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Got the first job ? Why not plan to become a Crorepati !

A monthly SIP of just Rs 15,000 from age 25 can get you Rs 5 Crores when you turn 50

Plan Your SIP

Did you know that your Current Monthly Expenses of Rs 1 Lakh would be Rs 5.75 Lakhs when you Retire?

We help you in planning your Retirement by accounting inflation, current lifestyle and ever increasing medical expenses. Retirement is not about just managing expenses but also about enjoying your Sunset Years!

Plan Your Retirement

*Current age 30 years, retirement at age 60 years. Inflation accounted as 6%

Are you looking for specialized services that helps businesses make informed financial decisions and improve financial performance?

We offer one-stop services for Corporates, like Financial Consulting, Debt Syndication, Merger & Valuations, tax Consulting and Virtual CFO Services etc.

Plan Strategic Consulting

Looking to earn both from a single Investment - Profit on Investments and also the gains from Currency Appreciation?

In an increasingly interconnected world, investing in global funds has become a compelling option for Indian investors seeking diversification and exposure to international markets. We help in that !

Plan For Global Investing

Realising your Child's Higher Education Goal is a wise decision & a loving choice.

A Rs 25,000 monthly SIP with 10% annual top up, started when the child is born, can get you
Rs 3.60 Crores when the child is 18! - Mutual Funds can help!

Plan Your Child Education

* returns assume at 12 % per annum from equity mutual fund

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.

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.

Dream Home
Retirement
Emergency
Wealth Creation
Child's Education
Childs Wedding

How We Works in Your Best Interest

Monthly Investment

AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO

Savings Bank

Rs 22.36L

@3%

Fixed Deposit

Rs 22.36L

@6%

Gold

Rs 22.36L

@9%

Sensex

Rs 22.36L

@13%

Mutual Funds

Rs 22.36L

@15%

*Flexi Cap Category average returns for the last 10 year period (As on 08/06/2023)

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Total Growth with out step up

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Total Growth with step up

WHAT MAKES YOUR SIPS GROW EVEN MORE

We help you set up Step-up SIP in line with your rising income.

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Amount Invested

with out step up

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Amount Invested

with step up

Explore more

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.

Aggressive Investor

Higher equity allocations suits high risk takers with 10 yrs investment horizon.
Conservative Investor

High on debt, this portfolio is ideal for risk averse investors looking for superior returns over FDs.
Moderate Investor

A Hybrid portfolio is ideal for Moderate investor as volatility is limited.
Moderately Conservative Investor

Higher equity allocations suits high risk takers with 10 yrs investment horizon.
Moderately Aggressive Investor

Higher equity + moderate debt allocation ensures moderate return and less volatility.

Testimonial

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.

Shalini Jacob

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.

Suresh K

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 Pai
Dubai

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."

Mr Dinesh Dhingra. CEO - Jashanmal Group
UAE

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