Financial Planning for Families, NRIs, and
Business Owners in India
Secure Your Wealth. Simplify Your Finances
Book a Free Consultation
We Help You Plan Your Future with Confidence
Whether you’re a salaried professional, an NRI, or a business owner, managing finances can feel overwhelming. At Rashi Enterprises, we make financial planning personal, simple, and strategic.
With 10+ years of experience, we offer:
Transparent advice with zero product-pushing
Customized plans for insurance, tax, estate, and investments
End-to-end support that evolves with your life goals
We’re not here to sell. We’re here to solve.
Let’s Talk About Your Financial Goals
Our Services
Financial Planning That Covers Every Life Stage
Protect your family’s future with affordable term, savings, retirement, and child plans. All options are available for you:
Term plan
ILP plan (Term plan + mutual fund)
Endowment plan
Income protection plan
Retirement plan
ULIP plan
Savings plan
Children plan
Health coverage
Secure Your Future in India, While You Grow Abroad.
As an NRI (Non-Resident Indian), managing your finances across borders can be complex. That’s where our specialized NRI Financial Planning services come in helping you make smart, compliant, and goal-oriented financial decisions in India.
Whether it’s building wealth, saving tax, buying insurance, or planning retirement in India, we make it easy and efficient while keeping your India dreams secure.
Smart Planning. Balanced Growth. Financial Freedom.
Your financial goals deserve a strategy, not guesswork. Our Portfolio Management service is designed to help you build, grow, and protect your wealth with a carefully crafted mix of investments tailored to your life goals, risk appetite, and time horizon.
Whether you're saving for retirement, your child’s education, or building wealth, we make sure your money is always working for you.
Running a business comes with risks. That’s where Business Insurance and Keyman Insurance step in offering financial protection to ensure your company stays strong, even during unexpected events.
A Keyman Insurance is a life insurance policy taken by a company on the life of its key employee or founder whose contribution is critical to business success. It provides a financial cushion to the business in case of the unfortunate demise of that key person.
Protect Your Wealth. Secure Your Legacy.
Estate Planning is more than just writing a will, it’s about ensuring your assets are passed on smoothly and legally to your loved ones, without disputes, delays, or unnecessary taxes.
Our expert estate planning services help you organize, preserve, and transfer your wealth as per your wishes, giving your family peace of mind when it matters most
Save More. Invest Better. Grow Faster.
Tax Planning is not just about saving money at the end of the financial year, it’s about strategically managing your income and investments to minimize tax liability while maximizing returns.
We help you make smart, legal, and effective decisions that align with your financial goals, while ensuring full compliance with Indian tax laws.
What our Clients say
Clear, honest, and insightful advice. I finally feel confident about my tax planning.
Rahul S., Entrepreneur, Bangalore
They made NRI investments so easy. I now have a proper plan for retiring in India.
Arun D., Singapore-based NRI
Professional, prompt, and genuinely helpful. Highly recommend their insurance advice.
Priya M., IT Professional
Ready to Secure Your Financial Future?
Start with a quick chat. No jargon, no pressure.