A financial plan acts as a guide as you go through life’s journey. Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals.
A financial plan is the most important thing a small business needs. It’s a road map, a guideline, a reminder of what your goals are–what you are trying to achieve in the short-term and the long-term.
Asset and Risk Management
After all, in many industries success is rare without taking some risk. This is why an effective asset risk management process is important so that each business can manage risk, know when to take the time over a decision and also in order to pinpoint when and why a risky decision was taken when looking back.
Deepak Kumar Ruia
We offer you a panoply of
With our all rounder MF Portfolio Tracker, you can track your portfolio and funds online. The feature of creating an SIP / Lumpsum is an added advantage where you can just grow your wealth with the funds preffered for you.
We have a group of
Highly Qualified Experienced Experts
Our team has experts with 25+ experience who are into the business since long time. They know the art with perfection.
Why Ruia Associates?
Ruia Associates is your own financial management firm that has expertise in financial services with one of its core focus on Mutual Funds. MF Investments help you to manage your portfolio very efficiently.
Proper investment guidance leads best result in future. We at Ruia Associates proudly known as investment experts. Most investment in stocks, mutual fund, NFO etc are balanced in such as manner that maximum ROI is achieved for the clients.
Ruia Associates is a one-stop solution for all your financial needs where Company’s financials matter the most. We focused on our relationship with the clients by giving them personal attention.
You have questions; we have answers. Our wealth planning provides the means to unify all aspects of your financial life. While providing an overview of the big picture, our team will develop comprehensive strategies that empower you to make educated financial decisions.
What we can do for you?
To maintain our exceptional service since last 25 years, we place a premium on accessibility and make ourselves available to you, your family, and your business at your convenience. Communication is paramount to successful relationships. We understand that personal situations and goals can change overnight, and we strive to provide the assurance that we’ll be here whenever you need us. As your strategic partner, we won’t just counsel you from afar. We’ll walk beside you every step of the way.
What is your approach to providing financial advice to your clients?
We are client-centric and devoted to cultivating long-term relationships with our clients. We take our role as Financial Planners seriously and are committed to serving the best interest of our clients at all times. We are not just investment managers- “brokers”. We are advisors who seek to be integral to your financial life.
What aspects of my financial life can I expect you to assist with?
All aspects of your financial life that you are concerned with matter to us and will be discussed in the course of our meetings and discussions.
Are you available to answer my questions whenever I have them? If so, will I be billed?
We maintain a highly accessible business practice. You can expect to reach us whenever you need assistance and, under normal circumstances, the fee paid in managing your account covers everything.
How are you compensated?
We operate under a hybrid compensation model. Mostly we are compensated as a percent of the assets we manage for our clients. However, where it is in the client’s best interest to have us compensated by commission instead of an ongoing fee we will bring this option to the client’s attention and discuss the pros and cons thoroughly.