Rohin Gupta(A unit of Rohin Gupta)

At Rohin Gupta , we adopt a structured and disciplined mutual fund distributor approach and provide you portfolio solutions which meet your desired financial goals and milestones.

At Rohin Gupta , we offer you a complete range of solutions that complement our mutual fund distributor services. The range includes a combination of best of breed proprietary (third party) products. The approach is to recommend you product solutions within your overall asset allocation in a biased manner after evaluating all the options available in the market. Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals according to your specific needs and comfort levels.

Our estate planning, insurance, and wealth management expertise will put you in the best position to succeed while allowing you to maximize your time devoted to focusing on the pursuits that are most important to you.

Our Customer Satisfaction

In today’s time, we are managing more than 100crores of financial portfolio of the investors in Jammu & Kashmir with more than 1500 clients and 10 institutions and we deliver with maximum Customer satisfaction. We are working since 2010 and till date we are delivering the best possible returns to our investors with minimum margin of 3-4% from our financial advisors. The reason behind our success is our team members and our quality service. We have provided tailor made services to the investors modified according to their requirements. The strength of our company is to work in a professional manner and deliver the client the best quality service. We are a customer oriented company whose main focus is on Customer Growth and Returns.

How we are Different from others?

Whenever we talk about a Financial Advisor, we only think an insurance agent or a Mutual Funds agent. But we don’t work as a Mutual Funds Agent instead we are Financial Advisors who provide tailor made financial services whether according to client’s Time Horizon, Goals and Expected Returns on Investments. We also track the investment and manage funds from time to time to give the investors 100% quality work. We also update the investors about various types of investments instruments which can give them more than expected returns. Our main motive is to generate more than expected return on investments with liquidity & tax efficiency. We are very much confident that we can deliver the best service and returns to the investors.