Our Services
Financial Planning
A customised financial plan that consolidates all your financial data into one report, maps out your requirements and reviews your existing investments on their suitability to your profile. A highly recommended first step prior to beginning fresh investments.
- Client risk profile assessment
- Assessment of liabilities and asset-allocation balance
- Assessment of insurance coverage adequacy
- Assessment of monthly/annual cash flow requirements
- Mapping of major life goals, financial targets, and timelines
- Financial Planning Report with step-by-step recommendations.
Portfolio & Investment Advisory
Research-driven investment advice aligned to your goals across mutual funds, fixed income instruments and direct stocks. We actively manage your investments to ensure you are always in the right assets — with end-to-end support from decision-making to transaction management.
- Portfolio construction with diversified allocation to high-performing sectors
- Recommendations to add, reduce and hold stocks and sectors
- Periodic reviews — at least four per year, more if the situation warrants
- Ad hoc portfolio reviews on request
- Personalised portfolio matched to your financial goal and risk appetite
- Competitive fee structure with no profit-sharing.
Our Team
Rhutu Mantri
Co-Founder
Rhutu Mantri is a SEBI Registered Investment Adviser with over a decade of experience in stock investing and the financial services industry. She has previously worked in equity market research with investment veterans at Abakkus Asset Manager LLP and Prabhudas Liladher. She holds a Bachelor of Business Administration (Hons) from Kingston University London and a Masters from SP Jain Institute of Management & Research.
Rhutu strongly believes in close engagement with her clients, tailoring investment strategies to meet their unique needs and goals — with the aim of helping each client achieve financial freedom.
Naitik Goyal
Co-Founder
Naitik Goyal is the Co-Founder of Riser Investments, with over a decade of experience in financial services and client advisory. A graduate of Kingston University, London, he specialises in portfolio strategy, financial planning, and understanding investor behaviour.
His client-first approach focuses on making wealth management transparent, personalised, and focused on long-term value.