Welcome to Banconus

We are a boutique financial firm offering financial products suited to client needs. We work hard to help our clients realise their goals by making their hard-earned money work for them.

'Being Financially Fit' is a life long journey and our intent is to be your TRUSTED guide for LIFE. We become our clients' coach, friend, remaining detached when fear or greed takes hold while becoming attached when life challenges them. After all isn't that what BFFs do!

Over the last 15 years, we have become the preferred name for people of all ages, varied professions living in various parts of the world. Winning various awards, we have extended our services to include tax and insurance planning.

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Our Team

Rajee

Rajee is an All India Topper in her CA examinations. She is a Financial Planner for 15 years and is certified by the Financial Planning Standards Board of India. Her expertise includes taxation, mutual funds, investment planning, and retirement solutions. She was recognised as one of the top 10 Women Consultants in India in 2020 by the business magazine CEO Insights. Read Full Story.

Driving financial literacy is a cause Rajee is most passionate about. To her, if one needs to master money, then, it all begins with their relationship with money. On that note, Rajee embarked on a mission to help educate not just her clients, but even others who do not seek her expertise. Thus was born “Money Matters”, a financial education program, emerging from years of experience in helping people manage their money & investments better. Read more…

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Ramkey

Ramkey has been investing in stock markets since the early 1990s and the love affair continues.  Even as he lived and worked in 10 countries, he continued to learn about investing and fine-tuning his skills.  He has invested in various international markets and writes about the stock markets in his weekly blog.

With a CA and MBA from Ross Business School & London Business School under his belt, he worked up the corporate ladder and his last job was MD, CFO Asia Pacific for JP Morgan in Hong Kong.  But true to his college time pact with himself, when he turned 40, he gave it all up and moved back with his wife Lakshmi and 3 young children (all below 10 years at that time) to Chennai, India. Read More…

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One-Stop Solutions for all investors

Be Financially Fit (BFF)

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+ Happy Clients
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+ years of continued excellence
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+ years markets experience
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+ crores AUM

Variety of Services to suit ALL your Financial Needs

We provide independent, neutral advice to ensure your Money Works for YOU.

Financial Services FAQs

Here are some of the most commonly asked questions about investments and financial solutions.

There are many investment avenues for Indians saving for their financial goals. Real Estate and Gold occupy a high part of asset allocation. One can invest in Equity both in India and aborad directly or via Mutual Funds. Debt comes in various kinds from Fixed Deposits to Corporate Bonds to Debt Mutual Funds. Retirement options also include PF, NPS and PPF. Senior Citizens have other options including Sr Citizens' Savings Scheme (SCSS) and Pradhan Mantri Vaya Vandana Yojana (PMVVY).

Virat Kohli and Roger Federer have coaches...and even Arjun needed Krishna.

A Good financial Coach helps:
1. Simplicity > Complex
2. Protect you from your emotions
3. Help you with what you need not necessarily what you want
4. Navigate you through life's complex decisions
5. Outsource the day to day monitoring and stress to someone else while focusing on what you do best.

We, at Banconus, offer comprehensive financial products that are aligned to your goals. With Equity, Debt and Hybrid Mutual Funds that invest in both Indian and International companies, most of ones needs can be met. For more details please visit our Services page.

Financial Diagnosis is key to understand your present financial situation & take corrective actions to meet your financial goals.

To enable this we provide 3 tools:
1. Financial Health Check - Understand if you are on track to meet your goals.
2. Financial Goals - Simple goal tool that sets you towards your desired destination.
3. Financial Fact Finder - Thorough analysis for those who want to get a detailed analysis.

With a combined 50+ years of experience, both Rajee & Ramkey share a penchant for life and believe wealth management is beyond equities and investments.

Rajee is an All India Topper in her CA Examinations and is a Financial Planner certified by the Financial Planning Standards Board of India. Ramkey is a CA and also has an MBA from the University of Michigan and London Business School and has been investing in the stock markets for close to 3 decades.

If you have any query related to investments

90% of our new clients come from referrals

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Our Partners

Symbiotic relationship that works to enhance our Clients' lives

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An astounding majority of the people have little to no idea about managing money. The word money brings many emotions to mind – fear, greed, need, security but never confidence.

No need to worry about it; we are here and happy to help you.