About Me
Sevenraysfinance was incorporated in the year 3rd July 2018. Presently our firm has 2000+ satisfied clients across India and abroad.
We help clients to achieve their Financial Goals with effective and smart investment planning using State-of-the-art technology platform partner Fundzbazar. We are channel Partner to Prudent Fundzbazar; which has pan India presence and it is one of the biggest national distributors with presence in 34 states and more than 600+ cities.
Read MoreOur Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
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
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
“As we all know, questions like when & where to invest could be complex as there are multiple avenues to invest and the problem comes when you get stuck in a bad investment. For me, the risk of getting stuck in a bad investment was taken away by Col Ajay Gupta. His passion, knowledge, and a genuine interest in achieving the best for clients is what makes him a truly professional Financial Adviser. The best part of his advice is that for him the client’s interest is always first. He is totally focused in ensuring that client gets the right guidance and does not end up investing in an opportunity which is not beneficial to the client. He possesses the technical knowledge of this field, and his business excellence sets him apart from others. If you are looking for someone who can take care of your hard-earned money, I would recommend him for sure and I can also assure that through his guidance one would be able to achieve better financial outcomes.”
Abhishek Pundir
Head of Tax, Sodexo India
I started my investment journey very late in life . Thanks to Ajay, that today I have good investments . His advice has been very helpful . Today whenever I have to make any investment, I always call him . He is very approachable and explains very well. Once I was talking to him on the phone and a repairing guy heard me discussing investments with Ajay , he too called him up , took his advice and started investing . Almost 8 yrs since I have started investing on his advice and I am glad that I did.
Everything is just a call away , I didn't have to physically go anywhere to do any documentation.
He adviced me as how we should invest as per our long and short term goals and also to invest in liquid funds.
Manisha Gupta
Bombay Homemaker
My relationship with Ajay was forged way back in the summer of 88 , when I first met him as a fellow Gentleman Cadet in the Officers Training Academy. From the word go, what drew me close to him was his principles, values, integrity and sincerity with which he approached anything and everything in life. We became best of friends and over the years this bond multiplied to the extent no words can describe.
So when I had to start an investment journey and plan finances, I didn't have to think twice , cause I knew that anyone who could or would plan my finances, cannot better Col Ajay Gupta. His commitment, knowledge, transparency and accountability is beyond par . To me Ajay is one I can trust my life on, leave alone finances .
Col (Retd) Rajnish Menon
-New Delhi