- Consultancy Services
Financial Consultant in Andheri, Mumbai
Financial Management isn’t just about saving money in your bank account. It’s about investing wisely, choosing the right insurance, doing your taxes smartly and building long-term wealth – the right way. At RPAC, we have been helping clients in Andheri achieve their financial goals through trustworthy, unbiased financial advice for over 4 decades. We work ONLY in your interests. Our advice is never influenced by commission or product pushed.
- 40+ Years in the industry
- 500+ Active Clients
- 98% Happy Client Retention Rate
- What's included
Our Financial Consultancy Services in Andheri Everything Under One Roof
We handle the full spectrum from day-to-day entries to annual financial statements and system recommendations.
Investment Advisory
We provide personalised and carefully curated investment solutions based on your income, risk profile, financial objectives and long-term investment goals.
Tax Saving Investments
We carefully plan the mix of PPF, ELSS, NPS, insurance premiums and any other tax saving investments that can help you save taxes legally every financial year.
Mutual Fund Advisory
We help you invest in the right mutual fund category be it large cap, mid cap, debt funds, hybrid funds or liquid funds to achieve your financial goals.
Life & Health Insurance Advice
We provide an unbiased and thorough assessment of your insurance needs considering your family, dependents, income, liabilities and your overall risk profile.
General Insurance Advice
Advice on general insurance needs be it property insurance, vehicle insurance, or professional indemnity insurance for both individuals and businesses.
Equity & Stock Market Advice
We help you make informed equity investments focussing on risk, asset allocation, portfolio management for individuals and long term wealth creation.
- Why We
Why Every Business Needs a Financial Consultant
Financial consultancy involves advice on how to manage, invest, protect and grow your money systematically and with specific goals in mind. A financial consultant reviews your financial situation as it stands today and creates a plan that is tailored for you.
- We identify the right investment products for you based on your risk appetite, income and long-term financial goals.
- Know exactly where every single rupee of your business is always going.
- Having adequate insurance cover life, health and general, means that an eventful situation won’t disrupt your financial plan.
- A financial consultant helps you build wealth and protects you and your family.
- Trusted local Andheri experts proudly serving your business since 1986.
- Who we serve
How We Work Our Financial Consultancy Process
A simple, structured process from onboarding to monthly reports, fully handled end to end by our team.
Free Consultation
Call us or complete our enquiry form and we will understand your financial standing, earnings and future financial goals
Build your financial roadmap
We craft a financial plan to create wealth, save taxes, plan for retirement or fund your child’s education.
Turn your plan into action
We will even ensure your assets are structured efficiently and take care of the paperwork.
Review your financial plan
We revisit your portfolio periodically to ensure you are on track to meet your financial goals.
- Why Choose us
Why Businesses in Andheri Choose RPAC for Financial Consultancy
Our advice is purely based on your financial goals and objectives. We don’t receive any commission or incentives from selling financial products or bringing business from distributors. You will get unbiased and objective advice that’s always in YOUR best interest.
We do your income tax filing, accounting & auditing and GST compliance. This gives us insight into all aspects of your finances. From income to expenditures. Investments to liabilities.
Trusted by Andheri businesses and families since 1986.
Compliance built into every entry from day one.
- Common questions
Frequently Asked Questions
Answers to what clients typically ask before getting started.
Both terms are used interchangeably in practice. A financial consultant typically provides broader advisory covering investments, insurance, tax planning, and asset management — while a financial advisor may focus only on investments. At RPAC we cover the complete spectrum of financial consultancy under one roof.
Absolutely. Salaried individuals often have the most to gain from financial consultancy through tax saving investments, the right insurance cover, systematic mutual fund investments, and early retirement planning. Starting early makes a significant difference to long-term wealth creation.
Yes. We evaluate your risk appetite, investment horizon, and financial goals and recommend the most suitable mutual fund categories and specific schemes. We also monitor and review your portfolio periodically to ensure it stays on track.
Yes. Many individuals have insurance policies that are either inadequate, overpriced, or not suited to their current life stage. A professional review ensures your cover is appropriate, your premiums are competitive, and there are no critical gaps in your protection
Bank relationship managers and insurance agents are bound by the products their institution offers. At RPAC we are independent and have no obligation to any product or company. Our only obligation is to give you the best advice for your specific situation.