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Everyone sees money differently

So why would a standard approach work? Talk to us for an unbiased, you-focussed, end-to-end financial, wealth & family office advisory services and products.

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regular Investor

Financial independence and much more!

As a regular investor, you appreciate the value of financial independence and adequate savings more than anyone else. We craft bespoke financial plans that puts your aspirations well within reach. Our solutions help you plan for dream vacations, funding education for children or grandchildren, real estate investments, acquiring a second home, financing a new business venture and more.

As a regular investor, you appreciate the value of financial independence and adequate savings more than anyone else. We craft bespoke financial plans that puts your aspirations well within reach. Our solutions help you plan for dream vacations, funding education for children or grandchildren, real estate investments, acquiring a second home, financing a new business venture and more.


Doctor

Get the best
financial health

Get the best financial health Doctors , working in a high-stress, time critical profession, with a unique earning curve, have little to no time to pore over finances. Right Horizons is the skilled and trusted advisor you seek. With financial planning tailored for the medical profession, we make sure your present and future aspirations are met. .

As a regular investor, you appreciate the value of financial independence and adequate savings more than anyone else. We craft bespoke financial plans that puts your aspirations well within reach. Our solutions help you plan for dream vacations, funding education for children or grandchildren, real estate investments, acquiring a second home, financing a new business venture and more.

Talk to us for:

  • Organizing, structuring and simplifying your finances
  • Getting access to our extensive network that supports you in making financial and investment decisions
  • Building a tax-efficient, return-efficient and inflation-beating corpus
  • Retirement and legacy planning

Entrepreneur

Dream it and we’ll help
you do it

While you build your entrepreneurial dream, who is managing and making your finances work hard for you? Often, business and personal resources get pooled, timings of funding or exits may vary and there is always the worry of providing a safety net for your loved nets.

Right Horizons understands your situation perfectly and has customized financial planning for entrepreneurs. Our sole objective is to set you up with the right base for business growth, while keeping personal objectives on track.

While you build your entrepreneurial dream, who is managing and making your finances work hard for you? Often, business and personal resources get pooled, timings of funding or exits may vary and there is always the worry of providing a safety net for your loved nets.

Right Horizons understands your situation perfectly and has customized financial planning for entrepreneurs. Our sole objective is to set you up with the right base for business growth, while keeping personal objectives on track.

Talk to us for:

  • Super customized and tested financial planning process
  • Insurance planning for risk management
  • Budgeting and cash flow planning with future projections
  • Contingency planning for loss of income situations
  • Retirement planning based on lifestyle needs
  • Building a tax-efficient, return-efficient and inflation-beating corpus
  • Seamless online access to portfolio via RH app and portal
  • Dedicated team and manager to monitor your portfolio

Management Professional

From one pro
to another

As a busy CXO your time is precious. Your schedule takes you across time zones and away from home for months. With success, your finances grow more complex and need more attention. However, why spend your limited free time on wealth management when you can speak to us?

Our bespoke financial planning and wealth management services give you the big picture of your wealth, and lay the roadmap for a stress-free future.

While you build your entrepreneurial dream, who is managing and making your finances work hard for you? Often, business and personal resources get pooled, timings of funding or exits may vary and there is always the worry of providing a safety net for your loved nets.

Right Horizons understands your situation perfectly and has customized financial planning for entrepreneurs. Our sole objective is to set you up with the right base for business growth, while keeping personal objectives on track.

Talk to us for:

  • Super customized and tested financial planning process
  • Insurance planning for risk management
  • Budgeting and cash flow planning with future projections
  • Contingency planning for loss of income situations
  • Retirement planning based on lifestyle needs
  • Building a tax-efficient, return-efficient and inflation-beating corpus
  • Seamless online access to portfolio via RH app and portal
  • Dedicated team and manager to monitor your portfolio

Working Women/ Woman Entrepreneur

She Rises!

Traditionally, managing money has been a male prerogative, leaving most women unprepared to handle financial responsibilities or decisions. Not any more. Whether you’re an ambitious woman entrepreneur, a busy professional, a single mom, widow or divorcee, you have a trusted advisor to help you navigate personal and business finances. Right Horizons has woman-centric solutions that not only make finance easy to understand but puts you firmly in control of your present & future.

Traditionally, managing money has been a male prerogative, leaving most women unprepared to handle financial responsibilities or decisions. Not any more. Whether you’re an ambitious woman entrepreneur, a busy professional, a single mom, widow or divorcee, you have a trusted advisor to help you navigate personal and business finances. Right Horizons has woman-centric solutions that not only make finance easy to understand but puts you firmly in control of your present & future.

Talk to us for:

  • Understanding your perspective on risk and money
  • Learning the basics of personal finance and investments
  • Prioritizing and planning for your dreams and goals
  • Imagining what-if scenarios and planning for them
  • Designing investment strategies to manage your wealth
  • Building a robust risk management plan for sudden emergencies or events
  • Building a tax-efficient, return-efficient and inflation-beating corpus

NRI

Write your
India story

Get the best of your connection to one of the world’s biggest & fastest growing economies. Right Horizons has exclusive NRI investment services to help you tap into high-potential opportunities across asset classes. Our experts will help you build a diversified portfolio, while managing exchange rate impact, different taxation and compliance requirements.

Get the best of your connection to one of the world’s biggest & fastest growing economies. Right Horizons has exclusive NRI investment services to help you tap into high-potential opportunities across asset classes. Our experts will help you build a diversified portfolio, while managing exchange rate impact, different taxation and compliance requirements.


INR 5000+
Crores of AUA

75+
Employees

6 Branches
across India

20 Years
in business

Talk to us