Loan consultancy, mutual fund distribution, insurance, financial planning and business finance support — each set out below with what it covers, and with the conditions that sit outside our control stated plainly.
Investments
Mutual Fund Distribution
RKC Finserve assists clients in understanding and investing in mutual fund schemes based on financial goals, risk profile, investment horizon, liquidity needs and overall suitability.
The emphasis is on helping you understand the product, the associated risks, the investment horizon and the discipline that long-term wealth creation actually requires — not on pushing a scheme.
The calculators are free, but they are sign-in protected. Register first — our team enables access by hand once your registration has been checked.
Mutual fund distribution services are offered through Nikita Ketan Savani, AMFI Registered Mutual Fund Distributor, under ARN-263584. Mutual fund investments are subject to market risks — read all scheme related documents carefully. Past performance may or may not be sustained in the future. Returns are not guaranteed or assured.
Credit
Loan Consultancy
RKC Finserve provides consultancy and application support across secured and unsecured lending for individuals, professionals and business owners.
We help clients understand loan eligibility, documentation requirements, repayment capacity, interest cost, processing charges, tenure options and lender-specific requirements before an application is made.
The calculators are free, but they are sign-in protected. Register first — our team enables access by hand once your registration has been checked.
Final loan approval, interest rate, sanction amount, processing charges, tenure, and other terms are subject to the policy and discretion of the respective bank, NBFC, or financial institution.
Protection
Insurance Solutions
RKC Finserve assists clients with Term Insurance and Health Insurance based on financial needs, family responsibilities, income level, liabilities and risk coverage requirements.
We help evaluate coverage amount, policy features, premium affordability, the claim process, insurer options and overall policy suitability.
The calculators are free, but they are sign-in protected. Register first — our team enables access by hand once your registration has been checked.
Insurance products are subject to the terms and conditions of the respective insurance company. Clients are advised to read the policy documents, benefit illustration, exclusions, waiting periods and claim conditions carefully before purchase.
Planning
Financial Planning Support
Support for the decisions that actually change a household’s financial position. The approach is practical, simple and client-focused, emphasising informed decision-making rather than product pushing.
Typical areas of support
Buying a house
Managing existing loans
Building an emergency fund
Starting SIPs
Planning long-term investments
Securing adequate insurance coverage
Improving overall financial discipline
RKC Finserve does not provide investment advisory services unless separately registered under applicable SEBI regulations. Financial planning support here means helping you evaluate suitable options and understand the costs and risks involved.
For business owners
Business Finance Support
For business owners and self-employed clients, RKC Finserve prepares and presents the material a credit team actually reads — so an application is assessed on properly organised numbers.
What this covers
Banking analysis
Business turnover assessment
Repayment capacity analysis
CMA data support
Cash flow review
Loan eligibility assessment
Lender presentation support
Business finance support is preparation, analysis and presentation support. Sanction amount, interest rate, processing charges, tenure and final terms remain subject to the policy and discretion of the respective bank, NBFC, or financial institution.
Not sure which of these you need?
That’s a normal place to start. Describe the situation — the loan you are weighing, the goal you are saving for, the cover you are unsure about — and we will map it to the right service together.