About Us

Welcome to RAHUL VASUDEV KATARIA AND ASSOCIATES

This company is managed by Rahul Vasudev Kataria prior to setting up this company; Rahul has been associated with the Wealth Management industry for over 8 years in various capacities – most recently associated with the Axis Mutual Fund.

RAHUL VASUDEV KATARIA AND ASSOCIATES is a comprehensive financial planning firm established to help our clients to build wealth. Our clients receive assistance only after we are fully aware of the client’s goal and objectives. Our recommendations are designed to be long–term solutions, not just short–term fixes. Our investment philosophy is based on our belief that the most important decision an investor can make is not which investment to buy, but rather, how assets should be allocated based upon the investor attitudes, objectives, circumstances and risk-taking capacity.

We are providing Financial Planning through Mutual Funds, Equity, Currency, Commodities, PMS Service, Private Equity, IPO’S, AIF and Life Insurance. We understand the exact needs of client and quick and smart solution to their financial needs.

Mutual Funds

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors. On the negative side, investors in a mutual fund must pay various fees and expenses.
Primary structures of mutual funds include open-end funds, unit investment trusts, and closed-end funds. Exchange-traded funds (ETFs) are open-end funds or unit investment trusts that trade on an exchange. Mutual funds are also classified by their principal investments as money market funds, bond or fixed-income funds, stock or equity funds, hybrid funds or other. Funds may also be categorized as index funds, which are passively managed funds that match the performance of an index or actively managed funds. Hedge funds are not mutual funds; hedge funds cannot be sold to the general public and are subject to different government regulations.