About Us


Rev is the vision of the founder members, core team with over 12 years of rich experience in the financial services industry. We are an independent, ‘free only’ financial services firm specializing in the field of personal Financial Planning, Investment Advisory & Management, and Consulting services with a deep commitment to fulfilling our client’s financial advisory needs.

We represent, hold an affiliation with major financial institutions like banks, insurance companies, asset management companies, NBFCs, etc. for all kinds of selling or marketing of their financial products. We receive remuneration, brokerage, incentives, commissions and other consideration financial product providers on the suggested financial products/transactions that may result from the implementation of our suggested financial plan, investment advisory & management and/or consulting services. We are zero cost to the clients since various intuitions are affiliated with us on the best deals.


As an Independent Financial Planning company, we help our clients through the process or direct them where to go various Financial Products to get competitive rates negotiated by us, as we are not in the business of selling any financial or insurance products. Our income is only from the services rendered to them for financial education and awareness.

We research whole of the market and as far as possible depending upon the product availability to suit your requirement, we only suggest low cost / zero cost products such as DIRECT plans in Mutual Funds, Exchange Traded Funds, Advised stock portfolios, Life insurance policies with great assurance and guaranteed with pure term life insurance, health/medical insurance, other general insurance, etc. We work closely with clients to ensure that their interests are at the absolute center of everything we do.


Our truly personal approach is based on building long-term relationships. We get to know you, your situation and your goals. We then recommend the right mix of services for you and stay with you for the long haul. All the expertise in the world would mean nothing if we weren’t able to tailor our advice to your specific needs. That’s why our approach is built around relationships. Before we make any recommendations, we find out about the risks that worry you; about the opportunities that excite you; about where you want to be in ten, twenty, thirty years’ time, about what you want to do for yourself, for your family or maybe for society, for needy or anything else you might want to do. Once we have a sense of your situation, your tolerance for risk, and your wealth and lifestyle goals, we start working on a personalized financial strategy. And we’ll be here for as long as you need us. 

Why Choose Us?

  • Registered with SEBIWe are registered as with the SEBI (Securities and Exchange Board of India), the regulator for the securities market in India, as per the SEBI Regulations. Registering with SEBI gives the adviser a license to practice advisory business.
  • Certified with the IRDA We are certified with the IRDA (Insurance Regulation Development Authority of India), the regulator for the Insurance market in India, as per the IRDA (Investment Advisers Regulations ). Registering with IRDA gives the adviser a license to practice the advisory business. Also, every employee and associate direct or indirect is certified to maintain hygiene in unbiased advisory practice.
  • No Investment AdviserOn and from the commencement of these regulations, no person shall act as an investment adviser or hold itself out as an investment adviser unless he has obtained a certificate of registration from the Board under these regulations. Certified Investment Advisers (PFA: Professional Financial Advisors) are individuals, corporate bodies, or partnership firms that are, for compensation, engaged in the act of providing advice and making recommendations/suggestions to their clients.
  • Fiduciary DutyOne of the things that make PFA different from others is that they are bound by a fiduciary duty. Fiduciary duty means that they are required to act in the best interests of their clients. The investment adviser shall ensure that all investments on which investment advice is provided are appropriate to the risk profile of the client. An investment adviser shall not receive any consideration by way of remuneration or compensation or in any other form from any person other than the companies, in respect of the underlying products or securities for which advice is provided.

What next? How to Become a Client?

Our approach can help you invest appropriately to maximize the probability of reaching your financial goals, reduce your tax exposure, analyze your insurance needs and help you to plan successfully the transfer of your wealth to your next generation or as per your wish. If you think this method is logical and understand the worth of creating a holistic financial roadmap that enables you to maximize your wealth and minimize mistakes in the consequent years, then maybe we can work together. The first step to becoming a client is to get in touch with our Professional Financial Advisor for a no-obligation meeting. It’s just a way to find out how we may be able to assist you and then we will guide you through the process.

Life Insurance
Medical Insurance