Ragaas Finserve operates with a client-first approach, blending extensive expertise with a personalized touch. Our founder, Santosh Karthik, holds advanced qualifications, including an MBA in Marketing and a B.Tech in Dairy Science, coupled with a deep understanding of the financial landscape. As an Artha Mitra – a trusted financial guide – Santosh Karthik and the team at Ragaas Finserve are committed to building lasting relationships with our clients, based on trust, transparency, and mutual respect.

Our Services

We offer a comprehensive suite of financial products and services designed to support various aspects of your financial journey:

Financial Goal Planning: Every successful financial plan begins with a clear set of goals. Whether you’re planning for a secure retirement, funding your child’s education, or building wealth, our team will work with you to define, prioritize, and create a roadmap for reaching these milestones.

Risk Management: Protecting your financial well-being is essential. Ragaas Finserve specializes in Life, Health, and Motor Insurance products, ensuring that you and your loved ones are safeguarded against life’s unexpected events.

Asset Allocation & Investment Planning: Our investment strategy is focused on balancing risk and reward based on your risk tolerance, financial goals, and timeline. We offer a diverse range of investment options, including Mutual Funds, Fixed Deposits, Government Bonds, and Corporate Bonds.

Retirement Solutions: Ensuring a comfortable and financially secure retirement is central to our planning services. We guide you through strategies that enable you to enjoy peace of mind during your retirement years, with consistent income streams and a sustainable approach to wealth management.

Our Process

At Ragaas Finserve, we follow a well-structured process that includes risk assessment, goal planning, and asset allocation. By conducting an in-depth analysis of each client’s financial situation, we tailor our recommendations to suit your unique needs and aspirations. This approach not only enhances financial security but also empowers clients with the knowledge and tools necessary to make informed decisions.