ABOUT US

We Are Pleased To Share With Our Journey Of 13  Years Which Was Started In 14th May 2011. We Started Our Journey as Kumar’s Financial Services from Very Small Firm with Just Few of Our Clients and Limited Staff. But As On Date We Have Come At Very Successful Stage With Approximately 1400+ Client.

We are certified mutual fund distributors recognised by the AMFI (Association of Mutual Funds in India) and also insurance advisors recognised by the IRDAI (Insurance Regulatory and Development Authority of India). You will enjoy single window access to a wide range of financial products, adequate to help meet your diverse financial objectives.

We Heartly Thanks To Our Clients Who Have Supported Us Through Out Small Journey From Fixed Deposits & Now We Are Giving Our Best In Other Products Also If We Get The Same Support In Future We Definitely Rise High.

Our Skills

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.

Mutual Funds85%
Capital Market80%
Fixed Income90%
Real Estate95%
PMS95%
Insurance95%

Client Services 

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.

OUR TEAM

Management:
Mr. Krishna Dileep Gupta

We Are Pleased To Share With Our Journey Of 13  Years Which Was Started In 14th May 2011. We Started Our Journey as Kumar’s Financial Services from Very Small Firm with Just Few of Our Clients and Limited Staff. But As On Date We Have Come At Very Successful Stage With Approximately 1400+ Client.

We are certified mutual fund distributors recognised by the AMFI (Association of Mutual Funds in India) and also insurance advisors recognised by the IRDAI (Insurance Regulatory and Development Authority of India). You will enjoy single window access to a wide range of financial products, adequate to help meet your diverse financial objectives.

 

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