Ruia Associates - Mutual Funds

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About this app

Ruia Associates is your own financial management firm that has expertise in financial services with one of its core focus on Mutual Funds. MF Investments help you to manage your portfolio very efficiently.

Proper investment guidance leads best result in future. We at Ruia Associates proudly known as investment experts. Most investment in stocks, mutual fund, NFO etc are balanced in such as manner that maximum ROI is achieved for the clients.

Investing your money is very necessary in today’s market. Best investment advice can allow you to grow it. This growth allows your money to build, creating wealth over time.

Ruia Associates is a one-stop solution for all your financial needs where Company's financials matter the most. We focused on our relationship with the clients by giving them personal attention.

We are very transparent in all our services which is our strong point to make long-term relationships with our customers. Though using one-size fits all strategies may be the common approach, as fiduciaries we specialize in tailoring plans to fit your current situation while laying a foundation to pursue future growth. From providing forward-thinking investments to estate planning strategies, we strive to help promote your total financial independence.

To maintain our exceptional service since last 25 years, we place a premium on accessibility and make ourselves available to you, your family, and your business at your convenience. Communication is paramount to successful relationships. We understand that personal situations and goals can change overnight, and we strive to provide the assurance that we’ll be here whenever you need us. As your strategic partner, we won’t just counsel you from afar. We’ll walk beside you every step of the way.

We are client-centric and devoted to cultivating long-term relationships with our clients. We take our role as Financial Planners seriously and are committed to serving the best interest of our clients at all times. We are not just investment managers- “brokers”. We are advisors who seek to be integral to your financial life.

All aspects of your financial life that you are concerned with matter to us and will be discussed in the course of our meetings and discussions.

We maintain a highly accessible business practice. You can expect to reach us whenever you need assistance and, under normal circumstances, the fee paid in managing your account covers everything.

We operate under a hybrid compensation model. Mostly we are compensated as a percent of the assets we manage for our clients. However, where it is in the client’s best interest to have us compensated by commission instead of an ongoing fee we will bring this option to the client’s attention and discuss the pros and cons thoroughly.

Key Features-
· Transact Online
· View Investments Across All Assets Classes, AMC wise and Family wise
· Recent Transactions for MF
· Check Holding Report for MF
· Factsheet
· Recommended Funds
· Market View - News and Videos
· Schedule tasks for your Advisor
· Alerts - SIP Expiry, SIP Bounced, SIP Terminated.
· Calculators
· E-locker facility to save all your personal documents and insurance policy copies

Website -
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Youtube -
MF -

In case of any discrepancies contact .
All Developer and Maintained by
Updated on
Apr 12, 2024

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Personal info
Data is encrypted in transit
Data can’t be deleted