A Legacy of25+ Years
Since 1996, Rumtek Finvest has been a trusted investment advisor India and NRI investment consultant, helping individuals and families achieve their financial dreams through strategic wealth management India and expert financial planning services. As a leading mutual fund advisor Kolkata, we specialize in retirement planning NRI and portfolio management India solutions.
Our Mission & Vision
Guided by our core values and commitment to excellence, we strive to be the most trusted investment partner for our clients.
Our Mission
To create wealth for all our clients through systematic investment planning and diligent portfolio management. We are committed to putting your money to work by investing diligently, with growth and capital protection always at the forefront of our strategy.
- Deliver transparent, client-focused financial advice
- Create sustainable long-term wealth for all investors
- Maintain highest standards of integrity and trust
Our Vision
To be the most trusted investment partner, helping clients achieve financial freedom through strategic asset allocation and personalized wealth management solutions. We envision a future where every client can confidently pursue their financial goals with our expert guidance.
- Expand reach to serve 10,000+ families by 2030
- Leverage technology for superior client experience
- Set industry benchmarks in financial advisory
Leadership
Meet the visionary behind Rumtek Finvest
Mr. Jaydip K Mehta
Managing Director & Founder
With over 25 years of experience in the financial markets, Mr. Jaydip K Mehta founded Rumtek Finvest with a simple yet powerful vision: to democratize wealth creation and make professional investment management accessible to all.
Under his leadership, Rumtek has grown from a small investment advisory firm to managing over ₹500 crores in client assets, serving more than 5000 satisfied clients across various investment instruments.
Our Core Values
The principles that guide every decision and interaction at Rumtek Finvest
Trust & Transparency
We believe in complete transparency in all our dealings and maintaining the highest standards of trust with our clients.
Client-First Approach
Every investment recommendation is made with our clients' financial goals and risk tolerance as the primary consideration.
Long-term Vision
We focus on sustainable wealth creation through long-term investment strategies rather than short-term gains.
Excellence in Service
Our commitment to excellence drives us to continuously improve our services and deliver superior client experiences.
Our Journey
From humble beginnings to managing ₹500+ crores - milestones that shaped our success
Company Founded
Rumtek Finvest Pvt. Ltd. started operations
NSE/BSE Partnership
Became the master branch and channel partner of Sunidhi Securities, a member of NSE/BSE/MCX/NCDEX
Network Expansion
Appointed a network of 30 sub-brokers in and around Kolkata
NRI Division Launch
Started the NRI division for advising NRI clients across the globe
Mutual Fund Distribution
Started Mutual Fund distribution
Currency & Commodity Trading
Developed a client base for currency and commodity trading
Client Base Milestone
Achieved a satisfied client base of 2000 clients
Options Trading Advisory
Advising clients on option trading to create steady returns
Bond Advisory Services
Advising clients on Bonds
AUM Growth
Managing and advising clients on an AUM of ₹500 crores
PMS Distribution
Started full-fledged distribution of Portfolio Management Services (PMS) of different fund managers
Ready to Begin Your Wealth Creation Journey?
Join thousands of satisfied clients who have trusted us with their financial future. Let our 25+ years of experience work for you.