Rubicon Team

17+

Years of Excellence

About Rubicon Finservices

Your Partner in Financial Success

At Rubicon Finservices, we believe that financial freedom is within everyone's reach. With over a decade of experience in wealth management and financial planning, we've helped thousands of clients achieve their financial goals.

Rubicon Finservices is a leading mutual fund distribution firm based in Kolkata, founded and led by Rohit Jain Bhansali. With a successful track record spanning over 15 years, Rubicon Finservices has earned a reputation as a trusted Mutual Fund Distributor for a diverse clientele.

At Rubicon Finservices, we cater to a wide range of clients, including businessmen, family offices, industrialists, fund managers, NRIs (Non-Residential Indians), film industry professionals, fashion designers, and more. We understand that each client has unique financial goals, risk tolerance, and preferences. Therefore, we offer personalized investment strategies tailored to individual needs, ensuring that our clients wealth is optimally managed.

Rubicon Finservices takes pride in its commitment to client satisfaction. We believe in building long-term partnerships based on trust, transparency, and integrity. Our proactive approach to communication ensures that clients are always informed about market developments and the performance of their portfolios. We strive to exceed expectations by providing ongoing support and recommending adjustments as needed to align with changing market conditions.

The firm is guided by the invaluable expertise of Mr. Prem Prakash Bhansali, a renowned figure in the financial industry and the chief mentor of Rubicon Finservices. His extensive knowledge, experience and networking skills further strengthen our capabilities.

"If you think about the long term then you can really make good life decisions that you won't regret later."

500+

Satisfied Clients

40+

Partner AMCs

Why Choose Rubicon Finservices?

We combine expertise, transparency, and personalized service to help you build lasting wealth

Expert Guidance

Professional advisor with years of experience in financial markets

Personalized Solutions

Customized investment strategies tailored to your financial goals

Transparent Process

Clear communication and no hidden charges policy

Wide Product Range

Access to top mutual funds, insurance, and investment products

Recognition & Credentials

Trusted by Leading AMCs

Our commitment to excellence has been recognized by India's top mutual fund houses

Rewards & Recognition

Rewards and Recognition from leading AMCs

25+

AMC Awards

Top

Distributor

17+

Years Service

"Mutual funds are all you need; there's no need to look beyond for financial success."
Rohit Jain Bhansali

Rohit Jain Bhansali

Founder & Principal Advisor

Professional Qualification

ICSI Final Examination Certificate - Rohit Jain

Company Secretary (CS)

Institute of Company Secretaries of India

June 2009 | Kolkata

Recognized By

Top 20 AMCs

Professional

CS Qualified

Client Trust

500+ Families