Guiding Indian Families Toward Financial Certainty
Makkar Investor Services LLP (MIS) was founded on a steadfast conviction: financial guidance should be honest, patient, and centered around real people, not product sales quotas.
Meet the Promoters Behind MIS
Combining decades of market experience with modern portfolio analytics to serve families across India.
Rajesh Makkar
Pioneering financial distribution and client relationships in Haryana for over 17 years, instilling disciplined, generational wealth habits.
Shubham Makkar
Driving digital portfolio structuring, disciplined goal-planning, and client-first wealth solutions across mutual funds, insurance, and lending.
The “Plan • Invest • Grow” Operating Philosophy
In a crowded financial landscape filled with misleading claims of quick riches and guaranteed returns, we take a disciplined, long-term stance. We believe the true determinant of financial success is not chasing volatile market fads, but building an ironclad plan and executing it consistently.
Advisory Standards & Regulatory Compliance
- AMFI Registered (ARN-367823): Strictly compliant with AMFI Code of Conduct and SEBI regulations governing mutual fund distributors.
- LLPIN ACX6530: Formally incorporated as a Limited Liability Partnership (Makkar Investor Services LLP) with structured governance.
- Full Disclosure of Commissions: We earn trailing distribution commissions paid by AMCs as permitted by SEBI for Regular Plans.
- Zero High-Pressure Sales: We do not cold-call or sell toxic products. Every consultation begins with your financial wellbeing.
Consult Us for Lasting Financial Growth
Four fundamental disciplines that distinguish our advisory practice from transactional product selling.
Expertise & Specialized Knowledge
We are professionals with specialized knowledge in investments, taxes, retirement planning, estate planning, and risk management. Guidance rooted in 17+ years of rigorous market experience.
Objective, Data-Driven Guidance
When making important financial decisions, emotions like fear or greed can derail portfolios. We provide an external, unbiased perspective based on verified numbers and proven asset allocation.
Holistic Financial Wellness
We ensure complete financial wellness covering budgeting, debt management, investment strategies, insurance protection, and retirement, aligning all pieces toward your long-term security.
Goal Setting & Custom Strategy
We help clients formulate realistic financial milestones — home purchase, children's higher education, or retirement corpus — crafting personalized strategies mapped to risk appetite and timeline.
Why Investors Seek Our Guidance
Crucial life milestones and complexities where seasoned financial navigation makes all the difference.
Approaching a Major Life Event
Life events such as retirement, the passing of a loved one, marriage, having children, receiving an inheritance, selling a business, or exercising ESOPs often result in substantial funds that need to be thoughtfully invested.
Managing Complex Financial Situations
As wealth increases, so does complexity and risk. Seeking expert guidance can help you manage your investments with greater confidence and mathematical discipline.
Recovering From Financial Missteps
Many investors realize they need professional financial guidance only after making costly mistakes with timing markets, unregulated schemes, or inadequate insurance.
Addressing Key Person Risk
Often, one person in the family manages all finances while the spouse is left out. If something unexpected happens, it can be overwhelming for the family to handle money matters alone.
Lack of Time or Motivation
Many people choose dedicated financial guidance to reduce stress and save time, enabling them to focus on what truly matters in their careers and lives.
Defining Clear Financial Goals
A professional financial distributor provides a structured process and objective perspective to help clients make smart choices and reach their life goals.
Serving Clients Locally in Rohtak & Digitally Across India
With fully digital paperless KYC, online portfolio trackers, and in-person advisory at our Ashoka Plaza office, we provide seamless assistance to families across Haryana, NCR, and NRI investors worldwide.
Have a Question for Our Team?
Reach out to our advisory desk in Rohtak for an introductory, no-obligation conversation.