Investment Potential
Investment Potential
Investment Potential
You don’t need every investment
just the right one.
You don’t need every investment
just the right one.
We filter 5,000+ products to find what truly fits your goals.
Plan smart. Invest right. Grow confidently.
We filter 5,000+ products to find what truly
fits your goals.
Plan smart. Invest right. Grow confidently.
Trusted already by 1.2k+
All trusted brands. One platform. The right investment for you
ICICI Mutual Fund
SBI Mutual fund
Motilal Oswal
abakkus
DSP mutual Fund,ic
Invesco India
HSBC mutual fund
JM Financial Mutual
All trusted brands. One platform.
The right investment for you
ICICI Mutual Fund
SBI Mutual fund
Motilal Oswal
abakkus
DSP mutual Fund,ic
Invesco India
HSBC mutual fund
JM Financial Mutual
Easier & Smarter
We remove the noise, so your money finds the right place effortlessly.
Easier & Smarter
We remove the noise, so your money finds the right place effortlessly.
Powered by Research. Focused on You.
Powered by Research. Focused on You.
Precision-Driven Portfolio Growth
Every move guided by data and insights for smarter portfolio growth.
Precision-Driven Portfolio Growth
Every move guided by data and insights for smarter portfolio growth.
Diversified Assets
Tailor your portfolio to achieve optimal performance.
Diversified Assets
Tailor your portfolio to achieve optimal performance.
Your Portfolio, Optimized in Real-Time
Adjusted instantly with market changes to enhance investment efficiency.
Your Portfolio, Optimized in Real-Time
Adjusted instantly with market changes to enhance investment efficiency.
Maximize Returns, Minimize Effort
A fully automated investment system that saves you time and worry.
Maximize Returns, Minimize Effort
A fully automated investment system that saves you time and worry.
Smarter Investing Starts Here
Smarter Investing Starts Here
Transparent Performance Tracking
Monitor portfolio growth with real-time, easy-to-read analytics.
Transparent Performance Tracking
Monitor portfolio growth with real-time, easy-to-read analytics.
Seamless Asset Allocation
Balance investments across asset classes for better returns.
Seamless Asset Allocation
Balance investments across asset classes for better returns.
Smart Risk Management
AI analyzes volatility and trends to minimize risk exposure.
Smart Risk Management
AI analyzes volatility and trends to minimize risk exposure.
Smarter Investing.
Stronger Outcomes
Smarter Investing.
Stronger Outcomes
Equity Broking
Trade and invest across 5000+ Indian stocks, 500+ US equities, IPOs, commodities, and smart algo strategies. We study your goals first and point you to the 1–2 opportunities that truly fit your risk and wealth plan.
Real-Time Insights
Access blockchain data in real-time to make timely and informed decisions.
Equity Broking
Trade and invest across 5000+ Indian stocks, 500+ US equities, IPOs, commodities, and smart algo strategies. We study your goals first and point you to the 1–2 opportunities that truly fit your risk and wealth plan.
Mutual Fund
With 40+ AMCs and hundreds of equity, debt, and hybrid schemes across 16 categories, the choices can feel endless. We cut through the noise and pick the 3–5 funds that fit your risk, goals, and timeline reviewing only when it actually matters.
Mutual Fund
With 40+ AMCs and hundreds of equity, debt, and hybrid schemes across 16 categories, the choices can feel endless. We cut through the noise and pick the 3–5 funds that fit your risk, goals, and timeline reviewing only when it actually matters.
Mutual Fund
With 40+ AMCs and hundreds of equity, debt, and hybrid schemes across 16 categories, the choices can feel endless. We cut through the noise and pick the 3–5 funds that fit your risk, goals, and timeline reviewing only when it actually matters.
Bonds
Invest in Govt securities, PSU bonds, State loans, and top-rated corporate bonds (BBB+ to AAA) offering 7–12% fixed returns based on your risk profile.The focus is safety, liquidity, and predictable growth, reducing market dependency while still building wealth strategically.
Bonds
Invest in Govt securities, PSU bonds, State loans, and top-rated corporate bonds (BBB+ to AAA) offering 7–12% fixed returns based on your risk profile.The focus is safety, liquidity, and predictable growth, reducing market dependency while still building wealth strategically.
Bonds
Invest in Govt securities, PSU bonds, State loans, and top-rated corporate bonds (BBB+ to AAA) offering 7–12% fixed returns based on your risk profile.The focus is safety, liquidity, and predictable growth, reducing market dependency while still building wealth strategically.
