Investors have a primary motivation to grow wealth to achieve a goal or range of goals. If staying in cash on deposit falls short of their investment goals, often referred to as a funding gap, they will ultimately realize that they need to invest their money instead.
First, they need to decide what they should invest in and what level of risk is appropriate in the context of their goal. This involves considering their time horizon, and how much risk can they take with their initial capital. Rokadaa.Com provides advice, solutions, and products which are designed to help clients to deliver the outcomes that they need. The industry is designed to explore the world’s economies and markets, looking for places to invest that will help clients meet their goals.
Rokadaa.Com identifies new ideas and through research, they seek to quantify the risk and return potential of these ideas. They then structure the investments appropriately within portfolios, diversify risk and target opportunities. We help investors define sensible objectives and then provide access to specific investments which represent a good match.
Rokadaa.Com, founded in 2017 is a Financial Services Company located in Indore, India. We offer consulting services to private individuals and families. Our consulting assignments span across the country and overseas. We also undertake Financial Planning workshops and training programs for corporate employees and Also Individuals. Rokadaa.Com is your investment hub, offering expertise on Protecting Solutions (Life Insurance, Health Insurance, Multiply Wellness Motor Insurance, Travel Insurance,) Investing solutions (Mutual Funds, Wealth Management, PMS, Pension Funds, Stocks and Securities, Real Estate Investments), Financing solutions (Home Finance, Personal Finance, and SME Finance. Loan against Securities .Real Estate Finance)..
“We, at Rokadaa.Com, understand that people have different financial needs, and resources to meet those needs. Therefore, we provide our clients with customized financial planning solutions for child education, retirement, estate planning, and others, to successfully meet those needs” – Says Mr. Tiwari Founder and CEO Rokadaa.Com
Rokadaa.Com is Partner with a lot of Company like India bulls | DHFL | Aditya Birla Capital | Hero Finance | Bajaj Finserv | Tata Capital | IndusInd Bank | Hero Finance | Fullerton Capital First | HDFC | ICICI | Edelweiss Finance | L & T. and Many More
“I Believes Investment starts from a set goal and objective. It’s all about following a dream with a vision. It is about understanding the market and grabbing the nerve at the right time, importantly the gut feel and common sense which shall reap immense profits. and also an educated customer is an empowered customer. To help our customers and Also non-customers understand the financial markets better, we conduct regular webinars and seminars. A team of professionals is dedicated to this cause which is 100% free for all” – Say’s Himanshu Tiwari, Founder and CEO Rokadaa.Com
You all are familiar with the fact that there are Lots of Companies and Firms in today’s market and hence Rokadaa.Com have pressed upon the fact of being apart from the others and stand out from the rest by its Unique Investment Solutions of services in the Financial Sector. The company deals with its clients in the most unique way. Rokadaa.Com offers a 360-degree Investment Solutions Products to Client’s End as well as Knowledge of Market.
The company does not stop only after providing a particular Investing strategy, which is asked for, but also analyze the overall Portfolio procedure for the Client’s Financial Goal building. Rokadaa.Com suggests you the points of weaknesses in your Portfolio and areas of improvement and in turn help you to boost your Financial Goals up.
VISION OF THE COMPANY:
- To become a world-class finance company and an online marketplace offering a spectrum of banking products and financial services to retail and corporate customers through a variety of delivery channels.
- To help borrowers secure loans (cheaper and faster) and help lenders make better credit risk decisions.
- To create a credit platform which is operated using cutting-edge IT tools & Technologies.