • Fixed Deposits
  • Private Wealth Management
  • Wealth Solutions- Marriage, Kids Education and Retirement Planning
  • Portfolio Management Services (PMS)
  • Private Equity
  • National Pension Scheme (NPS)
  • Tax planning
Rishta capital
Our Benefits
  • No Hidden Charges
  • 100% Safe and Online Investing
  • BSE Integrated Payment Gateways for Maximum Guarantee
  • Data Integrations with CAMS and Karvy Registrars
  • Online Web Portal and Portfolio Access
  • Consolidated Portfolio Statements
  • Capital Gain Statements
  • ECS/Due/Premium- Periodical Reminders
  • State-of-Art Mailback and Messaging Services
  • Independent Research and Market Review
  • Complete Portfolio Review(CPR) every Quarter at door step
  • Dedicated and Qualified Relationship Manager

our Journey

We make your financial dreams come true

Strategic Solutions

Empowering your financial growth with forward-thinking strategies.

Investment Solutions

Pioneering online investment platforms that have evolved with market needs.

Unmatched Security

Streamlined data integration with leading financial service providers like CAMS and Karvy for easy portfolio tracking.

24/7 Online Access

Experience 24/7 online access to personalized wealth management solutions.

Personalized Support

Dedicated relationship managers offering bespoke advice, making each investment journey unique.

Informed Decisions

Access to expert market research and quarterly portfolio reviews for better financial decision-making.

Portfolio Management

Streamlined data integration with leading financial service providers like CAMS and Karvy for easy portfolio tracking.

The Best Investment Advisers

Rishta Capital

Expert Investing and Beyond

Wealth Management with Rishta Capital

100 %

Safe &
secure

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