About Us

About RACAP

RACAP is a wealth management company based in Bhubaneswar. The company offers personalized financial advisory services, leveraging its partnership with Motilal Oswal, a renowned financial services firm. RACAP aims to provide clients with tailored investment solutions, ensuring optimal growth and wealth management. Their services likely include portfolio management, financial planning, and investment advisory, catering to a diverse clientele seeking to achieve financial stability and growth.

Why Choose Us?

Vision

Empowering India’s wealth through unmatched trust and expertise

Mission

Empowering individuals to achieve their financial goals through customized planning and investment advice.

Core principle

We only recommend investments that we would be comfortable doing with our own family fund.

8 Years Of Active Trading Experience Within The Indian Financial Markets.

01.

Fund Size

Our Assets Under Advisement (AUA) currently amount to INR 100 million.

02.

Enhanced Customer Satisfaction

Over 90% of our clientele express satisfaction with the advisories provided.

03.

Networking Equates to Net Worth

We boast a robust network spanning various industries and fund managers, underscoring the importance of connections in wealth creation.

Timeline

2019
Initially Started Journey As Financial Blogger
2020
Started Investocon To Provide Education On Personal Finance
2021
Started Wealth Managing & Became Sub Broker Of Motilal Oswal Financial Services Ltd
2022
Had 150+ Clients With 300 Million Inr Aum
2023
Achieved 400+ Clients With Aum Of Inr 1000 Million
2024
Re Branded Investocon As Ra Cap

FAQ's

We provide a comprehensive range of wealth management services, including financial
planning, investment management, retirement planning, estate planning, tax optimization, and risk management.

Our experienced wealth management advisors work closely with clients to understand their unique financial goals and craft personalized strategies. We leverage a diversified approach to investment management and provide ongoing guidance to help clients navigate changing financial landscapes.

Our firm distinguishes itself through a client-centric approach, a team of seasoned
professionals, cutting-edge financial technology, and a commitment to transparency. We prioritize long-term relationships and focus on delivering tailored solutions to meet each client’s specific needs.

Yes, our wealth management consultancy is registered with prominent stock exchanges such as NSE and BSE. Additionally, we undergo regular audits conducted by SEBI, ensuring compliance with regulatory standards and maintaining transparency in our financial operations. As sub-brokers of Motilal Oswal Financial Services Limited, we adhere to high industry standards to provide our clients with a trustworthy and regulated investment environment.

Client confidentiality and data security are paramount to us. We adhere to strict industry standards and use advanced encryption technologies to safeguard your financial information. Our team is committed to maintaining the highest levels of privacy and compliance.

Our fee structure is transparent and based on the services provided. We offer a fee-for-service model or a percentage of assets under management, depending on the client’s preferences. Our goal is to ensure alignment with your interests and provide value through our expertise.

Getting started is easy. Simply contact our office to schedule an initial consultation. During this meeting, well discuss your financial goals, assess your current situation, and outline how our wealth management services can benefit you.

We prioritize the security of client funds by advocating a no custody approach. Clients retain control over their funds through their individual demat accounts linked with their own banks. Pay-ins and payouts of funds only occur directly in clients accounts, ensuring a transparent and secure financial transaction process.