Mr. Raakesh Shrivastav

Garima Investments & Financial Services was established in 2013 by Mr. Raakesh Shrivastav. Mr.  Raakesh Shrivastav is a CERTIFIED FINANCIAL PLANNER. 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.

Our Mission: Building a solid reputation with proven expertise in our field. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.

Our Vision: To be the best and most trusted financial advisory in the country.

Why Us?

Why should we be your financial advisor’s /product distributors? This is a very relevant question to ask us. And given below is our answer...

Client Centric Approach:

All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.

Rich Product Basket:

We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.

 Focus on Customer Satisfaction:

We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.

Value Added Services:

Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, anytime, anywhere.

Right Experience & Skills:

We have over 11 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.

Driven by Passion:

Serving clients is our passion and the reason why are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.