17+
Years of Excellence
Your Partner in Financial Success
At Rubicon Finservices, we believe that financial freedom is within everyone's reach. With over a decade of experience in wealth management and financial planning, we've helped thousands of clients achieve their financial goals.
Rubicon Finservices is a leading mutual fund distribution firm based in Kolkata, founded and led by Rohit Jain Bhansali. With a successful track record spanning over 15 years, Rubicon Finservices has earned a reputation as a trusted Mutual Fund Distributor for a diverse clientele.
At Rubicon Finservices, we cater to a wide range of clients, including businessmen, family offices, industrialists, fund managers, NRIs (Non-Residential Indians), film industry professionals, fashion designers, and more. We understand that each client has unique financial goals, risk tolerance, and preferences. Therefore, we offer personalized investment strategies tailored to individual needs, ensuring that our clients wealth is optimally managed.
Rubicon Finservices takes pride in its commitment to client satisfaction. We believe in building long-term partnerships based on trust, transparency, and integrity. Our proactive approach to communication ensures that clients are always informed about market developments and the performance of their portfolios. We strive to exceed expectations by providing ongoing support and recommending adjustments as needed to align with changing market conditions.
The firm is guided by the invaluable expertise of Mr. Prem Prakash Bhansali, a renowned figure in the financial industry and the chief mentor of Rubicon Finservices. His extensive knowledge, experience and networking skills further strengthen our capabilities.
"If you think about the long term then you can really make good life decisions that you won't regret later."
500+
Satisfied Clients
40+
Partner AMCs
Why Choose Rubicon Finservices?
We combine expertise, transparency, and personalized service to help you build lasting wealth
Expert Guidance
Professional advisor with years of experience in financial markets
Personalized Solutions
Customized investment strategies tailored to your financial goals
Transparent Process
Clear communication and no hidden charges policy
Wide Product Range
Access to top mutual funds, insurance, and investment products
Trusted by Leading AMCs
Our commitment to excellence has been recognized by India's top mutual fund houses
Rewards & Recognition
25+
AMC Awards
Top
Distributor
17+
Years Service
"Mutual funds are all you need; there's no need to look beyond for financial success."
Rohit Jain Bhansali
Founder & Principal Advisor
Professional Qualification
Company Secretary (CS)
Institute of Company Secretaries of India
June 2009 | Kolkata
Recognized By
Top 20 AMCs
Professional
CS Qualified
Client Trust
500+ Families