Let's complete your future goal.
About
At Kedar Finserv we offer you a complete range of solutions that complement our advisory services, Understand the client’s basic requirements and fulfill his future goal and protection.
Kedar Finserv has been conceptualized by Mr Joshi Dhavalkumar who is B.A, M.A, And B.ED with 15 years of experience in Finance Industry.
We specialize in
- Insurance
- Investment
- Mutual Funds distributor
- Financial Broker
- Investment Management
- Portfolio Advisor
- Car Insurance and Bike insurance
- General Insurance
Vision
Kedar Finserv Envisions to be most Trusted Financial services company in India with Customer Need base approach.
Values
Integrity
Simplicity
Quality
Customer Priority
Upcoming project
Business Loans
Post office Saving Schemes
Serves you financial accurately, properly and complete your future Goal.
Services
financial planning
Financial Planning provides direction and meaning to your financial decisions.
Financial Planning is the process of meeting your life goals through proper management of your finances.
Asset allocation
Don’t put all your eggs in one basket, average return, average volatility, average correlations
Portfolio mamagement
We will verify your old investment and provide accurate information on how to make a good investment in the future.
Risk management
Risk Management is the process by which Significant risks are identified evaluated and controlled. It is about making the most of opportunities making the right decisions and achieving pre-determined objectives one those decision are made. This is achieved through avoiding risk, transferring risks, controlling risks and living with risks.
Tax Planning
Tax Planning is the arrangement of financial activities in such a way that maximum tax benefits are enjoyed by making use of all beneficial provisions in the tax laws. It entitles the assessee to avail certain exemptions, deductions, rebates and reliefs, so as to minimize his tax liability.
Products
Fixed income
Fixed income-The security of your investment can only be obtained from fixed interest and dividends. Until your maturity comes.
Insurance
Insurance is a means of protection and saving. It is a form of risk management primarily used to hedge against the risk of a contingent.
CAR Insurance
Insuring your car can be a great help when it comes to money exchange and in case of an accident.
Get in Touch
- Dhaval Joshi
- Write an email
- Call Us