Rely Investments has been a true guide in my financial journey. Harish Sharma not only explained mutual funds in simple language but also ensured my investments are aligned with my long-term goals. I trust them completely for transparent and reliable advice.
Building Wealth, Securing Futures
BUILDING WEALTH THAT LASTS.
Independent wealth management focused on long-term growth, transparency, and trust.
About Us
Rely Investments is an independent, customer-driven Mutual Fund Distribution firm founded by Mr. Harish Sharma (CFP CM, MBA), who brings over 19 years of experience in the investment and mutual fund industry.
At Rely Investments, we are committed to providing unbiased and personalized financial solutions. Our focus is on helping clients simplify their financial journey through Mutual Funds, Goal-Based Planning, and Portfolio Management. Every recommendation is guided by transparency, integrity, and a client-first approach.
We believe in building long-term, trust-based relationships with our clients by listening carefully, understanding their needs, and offering solutions tailored to their financial goals and aspirations.
Integrity
We do what's right, always.
Transparency
Clear communication, honest advice.
Client First
Your goals are at the heart of everything we do.
Who We Are
Experience. Expertise. Empathy.
Founded by Mr. Harish Sharma (CFP CM, MBA), an AMFI Registered Mutual Fund Distributor with over 19 years of experience in the investment industry.
We believe in long-term relationships built on trust, transparency, and performance. Our client-first approach ensures that every recommendation is aligned with your unique goals.
Mr. Harish Sharma, CFP CM, MBA is the founder of Rely Investments and an AMFI Registered Mutual Fund Distributor. With over 19 years of experience in the investments and mutual fund industry, he has worked with leading institutions like SBI Mutual Fund and Religare Mutual Fund for M.P.
Passionate about bridging the gap between investors and opportunities, he is known for his attention to detail, empathy towards clients, and commitment to continuous learning. His vision is to simplify wealth creation and help individuals achieve their long-term financial goals through transparency, integrity, and personalized service.
Mr. Harish Sharma – Founder & AMFI Registered Mutual Fund Distributor
Services We Offer
Comprehensive solutions for every stage of your financial journey.
Comprehensive Financial Planning
A 360 approach to managing your finances, covering investments, insurance, tax, and retirement-designed to align with your life goals and secure your future.
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Goal Based Planning
Align your investments with life's milestones-be it children's education, buying a home, or retirement. We create personalized strategies to help you achieve your goals with confidence.
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Investment Planning & Portfolio Management
Build and manage a diversified portfolio tailored to your risk profile and financial objectives. Our approach balances growth, safety, and liquidity for long-term wealth creation.
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Mutual Funds
Research-backed fund recommendations
Financial Review
Regular portfolio and goal review
Risk Management
Strategies to protect and grow wealth
Wealth Creation
Long-term growth with smart investing
Financial Tools
Smart tools to help you plan better
Have questions?
Our tools are here to help you make smarter financial decisions.
Power Of SIP
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Our Features
Our Features
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Portfolio Analysis
We made the investment reports very easy through Mutual fund software for distributors, all the key data you can view in a glance. We provide the best financial management platform in India to advisors.
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Invest Online
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or purchase an ELSS.
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Goal Tracker
Give purpose to your investments; you can map all your investments with goals like child education, marriage, or retirement.
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Research
Invest in well-researched, cherry-picked, perfectly balanced portfolios.
Download the app now
Client Reviews
Anita Mehra
IndoreWhat I appreciate the most about Rely Investments is their personal attention. They listen patiently, understand my requirements, and suggest solutions that suit my needs rather than pushing products. A very professional and ethical approach.
Rajesh Verma
BhopalI have been associated with Rely Investments for several years now. Their knowledge, experience, and client-first mindset make them stand out. Thanks to their guidance, I feel more confident about my financial future.
Sunita Joshi
UjjainOur AMC Partners
Anita Mehra
Indore
Rely Investments has been a true guide in my financial journey. Harish Sharma not only explained mutual funds in simple language but also ensured my investments are aligned with my long-term goals. I trust them completely for transparent and reliable advice.
Rajesh Verma
Bhopal
What I appreciate the most about Rely Investments is their personal attention. They listen patiently, understand my requirements, and suggest solutions that suit my needs rather than pushing products. A very professional and ethical approach.
Sunita Joshi
Ujjain
I have been associated with Rely Investments for several years now. Their knowledge, experience, and client-first mindset make them stand out. Thanks to their guidance, I feel more confident about my financial future.
