The services we provide to our investors
Wealth Insight offers you a whole gamut of services to meet your Savings, Investment, Insurance and Taxation needs. In a word, we are your one-stop solution for investment planning services.
Mutual funds are financial instruments which invest in a portfolio of securities. These securities may be stocks, bonds, money market instruments, gold, silver and real estate investment trusts (REITs) etc. You can buy units of mutual funds; each unit represents a certain percentage of the ...Explore
Portfolio Management Services or PMS, is a service offered by the Portfolio Manager or an asset management company, is an investment portfolio in stocks, fixed income, debt, cash and other securities, managed by a professional fund manager that can potentially be tailored to meet...Explore
Life insurance is financial product that provides the policy holder financial protection in the event of an unfortunate death. Anyone who is working and has dependents like children, spouse, retired parents etc needs life insurance because an untimely death will deprive the family of income...Explore
Bonds are fixed income instruments which pay fixed rate of interest at regular intervals and the principal amount on maturity. Bonds as an asset class are very popular in the developed economies. However, the bond market in India has historically been relatively small. In more recent times ...Explore
Private Equity & Venture Funds
Private equity investment refers to investing in private limited companies i.e. companies that are not listed in stock exchanges. The investment tenure in private equity is usually quite long e.g. 5 to 10 years. The minimum investment in private equity is usually quite large. As an asset class,...Explore
One of our services is Strategic Consulting. We specialise in providing value-added services to MSMEs and SMEs, assisting them in achieving their Objectives and Key Results (OKR). We understand that these businesses require support in transforming their vision into actionable plans,...Explore
Top Performing Funds
We help you create, track and achieve your various life stage goals
Not to have control over your finances is like sailing in a rudderless ship. A rudder controls and gives direction to the ship, similarly investments with goal gives direction to your financial well-being.
How We Works in Your Best Interest
AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO
*Flexi Cap Category average returns for the last 10 year period (As on 08/06/2023)
We match your Investment Objectives with the right Model Portfolios
Aligning your Investments with your Risk Profile and Investment Tenure is the ideal way to achieve Investment Success. Explore our Model Portfolios and Choose the one that Suits you.
Higher equity allocations suits high risk takers with 10 yrs investment horizon.
High on debt, this portfolio is ideal for risk averse investors looking for superior returns over FDs.
I have been working with Wealth insight for more than 4 years - i started off with the objective of primarily consolidating my portfolio- slowly i started investing conservatively till I was fully comfortable with their modus operandi . Today they handle my entire portfolio . For me the game changer was the transparency , promptness and the professionalism of the entire team and Rohan . Now they are like my extended family all major decision are taken with their prior consultation.
As doctors we were pretty clueless about investments and never looked beyond bank fixed deposits. Wealth Insight was recommended to us by a close friend and thanks to Rohan it has been a very pleasant experience. What we particularly like is his patience to put up with our ignorance regarding investments and explain things in detail. He has also ensured that meetings happen on regular intervals and allowed us the time to think things through, never rushing anything. All relationships, even those that are purely financial are based on trust. With Wealth Insight we have been fortunate to have found a firm that we can trust and have disciplined and systematic investment mechanism to reach our life goals.
Dr. Ajay Shetty & Dr. Soumya shetty
Trust. Expertise. Efficiency. These are the three things an investor would look for in a Personal Investment Management partner. In my association with RB Wealth Insights, these are exactly what I have seen brought to bear. I also appreciate the collaborative approach to the engagement - balancing advice given v/s seeking for inputs from my perspective. I would recommend RB Wealth Insights unequivocally.
I am incredibly grateful for the exceptional portfolio management services provided by Wealth Insight and Dr. Rohan Bhate, the Co-founder. Their meticulous approach to wealth management has truly transformed my financial journey. Their ability to tailor strategies according to my risk tolerance and financial goals has been remarkable. Their insights into market trends and asset allocation have consistently yielded impressive returns. I have found their transparency and commitment to client education truly commendable, always ensuring I understand every aspect of my portfolio. With their guidance, I've achieved financial milestones I once deemed distant. Without a doubt, Wealth Insight and Dr. Rohan Bhate have my utmost trust and highest recommendation for anyone seeking top-notch wealth management expertise."
Mr Giridhar Pai & Mr Avinash PaiDubai
I am delighted to share my experience with Wealth Insight, a distinguished wealth management firm in Bangalore. Their portfolio management practices are truly exceptional, combining a deep understanding of market trends with a personalized approach. The team's meticulous research and insightful strategies have consistently led to outstanding results. Their commitment to risk management while seeking growth opportunities has instilled confidence in my investments. The transparency and clear communication from Wealth Insight have provided me with a sense of security and trust in their services. With their expert guidance, I have witnessed a well-balanced portfolio that aligns perfectly with my financial goals. I highly recommend Wealth Insight to anyone seeking a comprehensive and effective wealth management solution."