About us

Our Story

Rajvi Investments, founded in 2014, has proudly served 1200 satisfied families as on date. Our mission is to help you achieve your financial goals through smart and effective investment planning.

We hold certifications as, Mutual Fund Distributors, PMS Distributors and Insurance Advisors recognized by prestigious institutions like the NSE (National Stock Exchange), AMFI (Association of Mutual Fund of India) and IRDA (Insurance Regulatory and Development Authority of India) . Our team consists of highly qualified and experienced financial advisors who are here to assist you.

We leverage our extensive knowledge of insurance, tax laws, and mutual fund investments to recommend investment options tailored to your long-term and short-term objectives. Our primary focus is on providing fast-track financial solutions that lead to a secure retirement and a brighter future.

At Rajvi Investments, we're committed to your financial well-being and are ready to guide you on the path to financial success.

Skill Strength

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Satisfied Clients

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Lakhs AUM Including PMS

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Years of Experience

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Awards

Why Us

Our Vision is to provide the most ideal solutions in wealth building for our clients’ overall financial well-being. It is our mission to reach a maximum number of clients and make a positive, worthwhile impact in their lives and help them fulfil their responsibilities and financial needs in life.

Our Mission is to provide our clients with the best guidance in wealth building. We are driven to provide clients with simple, unbiased, and uncluttered guidance that adds value to their quality of life and results in actionable solutions.

Our core purpose is to provide financial guidance & thereby help people enjoy a secure retirement life.

Client Centric Approach

Nothing influences and concerns us more than your long-term interests. Hence, we have designed everything possible to match your needs and ensure that you benefit first and the most.

Rich Product Basket

Value Addition

Experience

Our Team

Ms. Vijeta Pawan Daga

Founder and CEO

At Rajvi Investments, our founder and CEO, Mrs. Vijeta Daga, also serves as our National Sales Head. With over 12 years of rich experience in the financial services industry, Ms. Vijeta Daga brings a wealth of knowledge and expertise to our team.

CA Pawan Daga

Financial Guidance

We are privileged to receive valuable financial guidance from CA Pawan Daga, husband of Mrs. Vijeta Daga. CA Pawan Daga, a Chartered Accountant by profession, is renowned for his profound expertise in the financial services industry.

Mr. Lalit Sharma

Head of Operations

Mr. Lalit Sharma has been an integral part of our team for the past four years, serving as our Head of Operations. His extensive experience and in-depth understanding of our operations have played a crucial role in ensuring the smooth functioning of our organization. We are fortunate to have Mr. Sharma's expertise in managing our operations effectively.