You can download the complete portfolio report including mutual funds & other assets. Get the historical performance of your portfolio easily & track the portfolio at your fingertips.
choices
Live your choices.
Niharika kapoor ,28 yrs
Wants to go big on teaching yoga to the world!
Kunal wadia, 22 yrs
Wants to become the next Zakir Khan
Anaaya kochar, 25 yrs
Aspires to write a global best-seller
Sirefa Finserv Private Limited
Why Choose Us
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Focus on innovative product and technical analysis
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Managed and Monitored by a Team of Experts
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Need and Goal based Customized Solutions
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Regulatory Compliant
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Active portfolio management and dynamic asset allocation
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Global investment products and services
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Client-Centric Approach with comprehensive financial solutions
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Transparency of Product and & Revenue structure.
VALUE PROPOSITION
Value of a Trusted Advisor
Helping beyond just numbers and investments with Unbiased Advice
- Act as coach to keep me on Track
- Understand me and my Unique Needs
- Has relevant Knowledge & Experience
- Protects me from Media Noise
Living a Meaningful Financial Life
100%
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00
Families Served
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00
cr+Asset Managed
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00
yrs+Experience
Life is a Celebration When Your Wealth is in Good Hands!
Services
Our Services
Goal Based Investing
Investing in mutual funds is a smart option to grow your wealth. Mutual funds pool money from various investors to buy a diversified portfolio of stocks, bonds, and other securities. This diversified approach reduces risk and allows you to benefit from professional fund management.
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Fly Financial Free Dom
Our Portfolio Management Services are designed to grow and protect your wealth. We offer a range of investment strategies tailored to your financial goals.
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Insurance & Risk Planning
Insurance is a shield that safeguards your assets and secures your future against unforeseen events. A comprehensive range of insurance services offers tailored ways to meet diverse needs.
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Regular Cash Flow Planning
Financial planning is the process of organizing your finances to achieve your financial goals. It involves creating a budget, setting financial goals, making investment decisions, and managing risk.
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Tax Planning
The National Pension Scheme (NPS) stands as a cornerstone for a stable retirement, offering a structured approach to safeguard your financial future.
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Risk Score
Risk Score
Risk ScoreBring advantage of your personality to investing
Success in your story happens when you know what you are doing and why. Bring an edge to your investing by taking decisions that match with your investor personality.
3,00,000+ assessments taken so far...
How to start your journey with Sirefa Finserv?
Invest
Invest with the very best!
SIP
Systematic Investment Plan
Invested
1,20,000
Returns
1,20,000
Total
1,20,000
Client Testimonial
What They Say About Us
Impressed with their financial expertise. They've made a significant difference in my investments, and their strategies have maximized my returns.
Impressed with their financial expertise, they've boosted my investments and guided me to success. I highly recommend their services.
Incredible support and guidance – they've helped me achieve financial stability and growth quickly. I'm a highly satisfied client.
Features
Top Features We Provide
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Portfolio Analysis
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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 the goal like child education, marriage or retirement.
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Research
Invest in well researched cherry-picked perfectly balanced portfolio.
Our Guarantee
Spam-free advise guarantee
We know how much your time means to you
100% free consultation from the industry' top insurance advisor
Highly qualified team with 18+ years of experience
No mis-selling of products.
Choose what is right for you
24/7 assistance when filing a claim from our support team.
With you every step of the way
Taxation
Money Saved is Money Earned
Financial Plan
Download our Sample Financial Plan
One document that gives a Holistic View of you financial life.
Our Partners
