Navigating Your Wealth Journey With Discipline & Clarity

Personalized portfolio distribution and financial consultancy across Mutual Funds, PMS, AIF, and Specialized Investment Funds (SIF).

The Raunak Roongta Advantage

Why Investor Choose Us

Long-Term Client Satisfaction
01

Long-Term Client Satisfaction

Relationship-Centric Approach
02

Relationship-Centric Approach

Portfolio as per risk profile
03

Investor-Centric Approach

Adaptable Market Strategies
04

Disciplined Long-Term Approach

Our Core Values

Pillars of Our Financial Commitment

Building every relationship with unwavering integrity, discipline, and an uncompromising focus on investor interests.

Trust

Built over decades of lasting relationships.

01 / RELIABILITY

Transparency

Clear, honest communication at every step.

02 / CLARITY

Consistency

Supporting investors through every market cycle.

03 / STABILITY

Accessibility

Dedicated assistance whenever you need it.

04 / SUPPORT

Long-Term

Focusing on disciplined investing over short-term noise.

05 / DISCIPLINE
OUR INVESTMENT SOLUTIONS

Built to Simplify Your
Investing Experience.

Mutual Fund Distribution

Gain access to a wide range of professionally managed mutual funds across asset classes

Learn More

Portfolio Management (PMS)

Alternative Investments (AIF)

Specialised Investment Fund (SIF)

Raunak Roongta Financial Services LLP, we believe that a strong investment experience is built on trust, transparency, and consistent support. Our focus is on making every interaction simple, seamless, and reliable for our investors.

Financial Strategy & Services

Simplifying Finance,
Building Trust.

We believe a great investment experience is built on trust, transparency, and consistent support. Our focus is on delivering dependable investor servicing and long-term relationships.

1,000+ Cr

Assets Under Management

15+

Years of Collective Experience of Partners

2,500+

Families Managed

Got Questions?

Frequently Asked Questions

Find quick answers regarding our services, onboarding process, and security standards.

What services do you offer?
We offer distribution services for Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Specialized Investment Funds (SIF), along with ongoing investor support.
How do I get started?
Getting started is simple. You can contact us through our website, phone, email or social handles. Our team will assist you with the onboarding process and guide you through the next steps.
Will I receive support after I invest?
Yes. We provide ongoing investor support, including assistance with transactions, account updates, KYC-related guidance, nomination updates, statements, and other servicing requirements.
Is there a minimum investment amount?
The minimum investment amount varies depending on the investment product and the respective issuer’s requirements. Our team will be happy to guide you based on your requirements.
How do you keep my information secure?
We are committed to maintaining the confidentiality of your personal information and follow appropriate processes to help protect the information shared with us.