Ruchini Investments is an investments, financial planning and a tax advisory firm which engages specialized skills of professionally qualified and experienced persons, who are committed to add value for their clients.
The Pioneer of Ruchini Investments is Smt. Madhuben Hemani who has been carrying on the investment advisory business in her name for over two decades. Later, to bring about a multidisciplinary approach through high caliber and professional individuals, Ruchini Investments was established in the year 2006. On our advisory board are senior Chartered Accountant, Shri Kishorbhai Hemani and dynamic Chartered Accountant and CPA(US), Ms. Niyati Hemani.
OUR VISION Vision for Ruchini Investments is to be one of the Best Professional Investment Advisory Firm by:
a) Staying committed to excellence; b) Providing total customer satisfaction; c) Maintaining high standards of integrity and confidentiality; d) Bringing innovativeness and skill enhancement; and e) Being successful wealth creators for its Clients. OUR APPROACH 1. CUSTOMER SERVICE AND OUR RELATIONSHIP Our primary measure of success is customer satisfaction by providing continuous and seamless services. We believe client relationships are driven by two fundamental values. These are: a) Safeguarding and promoting the interest of clients within the overall business perspective; and b) The impeccable maintenance of confidentiality Hence, we first listen and understand our clients’ needs, aspirations, constraints and then respond by providing our clients with creative financial solutions to achieve their goals and realize their dreams. Our constant endeavour is to build on the ideas that are meaningful and effective in scaling business challenges, seizing available opportunities and serving the interests of the customer. Underlying the philosophy is our conviction in sound long-term, investment management principles with asset allocation at its core. We maintain the highest standards of integrity and confidentiality, to ensure transparency in all client dealings and proactively assess and service client needs. We build client relationship based on trust, respect and mutual understanding. Finally, our aim is not only to manage your finances but to walk with you throughout your financial journey to achieve all the big/small milestones which you have dreamt of to make your life financially prosper. 2. USE OF TECHNOLOGY We offer a comprehensive wealth management platform which consolidates entire wealth/portfolio information for an entire family/group. Our use of technology provides the below features and facilities through our website – www.ruchini.hemani.finance: a) Wealth management platform – It integrates all investments class like mutual funds, life insurance, general insurance, post office, fixed deposits, KVP, RBI Bond, Real Estate etc. b) Web-based platform – Further, clients can have access to their portfolio and reports anywhere and anytime through their online login details. c) Automated Alerts The clients shall get e-mail alerts viz. Monthly MF valuation alert, alert by target NAV / Valuation / Returns, Life / Vehicle / Health Insurance premium due alert, Policy / FD / PO maturity alerts etc. d) Tools & Calculators Various tools & calculators are provided to make wise investment decisions viz. Goals and SIP calculators, Fund performance comparisons, Survey for checking financial fitness and analysing the risk etc. e) Knowledge Updates – On our web portal, we provide up-to date expert news and articles on Economy, Market Outlook, Mutual Fund News, NRI News, World News etc. f) Videos and Online TV Links – Various market videos, daily market performance, access to CNBC TV Live and CNBC Awaz is provided so that the clients can watch the relevant market news online. g) Online Investment Links and Downloadable Forms – Online links to various AMCs are provided so that the investor can make transactions online. Further, softcopies of downloadable forms are provided for ease of service. We have endeavored to provide the best of technology available to the investor clients for making right investment decisions and tracking their portfolio. 3. RESEARCH ORIENTATION We carry out extensive research prior to suggesting finance and investment solutions to our clients. Further, as an investment awareness initiatives, we educate the clients through regular educational campaigns through email and meetings. 4. TEAM WORK AND TRANSPARENCY Further, we work in an open and a transparent culture. 5. OUR CREDENTIALS a) UTI Most Preferred Partner b) UTI Chairman club member 2006-07 c) UTI Regional club member 2008-09 d) UTI Star club member 2012-13 e) UTI Star club member 2013-14 f) UTI Star club member 2014-15 We warmly welcome you to experience with us our passion to excel and to serve.
