Ruhi investment

08866392967

mehulgpatel187@gmail.com

ABOUTUS

🌟 Ruhi Investment – Simple Financial Solutions, Trusted Guidance

Established in 2022, Ruhi Investment is a fast-growing financial advisory firm dedicated to helping individuals and families achieve their financial goals through smart, efficient, and personalized planning.

In a short span, we’ve proudly earned the trust of 50+ satisfied clients across Gujarat and India, with a strong presence in Palanpur and other key regions of Gujarat.


🔗 Powered by Fundzbazar – Backed by Prudent

Ruhi Investment operates on a state-of-the-art digital platform – Fundzbazar, as a channel partner of Prudent, one of India’s largest and most respected national mutual fund distribution networks.

With a presence in 34 states and 600+ cities, this partnership allows us to deliver seamless investment experiences with the right mix of human guidance and technology-driven convenience.


💼 Our Services

We are certified Mutual Fund Advisors and Insurance Consultants, recognized by:

  • AMFI (Association of Mutual Funds in India)

  • IRDA (Insurance Regulatory and Development Authority of India)

Our offerings include:

  • 📈 Mutual Fund Advisory (SIP, Lumpsum, Tax Saving)

  • 🛡️ Insurance Planning (Life, Health & Term)

  • ⚖️ Risk Management & Asset Allocation

  • 💡 Tax-aware investment strategies

With a deep understanding of risk-reward trade-offs, tax implications, and long-term financial planning, we offer simple, effective solutions tailored to your needs.


🎯 Our Mission

"To provide full-service financial planning through education and collaboration, with transparent and independent advice based on each client’s unique financial situation."

We go beyond just investing — we strive to give you the freedom and clarity to live your life with confidence in your financial future.


📞 Let’s Plan Your Financial Journey Together

Whether you're looking to grow wealth, save for your child’s education, plan for retirement, or secure your family’s future — Ruhi Investment is your trusted partner for simple, goal-oriented financial solutions.