About Us
Welcome to KAUSHALYA FINANCIAL SERVICES. We are successfully providing Financial Services and Investment ideas to all our esteemed investor’s since more than 3 years. We commit our energies, intellect and knowledge to attaining the financial objectives of our clients by providing the highest possible level of service and delivering superior investment alternatives. We believe that putting the financial well-being of our clients first ultimately serves the best interests of our shareholders, our communities and ourselves.

We are certified Mutual Fund Distributors and Insurance Consultant. We offer comprehensive Financial Advisory services, having highly qualified and experienced team of Financial Advisors.

Our core purpose is to provide fast track financial solutions and thereby make people enjoy a secured retirement life. 
 

Services which we provided:

  • Financial Planning
  • Tax Planning
  • Portfolio Management Services
  • Asset allocation
  • Retirement Plans
  • Child Education Plans
  • Child Marriage
  • Also, short term goals like buying a new car, buying a dream home, going on vacations with more investment products etc.

Our Products for wealth creations:

  • Mutual Funds
  • Equity Shares
  • Fixed Deposit
  • Insurance
  • NPS (National Pension Scheme)
  • SMB (Secondary Market Bonds)
  • Capital Market and IPO cash segment

Our Strength:

  • Trade mark of Kaushalya Financial services
  • Transparency
  • On time and quality service
  • Advice to all Individual investor and whole families
  • Technology
  • Long term relationship building
  • Regular seminars on investment awareness
  • Back-office support

We are Associated with:

  • Redvision Technology
  • NJ India Pvt Ltd
  • Narnolia F.A.L.
  • Aditya Birla Capital
  • Masterstroke
  • Investment Idea’s
  • Star health Insurance