Yasaswi Finserve IMF Pvt. Ltd., is an approved Insurance Marketing Firm (IMF) by IRDA and also AFMI Registered Mutual funds Distributor. Mr. K N V S SARMA, the Founder & the Managing Director of the company is having an experience of 25 years in the field of Taxation Consultancy, Insurance, Mutual Funds and other financial products distribution.
Yasaswi Finserve is an exceptional company for it’s unmatched quality, service and transparency in providing the best services for the clients to invest and secure in various Insurance, Mutual Funds and other Investment Products. It’s integrity is to provide core awareness in product sales and services to meet their short, medium and long term goals. Some of our strengths are:
- Dedicated Team Members
- Client First Approach
- Latest Technology Apply
- Faster Work & Delivery
- Free Estimate & Cheap Rates
- 24/7 Clients Support
Why Choose Yasaswi Finserve
Because it’s all about YOU throughout the process
- Accurate Assessment of your risk profile
- Regular Review of your investments
- Ensure you Prosper Peacefully
- Advise based on facts and research
- You will find me honest and knowledgeable
Why an Advisor is Zaroori Hai
Pandaavs are only Five in Nos. whereas Kaurav’s had narayani sena with them in addition to their 100 Brothers. But still Pandaavs Won. Because they had Lord Krishna as their advisor on their advisor.
What We Do
Yasaswi Finserve provides a unique array of proprietary and individually tailored wealth management solutions and transactional services. We take a comprehensive approach to our advisory process in order to meet and surpass the expectations of our clients. We strive to combine the objectives of solid portfolio planning with the benefits of professional asset management.
Most investors are keenly aware of the benefits obtained through smart investment planning and cross assets diversification. However due to lack of information, insufficient experience or the absence of a trusted advisor, most never fully benefit from such opportunities. That is where Yasaswi Finserve can make a big difference. The overall array of Yasaswi Finserve services affords our clients a “one-stop” family office-type experience and a long term trust relationship.
- Dedicated Team Member
- Creative Design & Devlopment
- Latest Technology Apply
- Faster Work & Delivery
- Free Estimate & Cheap Rates
- 24/7 Clients Support
Our Vision
- To grow as the most Reliable and Trusted Brand.
- To Grow as the most Respected Brand in Financial and risk management Solutions .
- To be the most Diversified Brand in providing Investments As well as risk management Options.
- To bring financial independence and abundance to our clients.
- We will manage our business honestly and ethically. We will always do what is right and take personal responsibility for our actions.(Integrity)
Our Services
we offer you multiple distribution services like Mutual funds, Insurance, Fixed Deposite etc. a complete range of services that complement our distribution services. The approach is to provide you quick transaction services suitable to your profile and risk appetite .
Life Insurance is needed to protect from unforeseen eventuality and to maintain the same lifestyle after the death of Breadwinner of the family. We help help you choose the better plan per your need and budget.
Health Insurance is needed to protect from the exorbitant medical expenses to be incurred on unforeseen diseases or accidents. We help help you choose the better plan per your need and budget.
General Insurance covers the risk attached with non-life objects like properties, vehicles, travels, and other valuables, etc. and protects against the likely loss due to unwanted incidents in monetary terms. We can help you to choose better.
Mutual funds reduce risk of direct investment in stock market especially for people having limited knowledge about market functioning. We can help you choose better plans to safeguard your investments.
Tax planning help you in rationalizing your tax liabilities and is an important component of Financial Planning both for individuals and corporate entities. We can help you plan better
Estate planning help you in handing over your legacy to survivors with minimal dispute so that they can live peacefully without any fight amongst them over your estate past your departure
Our Latest Blog News
We continuously write on the subjects that matters to our clients and strive to educate them so that they can take better Financial Decisions
