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.
Ratnatraya Wealth was born from a deep-rooted passion for finance and a genuine desire to empower individuals through ethical and insightful financial guidance. After years of navigating the complexities of personal finance and investing, we recognized the need for advice that is not only expert-driven but also truly client-focused.
What began as a personal commitment to disciplined investing has now grown into a mission-driven venture. Today, we proudly offer Mutual Fund and Insurance Distribution services, with exciting plans to evolve into a comprehensive wealth management firm in the near future.
Our vision is to become the trusted financial partner for every family, empowering them to build wealth, secure their future, and live a financially confident life, guided by ethical principles.
We believe in empowering you with clear, understandable financial insights so you can make informed decisions with confidence.
We are dedicated to building a relationship of unwavering trust, where you feel secure and supported.
Integrity and transparency are at the heart of everything we do. You can always count on us to act in your best interest.
At Ratnatraya Wealth, we prioritize purposeful, principle-driven planning over fleeting trends—ensuring your financial future is grounded on a secure and lasting foundation.
Currently, Ratnatraya Wealth specializes in:
Thoughtfully selected funds designed to align with your specific financial goals and risk tolerance.
Protection-first strategies to safeguard what matters most – your life and your health.
With a focus on goal-based planning, we tailor each solution according to your needs—whether you’re starting your investment journey or planning for long-term security.
We are more than just a financial service provider– we’re your partners on the journey to a brighter financial future. Reach out today and let’s begin crafting a financially confident future—together with Ratnatraya Wealth.
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
