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
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.