aboutus
About Us

Building Trust Through Smart Financial Planning

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

Why R B Portofolios

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.

Our Team

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