rb--named
previous arrow
next arrow
Top-Up Plans vs. Increasing Base Cover – Your Guide

Top-Up Plans vs. Increasing Base Cover – Your Guide

Navigating the Health Insurance Maze: Top-Up Plans vs. Increasing Your Base Cover In today's rapidly escalating healthcare landscape, having adequate health insurance isn't just a recommendation – it's a necessity. But as medical costs soar, many families find...

Top-Up Plans vs. Increasing Base Cover – Your Guide

Top-Up Plans vs. Increasing Base Cover – Your Guide

Navigating the Health Insurance Maze: Top-Up Plans vs. Increasing Your Base Cover In today's rapidly escalating healthcare landscape, having adequate health insurance isn't just a recommendation – it's a necessity. But as medical costs soar, many families find...

Top-Up Plans vs. Increasing Base Cover – Your Guide

Top-Up Plans vs. Increasing Base Cover – Your Guide

Navigating the Health Insurance Maze: Top-Up Plans vs. Increasing Your Base Cover In today's rapidly escalating healthcare landscape, having adequate health insurance isn't just a recommendation – it's a necessity. But as medical costs soar, many families find...

450+ customers trust RB Portfolios. Here's why.

Services

We are dedicated to securing your financial future through expert guidance in mutual funds and comprehensive insurance solutions. As a certified distributor partnering with leading Asset Management Companies and insurers, we provide personalised wealth creation strategies and robust protection plans tailored to your unique life goals. Whether you are planning for retirement, child education, or family security, our commitment is to offer transparent, research-backed advice to help you build a prosperous tomorrow.

Why should I choose RB Portfolios for my investments?

We act as your dedicated financial bridge. Unlike automated platforms, we provide personalized guidance. We analyze your financial goals—whether it’s retirement, buying a home, or tax saving—and curate a portfolio of top-performing Mutual Funds and Insurance plans that align specifically with your risk appetite and timeline.

Is my money safe with RB Portfolios?
Absolutely. As a certified distributor, we facilitate your investments, but your money is handled directly by the regulatory-approved Asset Management Companies (AMCs) and Insurance Providers. We do not hold your funds; we ensure they are invested correctly in your name with trusted institutions.
How do I start investing in Mutual Funds with you?
Getting started is simple. You will need to complete a one-time KYC (Know Your Customer) process. Once done, we can set up a SIP (Systematic Investment Plan) for as low as ₹500/month or help you make a lump sum investment. Contact us and our team will handle the paperwork for you.
Do you help with Insurance Claim settlements?
Yes, this is one of our key value additions. In the unfortunate event of a claim, you don’t have to deal with the insurance company alone. We assist you with the documentation and follow-up process to ensure your claim is settled smoothly and quickly.
What type of insurance plans do you offer?
We offer a comprehensive range of insurance products, including Term Life Insurance for family protection, Health Insurance (Mediclaim) for medical emergencies, and Motor/General Insurance. We help you compare policies to find the best coverage at the most affordable premiums.

Why R B Portofolios

Our approach to financial planning sets us apart from the competition and delivers real value to our clients.

Customer Centric

Customer-centric means prioritizing client needs, delivering personalized solutions, and ensuring long-term satisfaction.

Goal Based Approach

Goal-Based Approach focuses on tailored financial strategies to achieve specific life and investment objectives.

Holistic Philosophy

Holistic Philosophy integrates all aspects of finance to create balanced, long-term wealth and well-being.

Personalised Planning

Personalised Planning designs tailored financial strategies to match individual goals, needs, and life stages.

Dedicated Team

Professional Individuals

Rajesh Bhardwaj

Founder & Principal Wealth Manager

Karthik Iyer

Senior Investment Analyst

Priya Sharma

Head of Client Relations & Insurance

Amit Verma

Financial Planner & Mutual Fund Specialist