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Our approach to investment is collaborative, insightful, and focused on helping you make powerful decisions. We offer innovative solutions to our clients’ financial needs.

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20+ Years of
Experience

Welcome to Rana Investments

In an era of constant changing and volatile financial Market, Investors need a Qualified / Trained and unbiased professional to help them in achieving their short term and long term financial goals.

We have two decades of experience in dealing with financial products. We offer technology-based services for our clients to effectively monitor their investments and help them make their dreams a reality. We focus at being the most reliable, prompt and efficient provider of financial and insurance services.

Our Ethos

1. Earn the trust and respect of our clients through impartial product positioning based on assessment of client's financial objectives, risk, return expectation and liquidity preference.

2. Deliver outstanding professional services by demonstrating high levels of commercial skill, technical knowledge, industry expertise and market awareness, that will exceed our clients' expectations.

Why Choose Us

CLIENT-CENTERED APPROACH

Our services revolve around our clients. We always put interest of clients at the first place. We believe that our growth lies in the client’s growth and prosperity.

EXPERIENCE AND ETHICS

Our strength lies in strong knowledge, vast experience and ethics which ensure best services for our clients. Our Core philosophy is ‘Striving to fulfill the highest professional and ethical standard by consistently acting in the client's best interest’.

What we do


A mutual fund is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. The mutual fund will have a fund manager who is responsible for investing the pooled money into specific securities (usually stocks or bonds). Mutual funds are one of the best investments ever created because they are very cost efficient and very easy to invest in (you don’t have to figure out which stocks or bonds to buy).

Fixed Deposits are one of the oldest and most common methods of investing. When it comes to assured returns, choosing the right type of savings scheme makes all the difference. Fixed Deposits let you make the most of value-added benefits as you create wealth at low risk. Fixed Deposits in companies that earn a fixed rate of return over a period of time are called Company Fixed Deposits.

An investment avenue in which an investor loans money to an entity (government or corporate) that borrows funds for a defined period of time at a fixed interest rate. Bond market has not attracted retail investors to it. But in recent times, lackluster equity markets and low rate of interest have attracted retail investors towards bonds issued by corporate.

There is more to tax saving than the exemptions available on investment made by you. With right investments, you will pay the right amount of tax and know how to tax proof your income and gains. After all, your capital is more productive in your hands and it can work wonders for you if invested properly. It starts with tax saving which can increase the take home income. These investments can also cater to a few of your needs. Tax saving is not restricted only to tax savings investments under Section 80C. There are several other components e.g. HRA, Home Loans, LTA, Sec 80D, Re-imbursements, etc to reduce the taxable income.

Portfolio Management Services (PMS), service offered by the Portfolio Manager, is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolios, your account may be unique.

Life Insurance is a contract by which you can protect yourself against specific losses by paying a premium over a period of time. Since each one of us, during our lives are faced with numerous risks – failing health, financial losses, accidents and even fatalities, our instinct drives us to cover ourselves against those risks. Though an insurance cover can’t protect you against the emotional losses arising out of these risks, it softens the economic crisis that usually accompanies these losses.

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