Start With a Dream

Your Journey to

Wealth Starts

Here

Whether you're investing for freedom, family, or your future — it starts with a goal. Pick what matters most, and we'll build a personalized plan.

Our Globally 20K+ Clients.
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Services
Our Core Financial Services

Explore our range of investment and financial planning services designed to help you build, protect, and grow your wealth with confidence.

Mutual Funds

Investing in mutual funds is a smart option to grow your wealth. Mutual funds pool money from various investors to buy a diversified portfolio of stocks, bonds, and other securities. This diversified approach reduces risk and allows you to benefit from professional fund management. Mutual funds offer an easy entry point into the world of investing, making them an excellent choice for both beginners and experienced investors. With mutual funds, your money is managed by skilled fund managers who analyze the market and select the best investment opportunities.

Mutual Funds

Fixed Deposits

Fixed Deposits (FDs) are a reliable and straightforward investment option. They provide a safe harbour for your hard-earned money, offering guaranteed returns with minimal risk. In this era of financial uncertainty, FDs stand as a beacon of stability. FDs are financial instruments where you deposit a lump sum with a financial institution for a predetermined tenure. In return, you earn a fixed interest rate, making it an ideal choice for risk-averse investors.

Fixed Deposits

Life Insurance

Life insurance is a vital financial tool that provides peace of mind and financial security for your family in your absence. It's more than just a policy; it's a promise of protection and care. Your agreement with an insurance provider is known as life insurance. The insurer promises to pay a certain amount to your beneficiaries after your death in exchange for recurring premium payments. This financial cushion helps your family maintain their quality of life even when you're no longer there to support them.

Life Insurance

General Insurance

General insurance offers a spectrum of coverage options to safeguard your assets and mitigate risks.

General Insurance

Motor Insurance

Discover tailored motor insurance designed to fit your needs perfectly, ensuring your vehicle's safety on the roads. Motor insurance shields your vehicle against accidents, theft, and unforeseen damages, providing financial security and peace of mind.

Motor Insurance

Portfolio Management Services

Our Portfolio Management Services are designed to grow and protect your wealth. We offer a range of investment strategies tailored to your financial goals. Portfolio Management Services involve professionals making investment decisions on your behalf, aiming to deliver optimal returns.

Portfolio Management Services

Health Insurance

Health insurance is a vital shield against unforeseen medical expenses. It ensures peace of mind by covering the financial aspects of healthcare. Health insurance is a financial product designed to cover medical expenses. It offers protection against the high costs of hospitalization, surgeries, and medical treatments.

Health Insurance

Loan Against Mutual Funds

Our Loan Against Mutual Funds service allows you to leverage your mutual fund investments for immediate financial needs while retaining ownership.

Loan Against Mutual Funds

Alternative Investment Funds

AIFs are privately pooled investment vehicles that collect funds from investors and deploy them into specified assets as per the fund’s strategy. These funds can focus on equity, debt, real estate, or other alternative assets, offering a structured approach to diversification.

Alternative Investment Funds
All Services
ABOUT US
About Us – Royal Legacy Investments

Royal Legacy Investments is engaged in providing financial services and information related to investments and allied financial solutions. Our approach focuses on clarity, transparency, and adherence to applicable regulatory guidelines.


We aim to support individuals and businesses by sharing relevant financial information and structured guidance aligned with their financial objectives, risk considerations, and investment horizons.


Our team follows a disciplined and research-oriented process while emphasizing informed decision-making and ethical practices. Clients are encouraged to carefully review all relevant documents and understand associated risks before making any financial decisions.

Our Impact in Numbers

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Years of Experience

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Happy Investors

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Expert Advisors

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Client Retention Rate

Select Your Goal
Invest with Purpose

Know exactly where to start—turn your life goals into a clear, actionable investment plan.

Not sure which funds are right for your goals? You're not alone—and that's exactly why we're here. Whether you're planning for retirement, saving for your child's education, or simply making your money work smarter, the first step is having a clear, personalized plan.

Take a quick, goal-based quiz designed by investment experts to understand your needs, preferences, and risk profile. We'll email you a mutual fund plan that matches your goal.

  • Tell us your goal
  • Answer a few simple questions
  • Get your goal-driven plan—delivered directly to you
Step 1 of 2 · Select your goal

What are you investing for?

Fund Performers
Explore the Best Mutual Fund Performers

Analyze the historical returns of top-performing funds to make informed investment decisions.

No fund data available

Calculator
Calculator Tools

Want to Know How Much You Need to Invest?

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Testimonials
Voices of Our Happy Clients

See how we’ve helped people achieve financial clarity and confidence.

Kunal Verma
Kunal Verma

I value the focus on suitability and long-term thinking. The guidance provided is practical, well-explained, and aligned with my comfort level and financial objectives.

Pooja Desai
Pooja Desai

The team made investing easier to understand and guided me step by step. I feel more confident about my financial planning due to their structured and transparent approach.

Rakesh Mehta
Rakesh Mehta

Royal Legacy Investments has helped me understand investing in a clear and structured manner. Their disciplined approach and transparent communication have given me confidence to stay focused on my long-term financial goals.

Neha Shah
Neha Shah

What I appreciate most is the clarity and patience with which concepts are explained. The team focuses on understanding goals rather than pushing products, which makes the entire experience comfortable and trustworthy.

Amit Kulkarni
Amit Kulkarni

Royal Legacy Investments follows a process-driven approach and maintains regular communication. Their emphasis on discipline and long-term planning has helped me remain consistent with my investments.

Advisor Advantage
Invest Smarter With Professional Support

An experienced advisor brings clarity, discipline, and ongoing support—helping you avoid mistakes and invest with confidence.

DIY Platforms
Key Difference
With an MFD
Self-research
Fund Selection
Expert-curated funds aligned to your goals
Basic questionnaire
Risk Profiling
Detailed professional risk assessment
Chatbot or email support
After-sales Support
Dedicated 1:1 relationship manager
Emotion-driven decisions
Discipline
Regular reviews & disciplined investing
Manual tracking
Portfolio Review
Periodic rebalancing & optimization
Recommended Funds
Where Should You Invest?

Compare investment options and see how your money can grow over time.

Monthly Investment5000
Investment Duration10 Years
Savings Account
6,90,750

Estimated at 3% annual return

Fixed Deposit
8,23,494

Estimated at 6% annual return

Gold
9,74,828

Estimated at 9% annual return

Mutual Fund
13,10,457

Estimated at 14% annual return

News
Latest News & Updates
Mobile UI
DOWNLOAD OUR MOBILE APPLICATION
Access Financial Services and Information Digitally

The mobile application provides convenient access to financial information, service features, and account-related updates, helping users stay informed while adhering to applicable regulatory guidelines.

Scan to Download

Available for Android & iOS

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FINSAGE RESEARCH
Latest market intelligence

Stay informed with deep dives and actionable perspectives from our research desk.

FAQs
Frequently Asked Questions

Everything you need to know about our investment services, processes, and long-term financial planning.

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Get in Touch

We love to hear from you. Send us a message and well respond as soon as possible.