Rakshati Finserv runs your financial function end to end. We hold the relationships with banks, insurers and lenders, structure every solution, and keep insurance and funding standing behind you — so you make one call instead of running a market.
Holding relationships with banks, lenders and insurers, structuring cover, watching liquidity — done well, it takes a team. We are that team, accountable for the outcome, so your people stay focused on the business.
A line of credit, working capital, the right cover, or a whole financial problem — bring it to your desk in plain terms.
We hold the relationships, structure the solution and handle the paperwork end to end — accountable for getting it done.
One solution, one relationship, insurance and funding standing behind you — and a team that owns the result.
We are dedicated to empowering our clients to achieve financial success and security — creating opportunities, mitigating risks, and building a strong foundation for your financial future.
Solutions built around your unique needs. We manage your wealth and plan your finances with a genuinely personalized approach — never off-the-shelf.
Take control with user-friendly access to your accounts and investments. Stay informed and make smart decisions with ease and full transparency.
Our experts provide professional mentorship across investment, retirement planning and risk management — helping you reach your goals with confidence.
From growing your portfolio to protecting your family and funding your next opportunity, we bring the full spectrum of financial services under one trusted roof.
Expert, conflict-free advice that aligns every financial decision with your long-term objectives and risk appetite.
Learn moreTailored strategies across mutual funds, equity and debt — matched to your goals and risk tolerance for personalized growth.
Learn morePersonalized strategies — including generation-wealth planning — so you enjoy a comfortable, financially stable retirement.
Learn moreCustomized risk solutions for enterprises, including insurance and structured assessments that protect operations and balance sheets.
Learn morePersonalized insurance coverage that secures your family and personal assets against life's uncertainties.
Learn moreCustomized credit options that support your financial growth and unlock new opportunities when you need them.
Learn moreA two-stage partnership: first we consolidate every financial requirement you have, then we step in to operate and protect your business — so growth never stalls for want of funding or cover.
You tell us the problem or requirement. We consolidate the entire market so you never chase a bank, NBFC, fintech or insurer again.
We manage your supply chain on a risk-management platform with complete insurance behind it. Any unforeseen physical or financial event is settled through cover, and funding keeps liquidity flowing — so your business never stops. Over time, we hand the controls to your own management.
Our dedicated Insurance Surety Bond portal places bid, performance, advance-payment and retention bonds across a panel of insurers — so collateral stays in your business and bonds get bound in days.
Every business burns weeks just identifying the right vendor — a bank, an NBFC, an insurer — before any work even starts. Rakshati closes that gap. Founded in 2022, we're the first initiative to bring financial solutions and surety bonds together under one desk — so collateral stops sitting locked as working capital, and your business keeps moving instead of chasing the market.
Eight years of hands-on experience across all three financial domains — insurance, credit, and investment. Rakshati is built on that ground-level experience: the first initiative to bring financial solutions and surety bonds under one desk, so businesses stop losing weeks to vendor hunts and stop blocking working capital as collateral.
We focus on the intrinsic factors that enhance a company's long-term worth — ensuring sustainable growth and significant returns over time.
We analyze how a company generates revenue through a full 360-degree framework, so every investment decision is genuinely informed.
We favour steady-growth companies with consistent performance improvements — the foundation of long-term financial success.
We carefully assess and mitigate potential risks at every step, balancing growth ambitions with the stability our clients depend on.
Track funding, manage every policy, monitor supply-chain risk and get tailored advice with instant alerts — your whole financial life, in one place.
Funding, investments and cover in one real-time view.
See cash flow and milestones before they bite.
Flag exposures early and act before they hit.
Guidance matched to your business and life stage.
Draw working capital the moment you need it.
Every policy and claim, organised and a tap away.
Financial success is about expertly navigating challenges with informed decisions and our tailored solutions.
Tell us about your goals and a Rakshati Finserv advisor will reach out to build a plan around your unique needs. Already a client? Sign in to your portal.
