WELCOME TO REALNET FINANCIAL SERVICES PRIVATE LIMITED
We are specialized in discovering the financial DNA of professionals/individuals like you. We are about a decade old organization and personal CFO’s to individuals, families and companies. Most clients initially took their finances very lightly, but now they have realised that they can’t work for a lifetime, but can surely put their money to work for their lifetime. We truly believe that everyone’s financial situation is unique, which requires a highly professional approach.Â
In India, we have the concept of having a family doctor, CA, lawyer, etc. However, people don’t have a financial coach. But now times have changed. People are keen on having a financial coach who can identify the gaps in their financial life and help them to fill those gaps with better strategy and best investment options. Such minor adjustments will surprisingly lead to major improvements in your financial life.
OUR STORY AND PURPOSE
At Realnet Financial Services Private Limited, we believe in the power of informed financial decisions. With years of expertise in the financial services sector, we’ve built a foundation that aims to guide our clients toward achieving their financial goals. Our mission is to empower individuals and businesses with knowledge and support, ensuring they feel confident in every step of their financial journey.
CULTIVATING GROWTH,
CREATING PROSPERITY
Realnet Financial Services Private Limited, we are committed to providing portfolio diversification with our comprehensive Mutual Fund and Financial Product capabilities that help you achieve financial independence.
Our experts work with you at every stage of financial growth. We recommend result-oriented investment and wealth creation solutions to improve your financial well-being. We focus on building wealth for yourself and creating a legacy for your loved ones to embrace for years.Â
At Realnet Financial Services, we strongly believe in the ulti-generational wealth concept and assist you in transferring your wealth to the next generation seamlessly.
*OUR SERVICES*
Need Assessment
Need Assessment helps identify your unique financial goals, lifestyle, and risk appetite to build a personalized plan. It ensures smarter decisions, better resource allocation, and a clear path toward lasting financial growth
Retierment Planning
Retirement planning is the process of setting financial goals and creating a strategy to save and invest money during your working years, ensuring you have sufficient resources to maintain your desired lifestyle after you stop working.
Cashflow Management
Smart cashflow management keeps your business running smoothly and fuels sustainable growth. Plan, track, and optimize your finances to secure long-term success.
Portfolio Management
Smart portfolio management helps you balance risk and growth, ensuring your money works harder for your future. It’s about building financial stability today while securing wealth for tomorrow.
Asset Allocation
Asset allocation is an investment strategy that involves dividing an investment portfolio among different asset categories, such as stocks (equities), bonds (fixed income), and cash/cash equivalents.
Children Education Fund
A Children's Education Fund is a dedicated pool of money set aside and invested specifically to cover the rising costs of a child's higher education, such as college or university tuition, both domestically and internationally.
*OUR PRODUCTS*
Mutual Funds
A mutual fund is a financial product that pools money from many investors to invest in a diversified portfolio of stocks, bonds, or other assets, which is managed by finance professionals.
Capital Market
Capital Market is the bridge between investors and opportunities, helping people grow wealth through shares, bonds, and investments that fuel economic growth and financial freedom.
Fixed Income
Fixed income is an asset class that provides investors with a regular, predictable stream of payments (interest or dividends) over a set period of time, with the principal amount returned at the end of the term (maturity).
Insurance
Secure your future with reliable insurance services designed to protect what matters most—your family, health, and assets—offering peace of mind every step of the way.
Real Estate
Real estate is property consisting of land and any permanent structures or improvements attached to it, whether natural (like water and minerals) or man-made (like buildings, roads, and utility systems).
Emergency Funding
Emergency funding generally refers to money set aside or obtained to cover unexpected, essential expenses or financial crises. It's a financial safety net designed to prevent individuals
At Realnet Financial Services Private Limited, we believe in the power of personalized financial strategies. With a rich history in the financial services sector, our mission is to guide clients through their financial journeys using innovative and data-driven solutions tailored to their unique needs.
Personalized Service
We take the time to understand your financial goals and provide tailored advice that fits your personal circumstances.
Your Financial Partner
Transforming Financial Futures with Insight and Innovation
LET'S CONNECT
Have questions or need assistance? We’re here to help! Fill out the form below to get in touch with us, and our team will respond promptly. Your inquiries are important to us, and we’re eager to support your financial journey.
FAQ'S
What services does Realnet Financial Services Private Limited offer?
We offer a wide range of financial solutions including mutual funds, SIP & SWP planning, goal-based investing, insurance, and wealth management to help you achieve your financial goals.
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How can I start investing in mutual funds?
You can start investing by contacting our relationship managers or by filling out the online investment form. We’ll help you choose the best mutual funds to invest in based on your risk profile and goals.
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What are Fixed Income Mutual Funds?
Fixed Income Mutual Funds invest primarily in bonds and debt instruments, providing stable returns and lower risk compared to equity funds. They are ideal for investors seeking regular income and capital preservation.
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What is the difference between SIP and SWP?
SIP (Systematic Investment Plan) – You invest a fixed amount regularly to build wealth over time.
SWP (Systematic Withdrawal Plan) – You withdraw a fixed amount regularly from your investment for steady income.
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How can goal planning help me invest better?
Goal planning allows you to define financial objectives (like buying a home, education, or retirement) and select the right investment options to achieve them effectively.
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What are small-cap, mid-cap, and large-cap mutual funds?
Small-cap funds: High-growth potential, higher risk.
Mid-cap funds: Balanced growth and stability.
Large-cap funds: Stable returns, lower risk.
We help you diversify across all three for the best balance of risk and reward.