RM Funds & Investments is a trusted financial services firm with over a decade of experience in helping individuals and families achieve their financial goals. Since its inception, we have been committed to providing unbiased, research-backed investment guidance across a wide range of financial products-including mutual funds, insurance planning, retirement solutions, tax-saving strategies, and long-term wealth creation plans.
With a client-first approach, we have successfully guided hundreds of investors toward financial stability and growth. Whether you're just starting your investment journey or looking to optimize your existing portfolio, we offer reliable guidance personalized to your needs and life goals.
About us
" I have a long relationship with RM Funds and Investments. I found them very fair, and suggestions are always beneficial to the customers. The relation with customer is always preferred over investments. I shall be always thankful to them for right suggestions on right time. Wish him all the best."
"Most people don't think about their retirement life, and very few receive proper advice on investing for their family's future. The entire working life is spent fulfilling one need after another-buying a home, a vehicle, paying for kids' education, and so on. After that It's important to seek advice from honest professionals when it comes to financial planning-someone who can provide reliable and hassle-free guidance.
In my case, around 15 years ago, I met Mr. Rakesh Mishra from RM Funds & Investments. He gave me valuable advice without charging any consultation fee. Today, thanks to his guidance, my family and I are financially secure and very happy. "
"I am an investor with RM Funds & Investments for the past 10 years, and I'm happy to say that your services and advices have always been timely and extremely helpful. As a satisfied client, I highly recommend RM Funds as a reliable and trustworthy financial service provider-perfect for anyone seeking financial security, excellent service, and peace of mind."
"What I appreciate most about RM Funds & Investments is their personalized approach. They took the time to understand my specific financial situation and goals - from saving for my child's higher education to planning for my retirement. Their advice always feels personalized and relevant. It's been a fruitful partnership of over a decade."
"I have been associated with RM Funds for the past 5 to 6 years, beginning with insurance plans. Over the years, we have consistently received timely and valuable guidance-especially during new market opportunities or challenging situations. Remarkably, you've always reached out even before we thought of calling you. "
We truly appreciate your sincere assistance, particularly during the critical moments of SIP withdrawals, which you handled with such care and precision.
We are genuinely grateful for your support, and have happily recommended your services to our friends and family.
Wish you all the best for all your future growth.
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