Performance You Can Measure
Performance You Can Measure
Performance You Can Measure
98.7%
Client Retention Rate
98.7%
Client Retention Rate
98.7%
Client Retention Rate
150CR+
monthly turnover
150CR+
monthly turnover
150CR+
monthly turnover
120+
different strategies implemented
120+
different strategies implemented
120+
different strategies implemented
Case Studies
These are some case studies based on services
60% Indian companies
25% Gold ETFs
15% US & global ETFs
Advisor support
Case Study - Balanced
Growth
Client: Ankit & Priya Sharma, 32 & 30
Capital: ₹7,50,000
Plan:
Equity Broking
Lower volatility in market dips
Equity + Hybrid + Gold mix
~12.3% annualized return
Case Study - Education Planning
Client: Rohit & Neha Verma, 33 & 31
Capital: ₹2,00,000 lump sum +
₹15,000/month SIP
Plan:
Performance (2 years):
Mutual Fund
AA-rated corporate bond (BBB+ to AAA only)
11% yearly yield → ₹45,833/month
60% (₹27,500) for household needs
40% (₹18,333) SIP for children’s goals
Steady monthly income
SIP grew to ~₹7.3 Lakhs at 12% CAGR
Case Study — Income + Growth
Client: Mr. Arvind Sharma, 48
Capital: ₹50,00,000
Plan:
Outcome (3 years):
Bonds
Case Studies
These are some case studies based on services
60% Indian companies
25% Gold ETFs
15% US & global ETFs
Advisor support
Case Study - Balanced
Growth
Client: Ankit & Priya Sharma, 32 & 30
Capital: ₹7,50,000
Plan:
Equity Broking
Lower volatility in market dips
Equity + Hybrid + Gold mix
~12.3% annualized return
Case Study - Education Planning
Client: Rohit & Neha Verma, 33 & 31
Capital: ₹2,00,000 lump sum +
₹15,000/month SIP
Plan:
Performance (2 years):
Mutual Fund
60% Indian companies
25% Gold ETFs
15% US & global ETFs
Advisor support
Case Study - Balanced
Growth
Client: Ankit & Priya Sharma, 32 & 30
Capital: ₹7,50,000
Plan:
Vision Plan
Case Studies
These are some case studies based on services
60% Indian companies
25% Gold ETFs
15% US & global ETFs
Advisor support
Case Study - Balanced
Growth
Client: Ankit & Priya Sharma, 32 & 30
Capital: ₹7,50,000
Plan:
Equity Broking
Lower volatility in market dips
Equity + Hybrid + Gold mix
~12.3% annualized return
Case Study - Education Planning
Client: Rohit & Neha Verma, 33 & 31
Capital: ₹2,00,000 lump sum +
₹15,000/month SIP
Plan:
Performance (2 years):
Mutual Fund
AA-rated corporate bond (BBB+ to AAA only)
11% yearly yield → ₹45,833/month
60% (₹27,500) for household needs
40% (₹18,333) SIP for children’s goals
Steady monthly income
SIP grew to ~₹7.3 Lakhs at 12% CAGR
Case Study — Income + Growth
Client: Mr. Arvind Sharma, 48
Capital: ₹50,00,000
Plan:
Outcome (3 years):
Bonds
Trusted by Forward-Thinking Investors
Trusted by Forward-Thinking Investors
Real stories from users who’ve transformed their investment experience with AI-driven insights.
Real stories from users who’ve transformed their investment experience with AI-driven insights.
Trusted by Forward-Thinking Investors
Real stories from users who’ve transformed their investment experience with AI-driven insights.
Mr. Manan Patel
Investment Amount : INR 5000000
Invested ₹50,00,000 in safe Government Securities (~7.3% yield) and used them as collateral to access ~90% margin for risk-managed swing and algo strategies. In three years, the G-Sec interest earned ~₹11 lakhs and trading added ₹6–12 lakhs, taking his total wealth to ~₹67–73 lakhs — a strategy that kept his principal protected while creating steady upside.
Mr. Manan Patel
Investment Amount : INR 5000000
Invested ₹50,00,000 in safe Government Securities (~7.3% yield) and used them as collateral to access ~90% margin for risk-managed swing and algo strategies. In three years, the G-Sec interest earned ~₹11 lakhs and trading added ₹6–12 lakhs, taking his total wealth to ~₹67–73 lakhs — a strategy that kept his principal protected while creating steady upside.
