Meet

our team

Daniel S , CFP

Founder & Principal

Richard Daniel , AFP

Business Development

Benny Daniel

Business Development

Dinesh Kumar T S

Operations

Raj Kumar B

Operations

Vision

Our vision is to be a leading investment solutions provider, recognized for our client-centric approach and innovative financial strategies. We aim to transform the wealth management landscape by enhancing financial literacy, delivering exceptional results, and supporting our clients in realizing their aspirations for a secure and prosperous future.

Mission

At RBM Investment Services, our mission is to empower clients to achieve their financial goals through tailored investment strategies, exceptional service, and a deep commitment to integrity and transparency. We strive to protect and grow our clients’ wealth while fostering long-term relationships built on trust and mutual success.
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