Welcome to Rise Financial Services

Build a stronger financial portfolio with us and achieve your financial goal with confidence.

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Personalised Wealth Management

Innovative Investment Solutions

Transparent & Ethical Approach

OUR STORY

At Rise Financial Services, our mission is to be your trusted partner in achieving financial well-being. Guided by the principle “Your Rise, Our Priority” we provide a complete range of financial services tailored to your unique needs.

As a franchise of the renowned Motilal Oswal group, we leverage their industry-leading technology and expertise to deliver exceptional support and guidance. Our advanced mobile application and comprehensive investment options under one platform ensure a seamless and transparent investment experience.

We take pride in our ability to offer a one-stop solution for all your financial needs, from investment planning and wealth management to insurance solutions. By understanding your goals and aspirations, we are committed to helping you achieve financial success.

Our Business Partner

Motilal Oswal Financial Services Limited (MOFSL) is one of India’s leading diversified financial services companies. Established in 1987, Motilal Oswal has grown to become a trusted name in the financial services industry, operating across segments like broking, asset management, wealth management, private equity, and capital markets. With a pan-India presence and a focus on value-oriented investing, Motilal Oswal has consistently delivered strong performance and has been recognized with numerous industry awards. As a franchisee of Motilal Oswal, we are proud to be associated with a reputable and well-established firm committed to helping clients achieve their financial goals.

HEAR FROM THEM

Deep from Rise Financial Services has been an eye-opener for me in terms of managing my finances. He showed me my current financial position and what I need to do to secure my present and future finances. He has been very approachable and friendly in providing recommendations, suggestions, and answering my questions about financial investments. I am very satisfied with the service and experience.

Abhinandan Jain

Dhanbad

Rise Financial Services approach to creating a financial plan is simple yet methodical, covering all aspects of risk management and wealth creation while factoring in your behavior, particularly with money. The meeting with Deep was not only about new investments, but also about my investment style, reducing tax burden, and managing future fund withdrawals. As a current client, I am happy to recommend Rise Financial Services.

Jayant Kumar

Dhanbad

In our first conversation, Deep understood my financial needs very well based on my age, lifestyle, income, and goals. Regular meetings built my confidence in his approach to financial planning. He helped me restructure my existing portfolio to reduce excess risk and designed my future investment plan to balance capital appreciation and preservation.

Vipul Bavishi

Chennai

As a beginner in the stock market, I needed a trustworthy financial partner. Deep from Rise Financial Services was the perfect fit. He took the time to understand my goals and gave me investment strategies to match. His approach was very simple. Advanced mobile application to track my investments and regular reports made the process easy, transparent, and enjoyable.