Our Services

Comprehensive Financial Services, Designed Around You

From strategic planning to execution, we offer a full spectrum of financial services to help individuals and businesses grow, protect, and manage their wealth with confidence. Each solution is guided by integrity, experience, and a deep understanding of your unique goals.

Financial Solutions for Every Stage of Your Journey

Our core services are thoughtfully designed to support your evolving financial needs—whether you're building wealth, optimizing investments, managing risk, or planning for the future. With a personalized approach and expert guidance, we help you make informed decisions at every step.

Wealth Management

Wealth Management

RichStone Assets provides holistic and bespoke wealth management solutions designed to meet the evolving financial needs of individuals, families, professionals, and business owners. Our philosophy combines prudent risk management with long-term wealth creation.

Key Offerings

  • Mutual Funds: Goal-based equity, debt, hybrid, and passive investment solutions.
  • Alternative Investment Funds (AIFs): Access to private equity, hedge funds, real assets, and structured opportunities.
  • Portfolio Management Services (PMS): Professionally managed portfolios tailored to client risk profiles.
  • REITs & InvITs: Income-generating real estate and infrastructure investment opportunities.
  • Unlisted Shares: Curated access to pre-IPO and private market investments.
  • Structured Products: Equity and debt-linked instruments designed for specific risk-return objectives.
  • Corporate Bonds (Listed & Traded): High-quality fixed-income instruments for consistent returns on calculated risk.

Our boutique advisory approach ensures personalised asset allocation, continuous portfolio monitoring, and alignment with client financial goals.

Investment Banking Support Services

Investment Banking Support Services

RichStone Assets acts as a strategic ally to startups, SMEs, and growth-oriented enterprises seeking capital for expansion, innovation, or restructuring.

Scope of Services

  • Startup funding advisory
  • Connecting to Venture Capital (VC) and Private Equity (PE) fund houses
  • Venture Debt
  • Investor identification and engagement (UHNIs, HNIs, Family Offices)
  • Pitch deck preparation and financial modelling
  • Transaction support and deal closure assistance
  • Drafting deal related documentations

We leverage our network of investors and institutions to deliver optimal funding solutions while ensuring alignment with the client's long-term business vision.

Business & Strategic Consulting

Business & Strategic Consulting

We recognize the challenges faced by entrepreneurs, particularly within the MSME segment, who possess strong business capabilities but often require structured support in financial planning, business modelling, and investor or banker engagement. At RichStone Assets, we have built the expertise and advisory bandwidth to provide end-to-end support across these areas, strengthening financial foundations, enhancing governance, and enabling sustainable growth.

Key Service Areas:

  • Project Finance & Capital Structuring: Financial feasibility analysis, debt-equity optimization, and lender coordination.
  • Virtual CFO & Financial Leadership Services: Strategic financial planning, cash flow management, MIS reporting, compliance oversight, and board-level financial advisory.
  • Corporate Law Advisory Services: Regulatory compliance, corporate structuring, governance advisory, and legal documentation support.
  • Formation of Family Trust & Estate Planning: Structuring family trusts to ensure smooth wealth transfer, asset protection, and long-term legacy planning.

These services enable businesses and families to operate with financial clarity and regulatory confidence.

Global Capability Centres (GCC) Establishment & Advisory Solutions

Global Capability Centres (GCC) Establishment & Advisory Solutions

Global Capability Centres (GCCs) offer organizations—particularly mid-sized enterprises—a strategic pathway to access high-quality talent, advanced capabilities, and modern systems without significant upfront investment. Beyond cost efficiency, GCCs enable growing organizations to scale operations, adopt new technologies, and enhance business agility in a structured and sustainable manner.

In an environment of rising inflation, many mid-sized organizations find it challenging to establish GCCs independently or to engage Tier-1 GCC service providers due to high cost structures. As a result, there is an increasing need for flexible, cost-effective, and scalable GCC models.

Today, GCCs have evolved from being purely cost-optimization initiatives to becoming trusted strategic hubs that strengthen core operations and improve organizational responsiveness. With India emerging as a global talent powerhouse—supported by one of the world's largest and youngest skilled workforces—the GCC model provides a compelling framework to deploy skilled talent at scale.

RichStone Assets offers comprehensive, end-to-end advisory services to multinational corporations seeking to establish and scale Global Capability Centres in India, covering strategy, structuring, governance, and ongoing operational advisory.

Services Include:

  • GCC strategy and location assessment
  • Legal and regulatory structuring
  • Governance and operating model design
  • Financial planning and cost optimization
  • Ongoing compliance and advisory support

Our solutions help global enterprises leverage India's talent ecosystem while maintaining operational excellence and governance standards.

Loan Products & Services

Loan & Credit Solutions

We provide end-to-end advisory and execution support across a broad spectrum of secured and unsecured lending solutions, tailored to meet the financing needs of individuals, professionals, and enterprises.

Our loan portfolio includes:

  • MSME & Business Loans
  • Loan against Properties (Mortgage Loans)
  • Loan Against Securities (LAS)
  • Home Loans, Higher Education Loans
  • Other Customized Retail Loan Solutions

Our advisory-led approach ensures competitive pricing, efficient processing, and optimal loan structuring through trusted institutional partnerships.

Insurance & Retirement Planning

Insurance & Retirement Planning

We deliver comprehensive risk protection and retirement planning solutions designed to safeguard clients against financial uncertainties while enabling long-term financial independence.

Our offerings include:

  • Life Insurance: Term protection and savings-oriented policies
  • General Insurance: Property, motor, travel, and liability coverage
  • Group Insurance: Employee health and life insurance solutions
  • Retirement Planning: Structured pension and annuity solutions aligned with long-term financial goals
  • National Pension System (NPS): Individual and Corporate NPS advisory services

We provide unbiased, advisory-led solutions with a strong focus on adequate coverage, regulatory alignment, and long-term financial security.

Share Restoration (IEPF)

Share Restoration (IEPF)

We specialize in assisting shareholders in reclaiming unclaimed shares, dividends, and related assets transferred to the Investor Education and Protection Fund (IEPF).

Our Process Includes:

  • Identification of Unclaimed assets
  • Documentation and compliance review
  • Filing of IEPF claims
  • Liaison with companies and authorities
  • End-to-end tracking until resolution

Our structured approach simplifies a complex regulatory process, ensuring timely and compliant recovery for clients.