35 Years of Excellence in Insurance, Mutual Funds & Financial Planning
Start Your Investment JourneyBuilding trust through expertise, delivering excellence through experience
With over 35 years of trusted experience, we at Yashraj Investments specialize in building and managing customized financial portfolios that help our clients achieve long-term growth and stability.
We proudly serve a strong and satisfied customer base of 1200+ families and investors, offering a complete range of financial solutions — from Mutual Fund investments and Insurance planning to Tax filing and advisory services.
Our mission is simple: to help you secure your future with expert guidance, transparency, and care.
📈 Your growth, our responsibility.
Certified professionals with decades of combined experience, dedicated to your financial success
Founder & Principal Advisor
Associate Advisor & Portfolio Manager
Access to India's top 10 AMCs with expert portfolio management.
Comprehensive life insurance solutions from leading insurers.
Complete protection against health emergencies and general risks.
Holistic financial planning covering retirement and education.
Expert investment advice tailored to your risk profile.
Regular portfolio health checks and rebalancing.
Real stories from real people who trust us with their financial future
Rajesh Sir has been managing my family's investments for over 10 years. His guidance helped us achieve our dream of buying our own home. The personalized attention and expert advice make all the difference!
I was confused about mutual funds and insurance until I met Tejas. He explained everything in simple terms and created a perfect portfolio for my retirement goals. Highly recommended!
The best financial advisors in the region! They helped me plan for my children's education and secure adequate health insurance for my parents. Professional, trustworthy, and always available.
Yashraj Investments transformed my approach to savings. Their systematic investment plans and regular portfolio reviews have helped me build substantial wealth over the years. Truly professional service!
After retirement, I needed expert guidance to manage my funds. Rajesh Sir's conservative yet effective strategies have given me peace of mind and steady returns. Their honesty is remarkable.
As a young professional, I was intimidated by investment options. Tejas made it easy to understand and start investing with small amounts. Now I have a growing portfolio and clear financial goals!
Aditya Birla Sun Life MF
Nippon India MF
ICICI Prudential MF
HDFC Mutual Fund
Tata Mutual Fund
Mahindra Manulife MF
SBI Mutual Fund
DSP Mutual Fund
Axis Mutual Fund
Motilal Oswal MF
India's largest and most trusted life insurer
Leading private life insurer
Premier general insurance provider
Largest standalone health insurer
+91 9421112634
contact@yashrajinvestments.com
Gurukrupa, Pat, Kudal
Sindhudurga, MH - 416522