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
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81% of Indian parents don’t even know the cost of higher education in the future
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71% of parents in India are willing to go into debt to fund their child's higher education
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89% of healthcare expenditure is done out of pocket by Indians
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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
OUR SERVICES
MUTUAL FUNDS
LIFE INSURANCE
HEALTH INSURANCE
