Financial Planning Starts With You

They're called "personal finances" for a reason. That's why you deserve to do business with someone who will work with you, not around you.

R B Capital & Wealth Management

  • Integrated Technology
  • Flexible Investment Solutions
  • Robust Back Office
  • An Integrated Wealth Management Solution

R B Capital & Wealth Management founded in 2012 by Mr. Rishabh Bharuka, exists to serve the financial needs of all our members. And our members come from all walks of life and have a wide range of goals. That's why we offer a variety of solutions to fit your budget and needs – from full service financial planning for a fee, to needs-based solutions such as stock & commodities, insurance, annuities, mutual funds and retirement accounts, wealth management, portfolio management, etc.

Regardless of how you work with us, know that we’ll put you and your needs first – front and center.

No two journeys follow the same route – that's why working collaboratively with a financial professional with a compressive planning relationship has many benefits. From helping you establish a vision – to developing strategies to help reach your goals – we’ll coordinate with other professionals, if applicable, and review your plan periodically to help you stay on track.

But you may be wondering: Can I afford a financial plan and the advice that comes with it?

R B Capital & Wealth Management helps you answer "yes" by matching you with an advisor who is:

Supportive

Reliable

Affordable

R B Capital & Wealth Management is a leading financial technology; combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open architecture platform and our proven spectrum of investment strategies address all essential needs of individual and institutional investors by helping them grow faster and serve them more efficiently.





NON JUDGEMENTAL

We create a comfortable environment in which you can feel safe talking openly.

EMPATHETIC

We approach our clients with understanding and respond with compassionate action.

COMMUNICATION

Through feedback, people become more self-directing and responsible.

About Us


We are not doing something extraordinary; we are just helping you befriend your money. In today's world you need to map life goals to your money. Life Goals which begin with buying a bike, goes on till your Retirement planning as well; and everything that comes in between.

Contact Us

7th Floor, Suite No. 7, Kalsaria Heights,
Upper Govind Nagar, Malad (East). Mumbai – 400097.
Maharashtra. India



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