About Us

Welcome To RASTOGI WEALTH

Founded in 1989, Rastogi Wealth has evolved into a premier distributor of financial products. With over three and a half decades of expertise, we are committed to delivering exceptional financial solutions tailored to meet the diverse needs of our clients. Our management team, composed of seasoned professionals with extensive experience in financial products distribution, drives our success.

We aim to establish Rastogi Wealth as a globally esteemed financial services provider, known for our holistic and client-centric approach.

Our Services

Financial Planning

Financial planning is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict

Portfolio Review

We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.

Retirement Planning

We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal

Portfolio Restructuring

Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment

Goal-Based Planning

Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.

Tax Planning

Tax planning is the process of analysing a financial plan or a situation from a tax perspective.

Some Facts

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Years Of
Expereience

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Satisfied
Clients

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Cr
Of Treasury Managed

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Crore
Live SIP Value

Why Us

Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...

Client Centric Approach

All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendation process.

Rich Product Basket

Focus on Customer Satisfaction

Value Added Services

Right Experience & Skills

Driven by Passion

Our Team Members

Founder:
	Mr. MANISH RASTOGI
	With more than 35 years of expertise in the financial services sector, Mr. Manish Rastogi is not only a Certified ARN Holder from AMFI but also a widely recognized figure for his outstanding contributions to the industry. Over the course of his career, he has garnered over 100 prestigious awards from renowned institutions, solidifying his reputation as one of the top financial advisors in India. His awards span various categories, reflecting his versatility, deep industry knowledge, and commitment to excellence in financial services, investment advisory, and client relationship management. At the heart of his success are three guiding principles - Conviction, Communication, and Commitment - which have played a crucial role in building enduring relationships with clients and ensuring sustained success. These principles not only define his approach to financial advisory but also reflect his core values in client interactions.