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.