Driven by the practice, committed to customise.
We deliver tailored financial solutions with precision and integrity.
Why should you choose us?
Quality financial service
We combine deep industry knowledge with a commitment to excellence, ensuring that you receive clear, practical, and effective financial solutions.
96%
Success rate
4000+
CPSE officers trained on Financial Planning
900+
Google Reviews
15+
Years of Experience
Customer testimonials
Hear success stories from our satisfied customers.
Discover how we've successfully guided our clients through their financial challenges with expertise and dedication.
Ashok A*****i
Ret. Director
"I got turn key solutions with Ratni from my retirement investments, to my last WILL. I appreciate their attention to details and quick turnaround time "
Kumari An****a
Ex IOCL, CGM
"I lost my husband in Covid. Ratni team helped me through the emotional trauma, prepare my child's educational plan & preserve the capital."
Arvind S***A
Executive Director
"I got i connect with Ratni just before my retirement. They ensured that i'm prepared for my retirals proceeds with regular income & tax optimisation "
S k Gh****ni
Ret. ED HR
"Working with your firm was a game-changer for my case. The personalized approach helped me navigate some difficult decisions. I feel confident and well-informed every step of the way."
Group Capt. Ranjit P**
Retd. IAF | Serving HAL
"I'm one who is aware about markets and was looking for a competent advisor to manage my corpus and grow in aggressive manner. I'm thankful that i met Ratni. My corpus now is more than 3X...
P Sree*****n
Ret. GM HR
"Ratni team helped me preserve my post retirement corpus from inflation & market volatility. Today i'm 4 years in my retirement and my corpus has nearly grown by 1.6X in a conservative approach."
A****a Roy
Executive Director, Retd.
"I appreciate your firm's unwavering commitment, which provided me with clear, actionable advice and exceptional support throughout the process. I'm glad I found you."
Capt. Sandeep M*******A
Flying Commercial Pilot
"I lost significant wealth in F&O and then subsequently paid another bigger sums in taxes. My closest friend recommend to Ratni. They help me grow my corpus meaningfully + incentivised taxes. I get complete turn key solutions under one roof.
Nirav D***** S***
Operations - PLL, Dahej Terminal
"Ratni conducted a investor awareness program at our office. I was immediately impressed by their depth and since i've been entrusting them for my portfolio. They help file my ITR, Capital gains, Child educations plans & drifted me away from any stale property oriented investmnts.
M**** Sehgal
CPA, USA | Deliotte | External Audit
"I'm only 35 yrs and my Net Worth today touched 30 Million +. All thanks to Ratni team for constantly reviewing my portfolio, suggesting best funds, migrating away from endowment policies & going full throttle in Global Investing. Kudos team RC !
Sanjiv K****
IAS ('91 AGMUT)
"I am a hard core equity investor. Rahul have been working with me since 5+ yrs. Reviews my portfolio quarterly. bespoke enough to self correct funds which underperform the benchmark and take corrective actions. Helped me build my post retirement Home and Retirement Corpus."
Rajender S L*****a
Director, Indian Aviation Academy
I retired badly trapped in 2 Home loans with o/s loan more than the total corpus. Ratni help me plan my retirement efficiently. Today the loans are paid-off and i'm Debt Free
Rajesh Ag****l
Ex ED, NTPC
I retired in 2025 and came across Ratni at one of the Retirement planning seminars at our office. They helped me moderately park the retirement corpus to beat inflation, minimise tax
Prof. Dipankar B******e
Director, IIST
PhD from Indian Institute of Astrophysics
Director, Aryabhatta Research Inst of Observational Sciences
Co-Chair, Aditya mission - ISRO
190+ peer-reviewed pubL | 4200 Citations in intL journal
Both myself and my spouse are serving in senior management and can't manage finances independently. We sought a trusted partner who could manage our investments, taxes, retirement, estate etc. We found this at RATNI !
Our Credentials
