FundsGrip is a Financial Advisory services of Mutual Funds registered Distributor with AMFI, which had been providing similar services for over 21 years, to the satisfaction of its clients. FundsGrip offers a wide array of products and services, including integrated Financial planning,  Wealth management, Tax Consulting services , Insurance & Mutual Fund. Rajeev Bharti serves over 3000 Plus clients, high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized Services to Individuals. “Maximizing Wealth” is the first and foremost motive of us.

Our services are individually designed to meet clients’ needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios ,  offer a comprehensive selection of investment alternatives that will suit their Financial goals.

Our Vision

1. To build "FundsGrip"  as a  trusted brand in the Financial Services .
2. Together, we will work to create a financial roadmap that gives you confidence and peace of mind about your future.
3. In addition to investing, we will also consider other areas of your financial life, such as retirement planning, medical emergecies tax strategies.
4. As part of my services, I will also monitor and analyze market trends to identify opportunities and potential risks that may affect your investments.
5. One of the key components of your financial plan will be your investment portfolio. I will work with you to create a diversified portfolio that aligns with your risk tolerance and long-term objectives.
6. Developing, encouraging, and rewarding superior performance of our employees.

Our Mission & Commitment

1. To provide a wide range of products and services in the field of Financial Services Segment with a commitment to:
2. As your financial advisor, I am committed to providing transparent and honest advice and keeping your best interests in mind at all times.
3. I am always available to answer your questions and address any concerns you may have about your financial plan or investment portfolio.
4. As your financial advisor, my primary goal is to help you achieve your financial goals and objectives.
5. Committed also that regularly review your financial plan and make adjustments as needed to ensure you stay on track to meet your goals.   
6. To do that, we will work together to develop a personalized financial plan based on your unique needs and circumstances.

Finally, I want to emphasize that financial planning is a collaborative process, and your input and feedback are critical to the success of our partnership.