Plan your investments in India with Rooted Bharat
₹55+ Crores
AUM
600+
Clients
15+
Countries
Gujarat International Finance Tec-City (GIFT City) is India’s first operational smart city and international financial services centre. It aims to provide high-quality infrastructure, financial services, and a competitive environment comparable to leading financial hubs worldwide.
GIFT City plays a crucial role in positioning India as a global financial hub. It provides strategic opportunities for businesses and investors by ensuring seamless access to global markets while benefiting from India's growth potential.
Invest and redeem in foreign currencies like USD or EUR.
Explore the tax benefits offered by specific funds.
Benefit from a well-regulated investment environment overseen by IFSCA.
Experience a hassle-free onboarding process with simplified documentation.
Invest without the requirement of an NRE/NRO account.
Enjoy complete freedom with no restrictions on repatriation of funds.
An investment portfolio in equities, fixed income, debt, cash, structured products, and other individual assets, managed by a professional money manager and tailored to specific investment objectives.
AIFs operate as an exclusive club, offering unique investment opportunities beyond traditional options. These funds diverge from standard regulations, presenting investors with unconventional investments.
A variety of investment options catering to diverse financial needs. These products provide access to global opportunities, structured investments, and customized wealth management solutions tailored to investor preferences.
Rooted 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
Knowledge Expert McKinsey & Company
Starting 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
Principal Product Manager at Walmart
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.
Rohit Agarwal
A seasoned Finance & Investment Expert with a strong background in Mergers & Acquisitions, holding an MBA from MDI Gurgaon and CFA Level 2. With 5 years of experience at Deloitte and KPMG, he specializes in strategic investment planning, mutual funds, and portfolio optimization, helping clients achieve their financial goals with expert insights.
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.