The Rabaadi Difference
What makes us stand out
Indian Financial Markets stand out as one of the most dynamic arenas in the Global Economy, boasting a diverse portfolio of more than 1000 Mutual Funds, 900 Alternate Investment Funds, and 300 strategies for Portfolio Management Services. This extensive array of options often leaves investors in a state of confusion when it comes to selecting the right funds. Such uncertainty may lead to the choice of funds that are not in alignment with an investor's financial objectives, resulting in missed opportunities for maximizing returns within their chosen category.
Recognizing the intricacies of this decision-making process and the potential for underperformance, Rabaadi Financial Services has implemented a robust set of investing rules. These rules leverage a combination of both Qualitative and Quantitative information, ensuring an objective and rule-based approach that eliminates conflicts of interest and mitigates behavioural biases.
Our Qualitative Assessment takes into account various factors, including the reputation of the Asset Management Company, the experience of the Fund Manager, consistency of performance, and communication with investors and intermediaries. Regular engagement with Asset Management Companies, coupled with an in-depth understanding of their quality measures, aids us in assessing the fund's quality and its alignment with our clients' long-term financial goals.
On the quantitative front, we employ a comprehensive approach, utilizing rating criteria, financial ratios, expense ratios, standardized returns over different time scales, and more. This ensures the delivery of superior risk-adjusted returns across all categories and investment objectives for our clients.
By marrying both qualitative and quantitative dimensions, our rules serve as a powerful tool for selecting the best-fitting investments for our clients. Our goal is to empower investors with the confidence that their investments not only align with their financial objectives but are also well-positioned to navigate the complexities of the financial markets.
At Rabaadi Financial Services, we believe in providing our clients with a strategic and informed investment experience that ensures peace of mind even in the face of daily market turbulence, knowing that their money is strategically placed.
The Investment Journey
Investing for the long term can be an arduous process. We take stringent steps to ensure that our clients are prepared and comfortable throughout their investment timeframe. Our onboarding process and post-investment procedures ensure that our clients have all the information required and understand what they can expect from their investments with Rabaadi Financial Services.
Step 1: Understanding your requirements.
Investing is not just about buying and forgetting; the client must have a clear understanding of why they are investing and what their goals are. With Rabaadi Financial Services, we engage in an initial conversation about your investment goals and how you can achieve them. We also assist first-time investors in setting well-defined goals to ensure they have a clear understanding of their "why?"
Step 2: Crafting a strategic roadmap.
With your investment goals, we move forward by constructing an initial customized portfolio consisting of a few funds. Our approach involves a detailed analysis of how much investment is required in each fund to successfully achieve these goals. We ensure that the selected portfolio not only reflects your risk tolerance and time horizon but also incorporates a diversified mix aimed at optimizing returns.
Step 3: Account setup and finalization.
During this stage, we guide you through the necessary documentation and procedures to complete the account opening process and simultaneously start finalizing your investments with Rabaadi Financial Services. We work closely with you to ensure that the final portfolio aligns perfectly with your financial goals, risk tolerance, and time horizon.
Step 4: Ongoing monitoring and adjustments.
Rabaadi Financial Services implements a proactive approach. Once you are a client, your portfolio will undergo routine monitoring to track the performance of the funds against their category benchmarks and market conditions. This ensures comfort and enables you to know that your investments are well looked after.
Step 5: Client empowerment and check-ins.
The final focus is on client empowerment and scheduled check-ins. Through regular communication, we aim to keep you informed about your portfolio performance and for us to be aware of any changes in your financial situation or life goals. This ensures that your investment strategy remains aligned with your evolving needs and financial goals.
Who can invest with us?
Rabaadi Financial Services has a vision of ensuring that the financial objectives of our clients are met without compromise. We adopt a long-term and investor-comfort approach towards all investments, ensuring that our clients can remain comfortable even during periods of high volatility.
Presently, we are accepting investments only for clients that fall under the Individual Category as per the KYC regulations, we will be opening our doors to Non-Individual and Foreign Categories soon.
Individuals
Resident Indians
NRIs
(Non Resident Indians)
PIO (Person of Indian Origin)
Minimum Investment Requirements
SEBI mandates certain minimum investment requirements to avail of Portfolio Management Services or invest in Structured Products.
Minimum investments in Portfolio Management Services can vary from ₹50,00,000 (INR 50Lakhs) to ₹1,00,00,000 (INR 1 Crore) depending on the AMC.
Minimum Investments in Alternate Investment Funds can range from ₹1,00,00,000 (INR 1 Cr) to ₹10,00,00,000 (INR 10 Cr) depending on the type of AIF.
