NRI Investments
Simplified

Plan your investments in India with Rooted Bharat

₹55+ Crores


AUM

600+


Clients

15+


Countries

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OUR APPROACH

Client First

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TESTIMONIALS

What our Customers Say

Kajal RanyalRooted Bharat has been instrumental in my investment journey. Rooted Bharat helped me identify my financial goals, set small, manageable targets, and develop a responsible investment strategy over the last three years. Their personalized approach and dedicated support have made a significant difference in my financial planning.
Kajal Ranyal

Kajal Ranyal

Knowledge Expert McKinsey & Company

Suvan SurStarting from onboarding to investing in my first PMS, Rooted Bharat was there to guide me at each stage. I needed a reliable partner in India to navigate the complexities of investing in India. They provided the expertise and support I required to confidently make my investments. Their seamless process and professionalism have been invaluable
Suvan Sur

Suvan Sur

Principal Product Manager at Walmart

OUR PRODUCT

What We Provide

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Mutual Funds

Mutual Funds

Mutual funds take money from investors and invest it in individual investment vehicles. The mutual fund then passes along the earnings (and losses) from those investments to its owners.

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Portfolio Management Services (PMS)

Portfolio Management Services (PMS)

PMS has a higher risk-reward profile than mutual funds and might be an excellent investment choice for NRIs. It allows you to connect with the top expertise in the finance sector to help your money grow. The minimum investment for PMS is INR 50 lac.

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Alternate Investment Funds (AIF)

Alternate Investment Funds (AIF)

Mutual funds and PMS can only invest in publicly traded firms in India. AIFs can make investments in startups, unlisted firms, real estate, and other areas. They are specialist investment vehicles intended for HNIs.

MEET THE TEAM

Minds Behind Rooted Bharat

CEO, Rooted Bharat

Bishan Agarwal

Bishan served with distinction in the Indian Air Force for two decades, bringing discipline and strategic thinking to his work at Rooted Bharat. Veteran investment professional with over 20 years of experience in financial planning. His commitment to financial growth and client security drives the company's success.

CTO, RootedBharat

Ravi Agarwal

A seasoned Language Agnostic Developer with a decade of experience, excels in Android, Java, React JS, and Python. His problem-solving skills and collaborative nature drive innovation in software development.