Ethics Finserve
Accelerating Growth
A new-age wealth management service which specialises in personalised investment solutions. We take a client centric approach rather than product centric approach to meet client’s financial goals
About Us
We are a full-fledged financial service provider which specialises in personalised investment solutions. We take a client centric approach rather than product centric approach to meet client’s financial goals. The vision is to spread right financial planning among people and help them set and meet their short-term and long-term life goals. We create highly personalised financial plan and help them in executing it by giving unbiased financial advice across all asset class.
Our team of highly experienced and skilled financial planners ensures that every client gets the most intricate and sophisticated advice to match his/her goal and risk profile.
Our technology support ensures that the set goals and strategies devised to achieve those goals are always available for tracking and review at your fingertips, with absolute ease and convenience.
Do You Know
-
81% of Indian parents don’t even know the cost of higher education in the future
-
71% of parents in India are willing to go into debt to fund their child's higher education
-
89% of healthcare expenditure is done out of pocket by Indians
-
71% of what they will actually need at retirement is what most Indians manage to save up
Source: Aviva Plan India Plan study. The survey was conducted across 8 cities
Products & Services
Mutual Funds
Add the best-in-class products to your portfolio and not just beat the inflanation, rather meet all your short term and long-term goals. After all, "Mutual Funds Sahi Hai..!"
Health Insurance
Safeguard against ever rising medical expenses. It helps in protecting your savings from getting wiped off in case of any unexpected medical emergency
Unlisted Stocks
Discover hidden gems with unlisted stocks - where potential meets opportunity
Equity
Explore the perfect balance of Risk and Returns by adding the direct equity shares to your portfolio, through informed decisions and calculated risk
General Insurance
Protect what matters most - from your loved car to your dream house, your shop or your travel... cover everything from the unexpected
FDs/ Bonds
Looking for safety and steady as well as guaranteed returns - choose from wide range of FDs and other Fixed Income products
Life Insurance
Secure your loved one's future with life insurance - peace of mind for you, protection for them. Life Insurance is one of the most important and responsible decision towards one's family
Loans
Turn your dreams into realty with our flexible loan solutions - your path to achieving goals starts here. Personal Loan, Business Loan, Housing Loan and many more
NPS
A government-sponsored Pension Scheme which is flexible, long-term and open for all to subscribe