ask

Our Services

Demat

Instantly open your Demat A/c free of cost with Angel One Ltd. and enjoy Best-in-class broking services. Click to open free Demat A/C

Mutual Funds

Experience seamless investment in Mutual Funds with our services and easy-to-use platform. Our team of Professionals is destined only towards YOUR Wealth Creation and Achievement of your Financial Goals. Request A Call Back Here

Equity

Enjoy Long Term Wealth Creation through Direct Investment in Equity Market incorporating the Tax Planning along with the same. Request A Call Back Here

Derivatives

Explore the tremendous potential of Derivatives Trading and create a regular source of extra income. We offer Derivatives Trading in all the segments like Equity, Indices, Currency, Commodities and so on. Request A Call Back Here

HNI Portfolios

Hey HNIs, Pain is ours and Gain is yours. We responsibly handle various aspects of Managing and Growing HNI Wealth like Liquidity, Safety, Growth, Taxation and so on. Request A Call Back Here

Insurance

To be a One-Stop-Solution for all financial needs, we provide you with affordable and reliable Insurance Products like Life, Health and other General Purpose insurances. Our assistance during tough times of Claims gives us an edge over other players in the market. Request A Call Back Here

Bonds and FD

Invest in various Corporate Bonds and FDs through us and explore the world of Fixed Return Investment Options which are otherwise unavailable to the retail people. Request A Call Back Here

About Us

In the era of ever-changing ready-made fashion trends as well, the charm of tailor-made never fades away. Likewise, we offer tailor-made financial solutions which discovers and suits your needs the best and of course it looks like a PERFECT FIT !!! Our purpose is to build an all-inclusive platform backed by the ones who are well-versed with their jobs and driven by a robust technology and process along with a personal touch which differentiates us among the others.

We believe in offering variety of financial products which will have a varied suitability to different individuals and hence, can always come out as the best combination. We keep YOUR Wealth Creation at the core of our Brain and Heart and thus, you can always count on us with relief that your BALANCE SHEET will always be our PRIORITY over our PROFIT AND LOSS A/C.

SOME WORDS OF MOUTH

“When it comes to financial planning, I was procrastinating until I met with the right team who helped me to define, plan & execute my financial plan & goals in a very efficient manner. Shree Finserv Team did a great job analyzing my debt, expenses, and goals to come up with very robust financial planning. I highly recommend anyone to everyone to opt-in for your better future & rest assure for the accomplishments. ”

Jigar Navadiya,
Principal Software Engineer, CIPIO India Pvt Ltd

“ Financial planning requires right advice instead of random advice. I must say I have got the right one from Shree Finserv. Proper assessment of financial needs is very much crucial in financial planning. Shree Finserv has done a really good assessment of my financial goals and suggested appropriate strategies to achieve them. Experience has been awesome and it showcases how much they are professional in financial services. I highly recommend them to whosoever is in their 30s and have not done financial planning yet. ”

Amar Gondaliya,
Director of Technology, CIPIO India Pvt Ltd

“Impactful and meaningful financial advisory coupled with personalised services makes this 'ShreeFinserv' a unique entity. You must attend CA Kaushik's mind blowing questionnaires to get a financial reality check. ”

CA Pragnesh Kanabar,
Founder, The Audit Academy

“Hey Team શ્રી finserv !! On behalf of our family, I just want to say thank you for all your help ! I can scrupulously say our family has learned so much from you guys. You’re virtuous at what you do. We hope others would also appreciate your thorough knowledge and how enthusiastic you are about your profession. We really took in what you thought and planned for us about our current situation and we are so excited and motivated with the financial plan you helped put together 😊. Thank you again !!”

CA Dhaval Kanabar,
CFO, Phoenix Project Pvt. Ltd

“I connected with Prashant for the Demat account and also take my mediclaim policy from him he guided me in selecting the best policy for me and his response and support was very quick while filling the claim.”

"Thank you for your service."

CA Gaurav Sonar,

Our TEAM

Savan is Qualified Chartered Accoutant having 7 years of industry experience. He looks after fund management and integral operational aspects of the firm. He strives to consistently generate R.O.I. out of the firm's funds which can comfortably beat various industry benchmarks. He aims to build a successful Hedge Fund giving investors the access to Global Investment Opportunities. Savan is fond of Singing and he is always watchful of his E.Q. and I.Q. development by practising Values founded by the great indian culture.

CA Savan Pandat
Co Founder

Kaushik is a Qualified Chartered Accountant having 8 years of Industry Experience. He typically oversees and gets himself involved in the strategic decisions of the firm. He manages firm’s esteemed clients and their personal finance portfolios. His aim is to create financial awareness and empowerment among the youth of india. He is passionate about Shrimad Bhagvad Geeta and constantly tries to implement its teaching in life. He considers योगक्षेमं वहाम्यहम् as his driving force.

CA Kaushik Kakkad
Co Founder

Prashant, perhaps, is the most senior member of the team in terms of equity market experience. He is a visionary person backed by tremendous amount of passion. He typically manages portfolio of the firm and broking business. He likes to think out of the box and believes in taking courageous decisions at appropriate times considering various Risks involved. He is crazily a foodie and loves to roam around the world. He holds trust of the people by exhibiting his transparent behaviour.

Prashant Unadkat
Co Founder

Some facts about our consulting

0+

Years of Excellence

0%

Client Satisfaction

0+

Clients Served