What We Do

Assessment

Assessment

Get customized guidance across investments, expenses, insurance, loans, estate planning, and taxes.
Executionn

Executionn

Implement your customized guidance by buying all the recommended financial products on one single platform.
Planning

Planning

Track your journey and review/rebalance your investments to make sure they are aligned with your needs.
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Get personalised guidance from an experienced mutual fund distributor

At, Krishna Financial Services our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.

Every individual has short and long term financial goals and they require personalized handholding in the process of achieving these goals. We at KFS help our clients with all our abilities to attain and enjoy these Financial Goals. Be it their dear kid’s education, a dream holiday, a dream car, or the most important of them all their retirement, we intend to serve them in achieving these feats and make their journey joyous.

We offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving all their financial goals in life.

Our Products

Mutual Funds

Mutual Funds

A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.

Equity and ETFs

Equity and ETFs

Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.

NPS

NPS

The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.

PMS

PMS

PMS offers HNIs customized wealth management solutions, tailored to goals, risk, and investment horizons in India.

Loan against MF

Loan against MF

A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.

Insurance

Insurance

Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.

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We as Krishna Financial Services incorporated in the year 2019 by Mr. Anurag Lamba having 17 years of rich experience in the financial service industry and is known for his deep understanding of financial markets/instruments and their challenges.