At Zenith Finserve, we provide comprehensive financial management to help you achieve your financial goals. We have helped our clients achieve financial goals including-
- set up passive income in retirement,
- purchase house and vehicles (in India and abroad),
- fund marriage, higher education, domestic and international vacations,
- optimise investments by reducing risk and increasing returns,
- save lakhs of interest on loans,
- save lakhs of rupees in unnecessary insurance premiums,
- take adequate insurance cover,
- optimise tax outgo
- distribute assets to loved ones
Ethics and Integrity are the foundation of everything we do. We focus on delivering personalised solutions that align with your interests to help you achieve your financial goals and secure peace of mind.
We understand your need and challenges to work closely with you to provide solutions that are aligned with your best interests. We voluntarily adhere to the globally accepted fiduciary standard, which means we are fully committed to acting in your best interest.
We have the expertise to guide you through each life stage, whether you are just starting out in your 20s, settling down in their 30s, levelling up in their 40s, planning to retire in their 50s, or have already retired.
We proudly serve clients from diverse professions – CAs, Financial Advisors, Bankers, Professors, Doctors, Engineers, Advocates, Teachers, Business owners, and more. We have clients across East, West, North, South, and Central India in cities including Mumbai, Navi Mumbai, Pune, Ahmedabad, Surat, Kalyan, Nagpur, Delhi, Gurugram, Noida, Bengaluru, Hyderabad, Coimbatore, Kolkata, Bhopal, Indore, Ayodhya, Prayagraj, Kanpur, Berhampur (Orissa), Kalyan, Valsad, Kalyani, and beyond. We also have a strong client base among Non-Resident Indians (NRIs), with clients from countries including the UK, US, Canada, Dubai, Qatar, and others.
We are frequently featured in leading Indian financial publications like the Money Control, Economic Times, Outlook Money, and others. Our team consists of qualified, experienced, and well-trained professionals who follow a standard processes to ensure that you receive top-notch service.
At Zenith Finserve, we don’t just manage your finances, we build long-lasting relationships. We act as your personal CFOs, providing clarity and guidance so you can focus on what matters most to you.
Imagine you want to travel from Place A to Place B, but you’re unsure of the route. You’d naturally turn to Google Maps, input your starting point and destination, and it would guide you with precise directions. The app accounts for your vehicle type, weather, traffic, and other factors, helping you plan your journey with ease.
In much the same way, we simplify your financial journey. We help you identify your life goals and assess your current financial standing. Then, we craft a holistic financial blueprint, guiding you step-by-step towards achieving your objectives. With our ongoing fiduciary support, we ensure you’re well-navigated through every turn, helping you reach your financial destination smoothly and confidently.
We provide all the services online through pre-scheduled video meetings over Google Meet or Zoom. We also communicate through emails & phone calls. Pre-scheduled meetings work best to make efficient use of time. Emails & phone calls are useful for short conversations.
We take the responsibility of managing your hard-earned money seriously. We hold ourselves to the highest standards and follow a simple yet robust process to safeguard your finances. Our approach helps us filter out products that are not worth your investment, protecting your money from being wasted on unsuitable options.
In times of market euphoria, many investors are tempted to chase rising asset prices. However, these valuations can often be inflated or artificial, and by the time reality sets in, it’s usually too late to recover the losses. Unfortunately, despite regulations, some shady players stay one step ahead, leading to unavoidable financial setbacks.
We focus on your best interests, helping you sail through challenging times. This means we steer clear of high-risk, illiquid, complicated, unregulated, and opaque products. These are often cleverly marketed to exploit your emotions, psychology, or ego, but they rarely serve your purpose.
We also believe your money should never be subject to speculation. Speculative products may offer thrilling promises but usually deliver disappointment. That’s why we avoid suggesting speculative investments, which typically come with high risks and little to no reward.
Your financial security is our priority, and we stay committed to offering you clear, practical, and trustworthy advice.
