About Us

Financial & Wealth Management solutions under one roof.

SEBI approved Investment Advisor & Certified Financial Planner

Right Horizons is a leading name in Financial advisory with headquatere in Bangalore with branches in 8 major cities including Mumbai, Chennai and Hyderabad. Our sole aim is to provide you an end to end wealth management solutions under one roof.

From Investment advisory, financial planning to insurance and real estate, Right Horizons will take care of all your financial needs with great precision and care. Our contrarian approach coupled with a single focus on long term investments will ensure customers are provided with the most tax efficient and the best risk adjusted returns. Come join our family and enjoy eternal financial freedom.

 Vision

Being recognized as the most trusted & respected independent investment advisory company in India. We deliver expert, informed advice and a broad range of finanacial solutions.

 Mission

As a Certified Financial Planner guide clients to achieve their dreams by planning their finances. To bring about customer delight by providing unparalleled investment advice and solutions

Our Values

We would be fair in our dealing with all stakeholder; clients, vendors, investors and employees. We will endeavour to impart knowledge based work culture and foster an environment of meritocracy.

Board of Directors

Anil Rego

Founder & CEO

Rachna Rego

Head Sales & Operations

Deenaz Damania

Synergy Consultants

Shankar Jaganathan

CimplyFive

Ravi Sharma

Financial Planner

Leadership Team

pf1
Anil Kumar

Vice President

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Piyush Sharma

Fund Manager

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Gaurav Aggarwal

Fund Manager

Life at Right Horizons

Our contrarian approach coupled with a single focus on long term investments will ensure customers are provided with the most tax efficient and the best risk adjusted returns.

Right Horizons at a Glance

6

Branches All Over India

15YRS

Of Financial Advisory Legacy

75+

Company Employees

₹1200CR

Assets Under Management

Brief History of Our Company

Right Horizons is a Certified Financial Planner based in Bangalore with offices in 8 cities including Mumbai, Chennai and Hyderabad.

2015

January – Received Insurance Broking License
March – Start of NRI Investment advisory and Family Office

2014

November – Right Horizons receives Investment Advisory License

2013

October – Right Horizons celebrates 10 years in the Wealth Industry

2012

March – Received PMS license from SEBI, Right Horizons are now a certified PMS provider

2010

February – Right Horizons family expands to 70+ employees
March – Right Horizons Customer base grows to over 5000 retail customers with to 250+ Ultra High/High Net-worth Customers
October – On the 6th Anniversary, Right Horizons opens its third branch in Bangalore

2009

December – Expanding our horizons to Dalal Street, Right Horizons start Mumbai Branch

2008

January – Inauguration of a new vertical, the Real Estate Advisory Services
May – Right Horizons family grows, Employee count cross the half century mark. (50+ employees)
October – Right Horizons begin to offer Corporate Advisory Service and Direct Equity services

2006

March – Started Hyderabad Branch hence bringing our presence to three state in South India
October – Consolidation of Bangalore HQ

2005

May – Started Chennai Branch Office extending our footprints to two different states

2003

October – Anil Rego, a Certified Financial Planner starts Right Horizons, a Financial Advisory firm in Bangalore

Our sole aim is to provide you end to end wealth management solutions under one roof.

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