(Right Horizons Investment Advisory Services)
SEBI Registration No - INA200002601
FINANCIAL ADVISOR
Your Goals + Our Expertise = Target Achieved.
No goal is achieved without adequate planning. With our Financial Planning Service, your investments are thoroughly tracked, monitored and regulated to ensure that your goals are always within your grasp.
We are among the topfinancial advisory servicesin India that provide all investment advisory services under one roof.
Our Stages
Right Horizons Financial Planning is a Four stage process.
Assessment
Our Representative fills out a questionnaire to assess your current position.
Preparation
Our Expert team of analysts prepares a plan of action based on the details.
Execution
Our Portfolio Managers and back-end team execute the necessary investments converting words into actions.
Monitor & Adjust
The performance of your investments are regularly tracked and assessed, so changes can be made for optimum returns.
Investment Advisory Services
Managing wealth is a tough task. Let us make it easy for you. Our investment advisory servicefocuses on managing portfolios of high-net-worth clients to track, consolidate, and manage taxation and dashboards as per their customized needs and give overall advisory.
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Retirement Planning
Complete financial guidance for your post-retirement. With ourfinancial advisory services, you can achieve complete financial security as we ensure that you live life on your own terms post-retirement. We, at Right Horizons, can help you build that dream future you are hoping and aiming for.
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Financial Planning Lite
Under thisfinancial planning service,we do a comprehensive evaluation of an investor’s current and future financial state by evaluating the dependent variables like income, existing investment, and goals to predict the future cash flow and identifying the gaps to achieve your goals
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Tax Planning
One of the key aspects offinancial advisory servicesis tax planning which reduces tax liability and maximizes investor wealth. We help analyze a financial situation and efficiently plan taxes. Tax planning is the analysis of a financial situation. The purpose of tax planning is to ensure tax efficiency and maximize your savings.
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Child Education Plan
Financial planning is a comprehensive evaluation of an investors current and future financial state by evaluating the dependent variables like income, existing investment and goals to predict the future cash flow and identifying the gaps to achieve your goals.
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Estate Planning
It’s a complex process of managing, transferring, and disposal of a person’s estate during the person’s life and also after his death. Ourfinancial advisory servicebrings this complex process to a client’s fingertip and helps them to plan their estate with client-centric, trustworthy solutions.
Corporate Offering
We support the activities involved in providing the stocks to the people in order to increase the capital amount that leads to incremental growth. We regard our valuable customers in dealing with the liquidity problems raised by the individuals. Under our corporateinvestment advisory service, we constantly improve the financial performance of the corporate and provide you with extraordinary future financial operations that make the organization grow at an extreme level.
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Family Office Services
Business houses or Families that manage substantial amounts of wealth are always in need of financial advice and legal aid. We work with Tax and Legal Experts to ensure all procedures and processes flow smoothly.
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"I have been associated with Right horizones since 2013. I was impressed by their concept and dedication to serve their customers. They provide right advice and help to maximise the returns. Also provide all support to the customer. I think they are one of the best financial service provider."
Nagaraj Nayak
"I am associated with Anil Rego and Right Horizons since 2004. In the 14 yr association, I have received excellent advise on investments and portfolio management from the very committed team at Right Horizons."
Sivakumar S
"I have been associated with RH since 2007. With the association, I gained insights about financial products available in the market. Earning money is one part of life , how to use that money efficiently is very crucial. Right horizons will nurture to create savings pot and build the portfolio slowly and steadily to reach financial goal. Very happy to associate with RH."
Praveen Choudhary
“I have been in the US for over 7 years and worked with the best of brands. My association with Right Horizons has made me feel that I am in safer hands. They make my money work for me. I would like to wish Right Horizons and Anil a great year ahead.”
Srinivas Gandhi, Sr Consultant
"I have been a Right horizon customer for 6 plus years … The best thing I like about them is no coercing into buying new plans . Also the USP is decluttered & simple to understand portfolio reports ! Rohit is doing a phenomenal job."
Shankar Sundarrajan
Right Horizons stands by their tagline "Guiding you in achieving your goals". It helped me in bringing discipline in my investments, systematic approach in financial planning and help me understand the market dynamics. I feel my investment is in safe hands.
Sanyasi Rao,
"I am happy being a customer of Right Horizons because without Right Horizons I don't think we would have thought of regular investment (wealth creation)- max we would have put in FDs if there are any lump sum amount. Also we have full trust in Anil and Rachna and are sure what ever they recommend/suggest is for our good at any point of time. Anil and Rachna's decision always has the customer intheir mind and taken tough decisions to benefit the customer at their own cost which no other company will do. Hats off to both of them."
Alagammai
"Ever since introduction Right Horizons have been managing and guiding my portfolio with care. Effective communication, knowledged decisions and suggestion have been the best practices followed for customer satisfaction and trust. Wish the Right Horizon team all success and continue their support for all range of investors.."
Dr. Sanjib Banerjee
Let’s discuss your unique Financial Goals. Schedule an appointment with our SEBI Registered Financial Advisor.
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Mutual funds Brokerages MF-consolidated brokerage data
| At the beginning of the month | Received During the month | Resolved During the month | Pending at the end of the month | reason for pendency |
| Nil | Nil | Nil | Nil | Na |
Submit a Complaint: grievance@righthorizons.com
SEBI Address (Bengaluru Local Office): 2nd Floor, LIC Jeevan Mangal Building, No. 4, Residency Road, Bengaluru – 560 025 Ph: 080 22222262
