Smart Financial Solutions for a Secure Future
R G Financial Services offers expert guidance across Mutual Funds, Insurance (Life, Health & Vehicle), and Home Loans.
Build My Plan
Explore what Services we’re offering
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Invest Smarter, Right on Time
We use real-time data and behavior-driven pop-ups to guide you toward the smartest investment moves — just when it matters most. No guesswork. Just simple, timely nudges that make investing easy and rewarding.
Markets are at a discount. Start investing today.
Top fund up 4.5% this week — are you missing out?
Explore high-performing mutual funds now.
₹5,000 SIP can grow to ₹10 Lakhs in 10 yrs.
New SIPs Started Today: 147 Investors
Markets are at a discount. Start investing today.
Top fund up 4.5% this week — are you missing out?
Explore high-performing mutual funds now.
₹5,000 SIP can grow to ₹10 Lakhs in 10 yrs.
New SIPs Started Today: 147 Investors
Simplify Your Investment Journey
Your goals deserve more than guesswork. Let’s build a plan that fits you.
Just answer a few simple questions — what you’re investing for, how much you can set aside each month, and when you want to reach your goal. We’ll create a custom mutual fund plan tailored to your needs.
What’s your goal?
Direct vs Regular Investment:
Which is Right for You?
Understand the key differences, benefits, and how MFDs add value to your investments.
Direct Plans
- Investor manages everything on their own — from fund selection to portfolio review.
- Lower expense ratio (no distributor commission).
- Requires time, research, and confidence to manage on your own.
- One-size-fits-all — no tailored advice or adjustments.
- High chance of emotional decisions, panic exits, or inconsistency.
- Around 40% of retail mutual fund assets are via direct plans.
Regular Plans
- Full support from a qualified MFD — from fund selection to goal planning, rebalancing, and handholding.
- Slightly higher expense ratio (includes MFD commission), but often justified by better fund selection and goal alignment.
- MFDs handle documentation, tracking, and even KYC — saving time and effort.
- Investment is tailored based on goals, risk profile, and market conditions.
- MFDs help maintain discipline during market volatility and keep clients focused on goals.
- Nearly 60% of retail investors prefer Regular plans, showing trust in MFDs for expert guidance.
Smart Home Application
Manage Your Investments Anywhere
Frequently Asked Questions
Success Stories That Inspire
A small, consistent investment every month can grow steadily — or even exponentially over time. Compare popular investment options side by side and discover how the right choices can maximize your wealth and secure your financial future.
“Investing consistently changed my financial future. Parshwam Investment Services guided me every step of the way.”
Anonymous
Client
Returns That Make a Difference
With the same monthly amount, your money can grow slowly — or significantly.
Compare popular investment options side by side and see how much more you can earn by choosing wisely.
₹ 6,90,750
Saving Account
(with 3% return)
₹ 8,23,494
Fixed Deposit
(with 6% return)
₹ 9,74,828
Gold
(with 9% return)
₹ 13,93,286
Mutual Fund
(with 15% return)
" If you build a personalized plan with a certified Mutual Fund Distributor (MFD), your expected returns could reach up to 15% annually turning ₹5,000/month into nearly ₹13,93,286 in 10 years. "
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From personalized advice to smart tools, our team is ready to help you move forward with clarity and confidence.
Send Us Email
rgfins@gmail.com
Call for Inquiry
+919897324282
Visit Us
799, Kaulagarh Road, Rajendra Nagar, Dehradun 248001
