Our Story
Our Story
Rakhecha Finserv has been helping individuals and corporates manage and grow their wealth for nearly a decade. With over 200 Crore in Assets Under Management (AUM), we specialize in providing the best risk-adjusted returns for our clients.
Starting as a mutual fund distributor, we have diversified our offerings to include a wide range of asset classes, detailed in our list of services. As a long-term oriented wealth management firm, we prioritize financial success over short-term gains.
Founded by two brothers with MBA degrees, Rakhecha Finserv aspires to become one of India's leading wealth management firms. Their expertise allows them to thoroughly evaluate and recommend the best funds, ensuring an excellent client experience.
At Rakhecha Finserv, we provide tailored solutions because we understand that investments, like clothes, do not fit the same for everyone.
Client satisfaction is our priority, as we believe that exceptional client experiences are the key to our success and growth through referrals.
Our Mission
To simplify complex wealth management by delivering research-driven asset allocation, proactive portfolio adaptation, and transparent client education. We commit to maximizing risk-adjusted returns while fostering a resilient community of informed, financially independent investors.
Our Vision
To be the most trusted and preferred financial growth partner, empowering families, entrepreneurs, and professionals to achieve lifelong financial security through data-backed, tailored wealth strategies.
Our Leadership
Dev Piyush Rakhecha
Managing Partner & Chief Investment Officer
MBA, IIM Ranchi
Nidhhi Rakhecha
Co-Founder, Head of Investment Banking
MBA, IIM Calcutta
Nitish Rakhecha
Wealth Management Specialist, Unlisted Shares & HNI Advisory
MBA, NMIMS Mumbai
Megha Rakhecha
Head of Insurance
Lady Shriram College, Delhi
Industry Recognition
Top 100 Financial Advisors
2023The Economic Times
Recognized for excellence in strategic wealth management and portfolio advisory.
80% of Excellence
2023PL Capital
Honored for maintaining exceptional standards of client service and market integrity.
Best Boutique Advisory
2023Edelweiss
Awarded for bespoke investment solutions and meticulous financial stewardship.
Emerging Wealth Manager of the Year
2024CNBC-TV18
Recognized for rapid, disciplined growth in assets under advisory and client trust.
Excellence in Client Advisory
2024Outlook Money
Honored for transparent, education-first engagement with retail and HNI clients alike.
Top Regional Mutual Fund Distributor
2024AMFI
Recognized for consistent, compliant, investor-first mutual fund distribution practices.
Top 100 Financial Advisors
2023The Economic Times
Recognized for excellence in strategic wealth management and portfolio advisory.
80% of Excellence
2023PL Capital
Honored for maintaining exceptional standards of client service and market integrity.
Best Boutique Advisory
2023Edelweiss
Awarded for bespoke investment solutions and meticulous financial stewardship.
Emerging Wealth Manager of the Year
2024CNBC-TV18
Recognized for rapid, disciplined growth in assets under advisory and client trust.
Excellence in Client Advisory
2024Outlook Money
Honored for transparent, education-first engagement with retail and HNI clients alike.
Top Regional Mutual Fund Distributor
2024AMFI
Recognized for consistent, compliant, investor-first mutual fund distribution practices.
News Mentions
Vision Loss to Visionary: Piyush Rakhecha's Inspiring Career in Finance Triumphing Odds
Read more arrow_forwardMeet visually challenged MFD who held a knowledge session for over 200 special individuals
Read more arrow_forwardRising medical costs? Here's how people with disabilities can build a strong financial safety net
Read more arrow_forwardAIF returns explained: Why high alpha may exist on paper, not in cash returned to investors
Read more arrow_forwardVision Loss to Visionary: Piyush Rakhecha's Inspiring Career in Finance Triumphing Odds
Read more arrow_forwardMeet visually challenged MFD who held a knowledge session for over 200 special individuals
Read more arrow_forwardRising medical costs? Here's how people with disabilities can build a strong financial safety net
Read more arrow_forwardAIF returns explained: Why high alpha may exist on paper, not in cash returned to investors
Read more arrow_forwardWant to Know More?
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