Rishabh Finvest was established in 1999 and is led by Chandrakant Sharma, who brings over two decades of corporate experience in finance, taxation, and accounting. In 2021, he transitioned fully into Rishabh Finvest, focusing on helping individuals and families invest wisely, manage their finances prudently, and plan their future with confidence.

We serve a diverse clientele, including individuals, High Net Worth Individuals (HNIs), and institutional clients, providing access to a comprehensive range of financial products and services through leading mutual fund houses, portfolio managers, and insurance companies.

At Rishabh Finvest, we are:

1. AMFI-registered Mutual Fund Distributors
2. Licensed insurance consultants under IRDAI guidelines
3. Qualified and authorized to distribute Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) in accordance with SEBI regulations

In addition to our investment distribution services, we assist clients with:

1. Taxation matters, including Income Tax and GST compliance
2. Estate planning support, including will writing and advisory
3. Documentation and transaction facilitation to ensure smooth processes

Our approach is client-centric, disciplined, and tailored to each individual’s goals, risk appetite, and financial situation. We work closely with our clients to understand their needs and guide them in selecting suitable financial products and solutions.

We emphasize that we do not provide investment advisory services as defined under SEBI (Investment Advisers) Regulations, 2013, and operate as a compliant distributor and advisor in the domains of taxation and estate planning.

We are supported by an experienced team that ensures seamless client onboarding and efficient day-to-day operations, backed by a well-established office infrastructure. Our clients also benefit from our technology-enabled services, including mobile apps and online portals that provide transparency and convenience in tracking and managing their investments.

At Rishabh Finvest, our core purpose is clear:

To help clients save better, invest smarter, plan responsibly, and enjoy a financially secure and dignified life — “Let’s Grow Together.”