About us

We, as a partner of NJ Wealth, incorporated in the year 2008 and at present have 2,500+ satisfied clients. We are committed to helping our clients fulfil their financial needs with effective and smart investment assessment. We are a certified Mutual Fund and Insurance distributor recognised by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India). We offer comprehensive financial services, having a highly qualified and experienced team of mutual fund distributors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to clients as per their long-term and short-term financial needs. Our core purpose is to provide fast-track financial options & thereby make people enjoy a secure retirement life.

Why Us

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 a 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 for you in assessing your wealth. You would enjoy being always updated on your investments, any time, anywhere.

Right Experience & Skills:
We have over 18 years of experience in the financial products distribution space. Our experience, qualifications & skills enable us to understand you and your needs and then offer you the right strategies & options to fulfil your needs.

Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more than helping our clients fulfil their financial needs with our support.

Our Skills

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.

Mutual Funds85%

Equity and ETFs80%

NPS90%

Loan against MF95%

PMS95%

Insurance95%

Client Services

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.

The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.

OUR TEAM

Mr. Ramkrishna Maity

Mr. Ramkrishna Maity is the National Sales Head for RBST Wealth. One of the oldest in RBST Wealth, he has over 18 years of rich experience in the financial services industry.

Mr. Tushar Kanti Nag

Tushar Kanti Nag is the Product Head for Mutual Fund, having joined RBST 18 years back after being an entrepreneur in the Mutual Fund industry. With an experience of over 25 years, Tushar Kanti Nag is the person with a sound grip on the Mutual Fund market.

Mr. Biswajit Debnath

Mr. Biswajit Debnath is the Regulatory & Legal Compliance Head for RBST Wealth. He has over 15 years of experience in the financial services industry.

Mr. Bikash Paul

Mr.Bikash Paul is the Product Head for Insurance, having joined RBST 10 years back after being an entrepreneur in the Mutual Fund industry. With an experience of over 14 years.

Mr. Santanu Karmakar

Mr.Santanu Karmakar is dedicated Financial Consultant specializing in holistic Family Need Plaining.With RBST Wealth belief that every family deserves a secure and predictable financial futute.He helps clients navigate life’s most critical milestones using a balance of wealth growth and risk protection strategies.

Mr. Sumit Chatterjee

Mr. Sumit Chatterjee is highly accomplished Strategic and Planning Expert with extensive experience of 8 year in financial service sector,specializing in the scaling,distribution,and strategy of mutual fund and insurance products.

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