We Help You Achieve Your Life Goals

Qualified, Experienced, Regulated, and Trusted Team of Certified Financial Planners

From your first investment to growing, protecting, and passing on your wealth, let Zenith Finserve be your guiding force

Live a happy & fulfilling life by making your money work towards your life goals.

Comprehensive approach integrates personal values, promotes overall well-being, and ensures long-term sustainability. It helps you create a financially secure and fulfilling future that supports your overall happiness by considering the broader context of life and aligning financial decisions with your personal goals and values.

Comprehensive solutions involve several steps that integrate various aspects of life. It includes setting life goals such as vacation, car/ house purchase, financial freedom; assessing your current incomes, expenses, assets, liabilities, insurances, cash flows; and understanding your risk profile. Accordingly, develop a comprehensive blueprint that helps you to reach your desired goals from your current situation in an efficient way.

“The whole is greater than the sum of its parts.”
– Aristotle

Comprehensive Approach

We serve you through all the phases of your financial journey in life- accumulation, growth, preservation, & distribution.

Comprehensive Approach

We serve you through all the phases of your financial journey in life- accumulation, growth, preservation, & distribution. This makes the relationship extremely rewarding for each other. You need to align with only one partner for all your financial matters. We serve you life-long acting as your financial partner. This win-win life-long relationship ensures mutual cooperation & growth.

Fiduciary Standard

We voluntarily follow the globally accepted highest standard in the industry – the fiduciary standard.

Fiduciary Standard

We voluntarily follow the globally accepted highest standard in the industry - the fiduciary standard. We put your interest first & provide unbiased solutions. We serve you with unwavering integrity, unmatched expertise, & extensive research. We adhere to a code of ethics, pledging to provide services in your interest with the highest ethical & professional standards.

Personalised Suggestions

We invest time to understand your perspective towards life. We customise your finances to match your priorities.

Personalised Suggestions

We invest time to understand your perspective towards life. We customise your finances to match your priorities. We make it simple for you to understand your finances. This provides you confidence & satisfaction. It helps you stay on track & achieve your life goals. Most importantly, we keep all that confidential.

Clarity & Serenity

We provide you a life blueprint. This gives you a panoramic view of your lifetime financial journey.

Clarity & Serenity

We provide you a life blueprint. This gives you a panoramic view of your lifetime financial journey. It includes your current financial situation, your life goals, & the path that you need to take to achieve your life goals. This provides you clarity & serenity that your financial future is in safe hands.

Do you know?
Consumers with a comprehensive written financial plan are nearly 3 times more likely to feel very confident they will achieve their life goals.

Source – FPSB

Do you know?
Investors who work with financial advisors have nearly three times the net worth and four times the investable assets of those who do not.

Source – CIRANO

Do you know?
1 in 3 Indians believe their savings will exhaust within 5 years of retirement.

Source – Max Life Insurance India Retirement Index study 2021

Do you know?
Retail Investors’ Assets worth ₹6.35 Lakh Crores are lying unclaimed with various Indian Institutions as on 31-Mar-2022.

Source – Recoversy

Anuj Kesarwani

Anuj Kesarwani is the founder of Zenith Finserve. Anuj has more than a decade of experience in the fields of Holistic Financial Planning, Comprehensive Wealth Management, Holistic Retirement Planning, Holistic Estate & Tax Planning. He is qualified as an MBA, Chartered Trust and Estate Planner™ (CTEP™), Certified Alternative Investment Manager® (CAIM®), & Certified Financial Planner^CM (CFP^CM)

Zeal Paresh Doshi

Ms. Zeal Paresh Doshi is the co-founder of Zenith Finserve. She has around 7 years of work experience in the finance domain and specialises in Investment, Retirement, & Tax. She is a Certified Financial Planner, Certified Alternative Investment Manager^® (CAIM^®), & has cleared the prestigious Chartered Financial Analyst (CFA) Level 1 examination.

My experience was good with Zenith Finserve, they helped me to manage my finances and guided where to invest and how that will grow and help me to achieve my short-term and long-term goals. I will highly recommend if anyone is facing difficulties to manage their finances do reach Zenith Finserve.

Yogita Tiwari

IMS Proschool, Mumbai

I came to know of Zenith Finserve through a friend. I was convinced by the professionalism and futuristic planning chart provided by Mr Anuj Kesarwani a year ago. Miss Zeal who is also a partner has an in-depth knowledge on investments. The team with their expertise, knowledge, dedication can bring better financial outcomes for clients investing with them. I appreciate Zenith Finserve's commitment to create a wealth portfolio to achieve one's life goals. Thank you so much.

Suchitra Menon

Retired Teacher, Thane

Managing and growing our finances is a very vital aspect of family life and it is indeed difficult to find a genuine professional. Being doctors, we had very limited experience in financial planning and we understand the importance of having a specialist do the job. This thought led us to the pursuit of finding a financial advisor who is approachable, has in-depth knowledge in financial planning, is accountable, and is proactive. Our search for a financial advisor ended in February 2021, when one of our family friends (based in London) advised us to seek financial guidance from Mr Anuj Kesarwani, as he himself had hired Mr. Anuj for the same. Anuj has considerable experience and updated knowledge in financial instruments. He has been very helpful in aligning our investments appropriately towards our goals. It has been over 2 years now, and we are happy with the choice that we’ve made. We found that his approach to creating a financial plan is simple yet methodical, covering all aspects of risk management and wealth creation while factoring in your behaviour, particularly with money. These qualities make him stand out from the rest. We would highly recommend Mr Anuj to anyone who wants a prompt and hassle-free investment and money management service for financial stability and growth.

Dr. Aseem & Poorva Rangnekar

ICMR, GOI & Practising Doctor, Bhopal

I feel confident knowing that zenith finserve is managing my money. My advisor at Zenith Finserve helped me choose a portfolio which suited to my specific profile and I am able to monitor the performance investment.

Amudha Venkatesh

IMS Proschool, Mumbai

We all know that trust and relationship building are two main factors that everyone focuses on their lives and that’s a key rule Zenith Finserve follows! Its more than a year now that I have been investing with Zenith, we have worked together like a family to get a clear and an understandable plan for the future., which gives me confidence and security, knowing what kind of lifestyle I can lead. Also, I found their app very useful, providing me with real-time data of my investments, SIP and any redemptions. Last but not the least I want to tell my Zenith family that you guys do a really good job. I am glad I decided to work with you.