PLANNING READINESS SNAPSHOT

Where do you
actually stand?

Seven quick questions. In 30 seconds, we'll score your setup across savings, protection, and emergency preparedness — and email you a one-page PDF summary.

Step 1 of 8 · Primary goal0%

What are you primarily building toward?

Reliserve Wealth

Build your wealth. Protect your plan.

Get in touch

Phone: [Phone Number]
Email: contact@reliservewealth.com

Reliserve Wealth
#304, 3rd Floor, Laxmi Towers,
Swami Vivekananda Road,
Opp Junta House,
Panaji 403 001, Goa, INDIA

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Reliserve Wealth is the brand / trade name under which Rohan Ghotage, who is an AMFI-registered Mutual Fund Distributor (ARN: [XXXXX]) and an IRDAI-licensed Insurance Agent / POSP (License No.: [XXXXX]), operates.

Mutual Fund investments are subject to market risks; please read all scheme-related documents carefully before investing. Insurance is a subject matter of solicitation. Past performance is not indicative of future returns. We do not guarantee returns on any investment or insurance product. Our general approach is to use insurance primarily for protection and separate instruments for wealth creation, though the right mix always depends on individual circumstances.

Grievance Redressal: If you have a concern about our service, please write to grievance@reliservewealth.com or use our Grievance Redressal Form for a tracked response. Unresolved complaints relating to mutual funds may be escalated to AMFI (amfiindia.com), and those relating to insurance to IRDAI (irdai.gov.in) or the Insurance Ombudsman.

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