At Ratnatraya Wealth, we believe that building a strong financial future isn’t just about numbers – it’s about aligning your money with your values. Inspired by the timeless wisdom of the Three Jewels of Jainism—Right Knowledge (Samyak Gyan), Right Faith (Samyak Darshan), and Right Conduct (Samyak Charitra)—we go beyond traditional financial advice to offer a partnership built on understanding, integrity, and a commitment to your long-term prosperity.
A smart, hassle-free way to grow your money. Mutual funds pool your money with others to invest in a diversified mix of stocks, bonds, or other assets—managed by professional fund managers to help you reach your financial goals.
Protect what matters most. Insurance offers financial security for you and your loved ones against life’s uncertainties—covering health, life, property, and more, so you can plan with peace of mind.
We break down complex financial jargon into easy-to-understand strategies that help you make informed decisions with confidence.
Your goals are unique—and your financial plan should be too. We take the time to understand your life, priorities, and aspirations.
From ensuring a comfortable retirement to protecting your family’s future, we provide long-term solutions that grow with you.
Our experienced advisors are just a call away—ready to answer questions, provide insights, and help you stay on track.
We’re here to help you take the next step toward financial confidence. Whether you have questions about investing, retirement planning, or protecting your family’s future—let’s talk!
+91- 8780465343
connect@ratnatrayawealth.com
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme-related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in the future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structures (TER) applicable at the time of making the investment before finalising any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure of commission earnings is made to clients at the time of investments.
ARN 323237 | Date of Initial Registration: 01/03/2025 | Current Validity: 21/02/2028
EUIN E612596 | Date of Initial Registration: 01/03/2025 | Current Validity: 21/02/2028