Mr. Manan Patel
Investment Amount : INR 5000000
Invested ₹50,00,000 in safe Government Securities (~7.3% yield) and used them as collateral to access ~90% margin for risk-managed swing and algo strategies. In three years, the G-Sec interest earned ~₹11 lakhs and trading added ₹6–12 lakhs, taking his total wealth to ~₹67–73 lakhs — a strategy that kept his principal protected while creating steady upside.
Mehul Patel,
Investment Amount: INR 12,00,000
Mehul Patel, 29, invested ₹12,00,000 with the goal of growing fast while keeping risk controlled. We built a dual approach: 70% in a focused model portfolio and 30% in automated options strategies with strict exit rules. Over 12 months, the plan delivered an 18–22% CAGR. With clear risk limits and structured decision-making, he handled the ups and downs confidently and still stayed ahead more often than not.
Mehul Patel,
Investment Amount: INR 12,00,000
Mehul Patel, 29, invested ₹12,00,000 with the goal of growing fast while keeping risk controlled. We built a dual approach: 70% in a focused model portfolio and 30% in automated options strategies with strict exit rules. Over 12 months, the plan delivered an 18–22% CAGR. With clear risk limits and structured decision-making, he handled the ups and downs confidently and still stayed ahead more often than not.
Olivia Bennett
Product Manager
From Sept 2024 to Mar 2025, when markets overheated, we cut SIPs by 40–50% and shifted the excess into debt for safety. During the April 2025 “Trump Crash,” we moved that debt reserve back into equity at a discount, adding an extra 4–5% returns compared to staying passive. We step back when markets are loud — and invest more when they turn cheap.
Olivia Bennett
Product Manager
From Sept 2024 to Mar 2025, when markets overheated, we cut SIPs by 40–50% and shifted the excess into debt for safety. During the April 2025 “Trump Crash,” we moved that debt reserve back into equity at a discount, adding an extra 4–5% returns compared to staying passive. We step back when markets are loud — and invest more when they turn cheap.
Olivia Bennett
Product Manager
From Sept 2024 to Mar 2025, when markets overheated, we cut SIPs by 40–50% and shifted the excess into debt for safety. During the April 2025 “Trump Crash,” we moved that debt reserve back into equity at a discount, adding an extra 4–5% returns compared to staying passive. We step back when markets are loud — and invest more when they turn cheap.
Olivia Bennett
Product Manager
The platform gave me clarity and confidence in managing my personal investments, even with limited time.
Olivia Bennett
Product Manager
The platform gave me clarity and confidence in managing my personal investments, even with limited time.
FAQ
FAQ
FAQ
What is the minimum amount required to start investing?
You can start investing with a minimum of ₹5,000. This amount can be deployed into mutual funds or other suitable products. We help you choose the ideal starting point based on your goals and risk profile.
What is the minimum amount required to start investing?
You can start investing with a minimum of ₹5,000. This amount can be deployed into mutual funds or other suitable products. We help you choose the ideal starting point based on your goals and risk profile.
What is the minimum amount required to start investing?
You can start investing with a minimum of ₹5,000. This amount can be deployed into mutual funds or other suitable products. We help you choose the ideal starting point based on your goals and risk profile.
How do you decide which investment products are best for me?
How do you decide which investment products are best for me?
How do you decide which investment products are best for me?
Are my investments safe? What about risk?
Are my investments safe? What about risk?
Are my investments safe? What about risk?
How often will my portfolio be reviewed or rebalanced?
How often will my portfolio be reviewed or rebalanced?
How often will my portfolio be reviewed or rebalanced?
What fees or charges do I have to pay?
What fees or charges do I have to pay?
What fees or charges do I have to pay?
Know Your Expert
RK Investment isn't just a firm it’s my vision brought to life. As a Motilal Oswal Franchise Partner, I offer a full basket of financial products: Mutual Funds, Bonds, AIFs, PMS, Loans, Insurance, Portfolio Management Services you name it.
RK Investment isn't just a firm it’s my vision brought to life. As a Motilal Oswal Franchise Partner, I offer a full basket of financial products: Mutual Funds, Bonds, AIFs, PMS, Loans, Insurance, Portfolio Management Services you name it.
Disclaimer
Mutual fund and market-linked investments are subject to market risks. Please read all scheme documents carefully before investing.
Compliance
ARN: 328340,SEBI Compliant Mutual Fund Distributor