About Us

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Welcome to Rita FInserv, where we believe that everyone deserves a secure financial future. Founded on the principles of integrity, transparency, and personalized service, we are dedicated to empowering individuals and families to take control of their financial journeys through comprehensive financial planning.

Our Mission

Our mission is to provide expert financial guidance tailored to your unique needs and aspirations. We strive to demystify the complexities of financial planning, helping you make informed decisions that align with your goals. Whether you're planning for retirement, saving for your child's education, or simply looking to build wealth, we are here to support you every step of the way.

Our Team

Our team of certified financial planners and investment professionals brings a wealth of experience and expertise to the table. We are passionate about helping our clients navigate their financial landscapes and achieve lasting success. With a focus on building strong, lasting relationships, we take the time to understand your individual circumstances and develop strategies that work for you.

Our Approach

At Rita Finserv, we believe in a holistic approach to financial planning. We take into consideration all aspects of your financial life, from budgeting and saving to investing and risk management. Our process includes:

Comprehensive Assessments: We start with a detailed analysis of your financial situation, goals, and priorities.
Tailored Strategies: Based on our assessment, we create a personalized financial plan that outlines clear steps to achieve your objectives.
Ongoing Support: Financial planning is an ongoing process. We regularly review and adjust your plan to keep you on track as your life and goals evolve.

Our Commitment

We are committed to providing you with the highest level of service, ensuring that your interests always come first. Our dedication to transparency means you can trust us to provide honest advice and keep you informed every step of the way.

Join Us on Your Financial Journey

At Rita Finserv, we are excited to partner with you on your financial journey. Whether you are just starting out or looking to refine your existing plan, we are here to help you achieve your financial dreams. Contact us today to learn more about how our financial planning services can make a difference in your life.

Abhi Kathiriya

Director - Rita Finserv

Mr. Abhi Kathiriya is the visionary founder of Rita Finserv, established in 2024. With a deep passion for empowering individuals and families to achieve financial success, he set out to create a wealth management firm that prioritizes personalized service and holistic financial strategies.

Bringing over 10 years of experience in the financial services industry, They have cultivated a reputation for excellence and integrity. His journey began at a leading investment firm, where he gained invaluable insights into portfolio management, financial planning and client relations.

Under his leadership, Rita Finserv has grown into a trusted partner for clients seeking tailored wealth management solutions. They are dedicated to fostering long-term relationships built on trust, transparency, and a deep understanding of each client’s unique financial goals.

His commitment to ongoing education and staying abreast of market trends ensures that clients receive informed advice and innovative strategies. They believe that true wealth management goes beyond just numbers; it’s about aligning financial decisions with personal values and life goals.

Outside of work, he is passionate about financial literacy initiatives, reflecting a commitment to community engagement. They continue to inspire both clients and the team at Rita Finserv with his dedication to excellence and a client-first approach.

Krupal Gohel

Director - Rita Finserv

Mr. Krupal Gohel is the founder of Rita Finserv, established in 2024. With a strong commitment to empowering clients to achieve their financial goals, he has played a pivotal role in shaping the firm's vision and values.

Bringing 10 years of experience in the financial services industry, They specialize in financial planning, client relations.

At Rita Finserv, They focuses on client engagement, portfolio management, and strategic development. His passion for financial planning drives his commitment to delivering exceptional service and innovative solutions for clients.

They believe that effective wealth management requires a holistic approach, considering not only financial goals but also personal values and lifestyle aspirations. This philosophy guides his interactions with clients, ensuring a personalized and meaningful experience.

They continue to inspire both clients and colleagues with his unwavering commitment to excellence and integrity.