Mutual Funds

Bonds

Portfolio Management Services

Fixed Deposits

Equity

Alternative Investment Funds

Also, we provide you Estate and Multigenerational Planning Services, which involves creation of a strategic framework to manage and distribute your assets across generations while minimizing taxes and preserving wealth.

Our goal through provision of this service is to ensure that your financial resources, properties, and investments are effectively transferred to heirs in accordance with the individual’s wishes.

At Richi Loans Investments we also present to you Philanthropic Strategies Planning and Implementation. Typically, involving designing and executing effective giving programs to achieve meaningful social impact while aligning with personal or organizational values. The intention is to combine a strategic approach to charitable contributions with a focus on sustainability, accountability, and long-term results.

Finally, we also bring to you Taxation Advisory that provides you with expert guidance on navigating complex tax regulations to ensure compliance while optimizing tax liabilities.

We specifically curate this service to help individuals, businesses, and organizations develop effective strategies to manage taxes efficiently and align with their financial goals.