About Ritik
Helping you invest with clarity, confidence and discipline
Ritik is a mutual fund consultant focused on simplifying investments for individuals and families. Instead of confusing jargon and market noise, you get simple explanations, suitable recommendations and a clear plan aligned with your life goals.
From first-time investors to those already investing on their own, Ritik’s role is to be your long-term financial partner – guiding you on SIPs, mutual funds, insurance and asset allocation in a way that feels practical and comfortable.
Ritik — Mutual Fund Consultant
Personalised guidance for SIPs, mutual funds & protection planning
Believes in simple, honest conversations about money, without pressure or fear. The aim is to make you comfortable with your investments and disciplined towards your goals.
150+
SIP Clients*
6+ yrs
Consulting Experience*
50+
Investment Plans Managed*
*Numbers for illustration. Actual figures may vary.
Our approach to financial planning
Every investor is different. Instead of one-size-fits-all recommendations, Ritik follows a structured yet flexible approach so that your plan feels customised and realistic.
- 1. Understand you: Your current income, expenses, savings, responsibilities and dreams.
- 2. Define clear goals: Children’s education, house purchase, retirement, travel, etc.
- 3. Decide asset mix: How much in equity, debt, emergency fund, insurance, etc.
- 4. Choose products: Mutual funds, SIP, insurance and other options suited to your profile.
- 5. Review regularly: Periodic check-ins to see if you are on track and make changes if needed.
Core values we follow
Simplicity over complexity
No confusing charts or unnecessary technical terms. You will always know where and why you are investing.
Suitability over trends
Recommendations are based on your goals and risk profile, not on latest market buzz or “hot tips”.
Long-term relationship
Focus is on building a relationship where you can freely ask questions and take decisions without pressure.
Who we usually work with
Young professionals
Just starting their career, wanting to start SIPs early for long-term wealth creation and future goals.
Growing families
Planning for children’s education, home purchase and proper protection through insurance.
Pre-retirement & retirees
Looking to structure their corpus through SWP, asset allocation and capital protection strategies.
Want to start your journey with Ritik?
Book a short discussion to understand how you can structure your SIPs, mutual funds and insurance in a simple, goal-based way.