Mr. Rakesh Srivastav

Garima Investments and Financial Services was established in 2013 by Mr. Rakesh Srivastav. Mr.Rakesh is a CERTIFIED FINANCIAL PLANNERCM cfp-logo We are a boutique Wealth Management and Financial Planning firm.

We specialize in the areas of Insurance, Investment advisory and Stock trading. We help clients to achieve their financial goals with effective and smart financial planning. We are certified Mutual Fund and Insurance consultants recognized by the AMFI (Association of Mutual Fund of India) and IRDA (Insurance Regulatory & Development Authority). We use our complete knowledge of Insurance, Tax laws, and Mutual funds investments in order to suggest investment options to the clients, as per their long-term and short-term goals.

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Our Products

Life Insurance

Life insurance is a contract between an insurance policy holder and an insurer where the insurer promises to pay a designated beneficiary a sum of money (the benefit) in exchange for a premium, upon the death of an insured person (often the policy holder).

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Medical Insurance

No one plans to get sick or hurt, but most people need medical care at some point. Health insurance covers these costs and offers many other important benefits. Having a Mediclaim policy that protects you and your family

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Group Insurance

LIC offers group schemes to groups of people. This life insurance protection is ideal for associations, societies, employers etc. you will enjoy the life insurance protection at a low cost.

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Travel Insurance

To most of us, travel insurance seems like an unnecessary expense. It is something which, more often than not, is not considered as part of one’s travel plans. Travelers have for years, underestimated the significance of travel insurance, as its purpose only comes to fore when things go wrong.

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Accidental Insurance

An accident does not come knocking at the door. It can happen anytime, anywhere and may result in minor to serious injuries. Any such uncertainty may lead to financial crisis, and that is why it is recommended to buy a Accidental Insurance policy

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Mutual Fund

Mutual funds are divided into several kinds of categories, representing the kinds of securities they invest in, their investment objectives, and the type of returns they seek. Mutual funds charge annual fees (called expense ratios) and, in some cases, commissions, which can affect their overall returns.

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Equity and Shares

Equity market is a place where stocks and shares of companies are traded. The equities that are traded in an equity market are either over the counter or at stock exchanges. Often called as stock market or share market

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Loan

Borrowed money can be used for many purposes, from funding a new business to buying your finance an engagement ring. But with all of the different types of loans out there, which is best—and for which purpose? Below are the most common types of loans and how they work.

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Concepts

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Child Concept

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Wealth Creation

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Health Care

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Retirement Planning