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Ready to start your investment journey? We're here to help you achieve your financial goals. Contact our expert team for personalized investment advice.

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Upload your DP Holding Statement or Mutual Fund CAS for a complimentary portfolio review

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Phone

+91 70440 55500
033-35062626

Call us for immediate assistance

Email

rumtekmf@gmail.com

Send us your queries

Office

15 S. P. Mukherjee Road, 3rd Floor
Kolkata 700025, West Bengal, India
(Opposite Purna Cinema, above IDBI Bank)

Visit us for personalized consultation

Business Hours

Mon - Fri: 9:00 AM - 6:00 PM
Sat: 9:00 AM - 1:00 PM

We are available during market hours

Why Choose Rumtek?

Experience25+ Years
Active Clients5000+
Assets Under Management₹300+ Cr
Response Time< 24 Hours

Frequently Asked Questions

Common questions about our services and investment process

What is the minimum investment amount?

Minimum investment varies by instrument: ₹500 for SIP mutual funds, ₹10,000 for direct equity, and ₹50 lakhs for PMS. We help you start with what suits your budget.

Do you provide personalized investment advice?

Yes, we provide completely personalized investment advice based on your financial goals, risk tolerance, and investment timeline. Each client gets a customized portfolio.

How often do you review portfolios?

We conduct quarterly portfolio reviews for all clients and provide detailed performance reports. For PMS clients, reviews are monthly with real-time monitoring.

What are your fees and charges?

Our fee structure is transparent and competitive. For mutual funds, we work on trail commissions. For PMS and advisory, we charge a percentage of assets under management.

Rumtek Finvest Pvt Ltd - Leading financial advisor in Kolkata India with 25+ years experience in wealth management and investment advisory
📞 +91 70440 55500
Address:
15 S. P. Mukherjee Road, 3rd Floor
Kolkata 700025
West Bengal, India
(Opposite Purna Cinema, above IDBI Bank)
Office: 033-35062626
Email: rumtekmf@gmail.com

RUMTEK Finvest Pvt Ltd

is an Authorized Person of

SUNIDHI SECURITIES AND FINANCE LTD.

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OUR ASSOCIATES:

Amrapali Nishit Vora:
📱 9836060752
Vedant Vora:
📱 9007595000
Dipak P Ghelani:
📱 9903099486
SR Kalidas:
📱 9830464493
Paresh Ajmera:
📱 9830117287

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Market Hours

Monday - Friday: 9:00 AM - 6:00 PM
Saturday: 9:00 AM - 1:00 PM
Sunday: Closed

Free Consultation

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Exchange Registration

NSE: AP041204383
BSE: AP0102910174480

Registration Details

AMFI REG NO: 23639
PMS APRN CODE: APRN00365

Legal Identifiers

GST: 19AABCR3472P1ZS
CIN: U67120WB1996PTC079392

© 2026 RUMTEK FINVEST PVT. LTD. All rights reserved. Established 1996 | SEBI Registered Investment Advisor

Investment Disclaimer: Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future returns. The value of investments can go up as well as down. Rumtek Finvest is a SEBI registered investment advisor providing advisory services.