RAGAAS FINSERVE
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Company Info
At Ragaas Finserve, financial planning is more than just numbers—it’s about helping you achieve life goals with clarity and confidence. Led by Santosh Karthik, a seasoned financial planner with over 20 years of experience in personal finance and wealth strategies, we offer personalized financial solutions designed to grow, protect, and preserve your wealth.
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Our approach is structured and client-centric:
Understand your goals – retirement, children’s education, wealth creation, or risk management.
Analyze your risks and resources – ensuring optimal allocation for growth and safety.
Create a clear action plan – so you always know where you are and where you’re headed.
From Mutual Funds, Bonds, and Fixed Deposits to Life & Health Insurance, we provide end-to-end financial solutions under one roof, giving you peace of mind and long-term financial security.
Expert Financial Guidance with a Personal Touch
Founded in 2016 by Santosh Karthik, Ragaas Finserve is dedicated to helping clients make informed, goal-oriented financial decisions. With an MBA and over 20 years of experience in Personal Finance and Portfolio Management, I bring a deep understanding of wealth creation, risk management, and investment strategy.
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Having transitioned from being an investor to a trusted financial advisor and distributor, I focus on providing personalized solutions tailored to each client’s needs. At Ragaas Finserve, it’s not just about numbers; it’s about building a roadmap for your financial future, offering clarity, transparency, and actionable strategies.
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​I specialize in Mutual Funds, Portfolio Management Services, Curated Portfolios, Bonds & Fixed Income Products, and Insurance solutions, ensuring that every recommendation aligns with your goals, risk appetite, and long-term aspirations. When you work with Ragaas Finserve, you get direct access to an expert advisor, committed to your financial growth and security.
