About Us

Ramkrishna Gaikwad has completed his Master Degree ( M.A.) in ECONOMICS from PUNE University in 2002.He formed “RAM GAIKWAD FINANCIAL SERVICES” [ RGFS] on 12 Dec 2003 for providing financial services for Investors.

“RAM GAIKWAD FINANCIAL SERVICES” is one of the Premier financial services organisation, providing a complete range of financial management and solutions. We offer ‘need based’ Investment Advice to retail investors, High Networth Investors (HNI) & Institutional Investors. We offer investors advice on a range of investment schemes including Equity and Mutual Fund products besides insurance. We always keep our investors up to date on latest market changes and review his portfolio regularly. We provides end-to-end personalized investment management services, which includes planning, advisory, execution and monitoring. We offer a full range of financial services and products ranging from Equities to Insurance to enhance your wealth and hence achieve your financial goals. We offer technology-based services for our clients to effectively monitor their portfolio.

Our Services:

Financial Planning
Financial goal of each individual investor varies according to his dream, ambition and family size and future financial planning for the children & old age pension for self and wife so does the pathway to achieve it. At RGFS we apply the principles of Financial Planning as both science & art, we understand the time horizon , risk bearing capacity and investment goals of investors keeping in mind their psyche and financial needs. Based upon this we help individual investors plan their entire life upto Retirement, Taxes, Insurance needs and other important personal financial goals.

Investment Advisory
RGFS offer ‘need based’ Investment Advice to retail investors. We offer investors advice on a range of over 100 investment schemes including Fixed Income, Equity and Mutual Fund products besides insurance.

Quality Policy
To achieve and retain leadership, RGFS shall aim for complete customer satisfaction, by combining its human and technological resources, to provide superior quality financial services.

    Quality Objectives
  • We have relatively small office, but we invest heavily in technology in order to reach our investors quickly and outsource various type of good quality research for the benefit of investors, so that we have enough time to think our investors.
  • Over 10 years of experience in the field of investment advisory services & portfolio management services in India.
  • Consultative & need based approach to financial planning that is customer- centric and not product-centric.
  • Customized financial plan using world-class financial planning tools.
  • Wide range of investment solutions across all asset classes.
  • Exclusive services like existing Portfolio review & recommendations.
  • Instant Access to your portfolio with a consolidated statement across all investments.
  • Confidentiality is a top priority in our client relationships. We appreciate the trust our clients place in us and never take that trust for granted. Naturally, any business we conduct is held in strict confidence - just as you would expect from a professional who is privy to your financial information.

For any query or information, please do contact us.