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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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Why Choose Rumtek?
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.