Investment Advisor · Pune
AMFI-Registered Mutual Fund Distributor & Investment Advisor
Ashutosh Rai is the founder of RaiFinServ — a Pune-based financial advisory practice built on one principle: every client deserves a real person in their corner, not an algorithm.
As an AMFI-registered mutual fund distributor, Ashutosh helps families, salaried professionals, and business owners in Pune navigate the full spectrum of personal finance — from starting their first SIP to planning for retirement, children's education, and protection against health emergencies.
RaiFinServ is backed by regulated distribution platforms including ZFunds, Nuvama, Nivesh, and Samavesh — giving clients access to best-in-class financial products with full transparency on fees and recommendations.
What we do
Personalised fund selection across equity, debt, hybrid, ELSS, and liquid categories — aligned to your goals, not to commission rates.
Systematic Investment Plans starting from ₹500/month. Goal-based SIP allocation for wealth creation, retirement, education, and tax saving.
Expert evaluation of health insurance plans — room rent limits, co-pay, waiting periods, and network hospitals — for individuals and families in Pune.
Holistic portfolio design across equity, fixed income, and alternatives. Risk-first allocation with regular rebalancing and plain-language reviews.
Guidance on current and upcoming IPOs — whether to apply, at what price, and how it fits your existing portfolio.
Section 80C optimisation using ELSS, PPF, and NPS. LTCG harvesting and tax-efficient fund selection for high-income investors.
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