Shalmali Finserv was founded with a view to endowing its clients with the optimum Finance solutions in terms of Investments, Insurance and Loans. That's why we believe in utilizing our extensive experience in the industry to offer superior quality solutions and services as per the customer requirements.
With a motto of providing quality products and efficient services, we have succeeded in understanding and fulfilling the growing requirement of individuals and non-individuals as well. Apart from an association with the clients, we not only educate them with the latest finance trends, but also show them the growth opportunities and worthiness of the products lied within.
We commit ourselves to achieve consistent reliability, efficiency and performance of the products & services offered by us. We strive to achieve maximum customer satisfaction through continuous feedback mechanism and continual improvement in Quality Management Systems.
The word Finserv stands for Financial Services. It doesn’t mean at all that we just sell the finance products or services (such as Mutual Fund, Insurance, Stock Broking, Loans etc.) irrespective of the customer needs with the purpose of achieving targets in respective companies for our own sake.
At Shalmali Finserv, firstly, finance of every individual or non-individual is designed as per the finance pyramid shown here. Thus, instead of being recognized as ‘Wealth Planner’ or ‘Wealth Manager’, we would rather like to be tagged as ‘Wealth Compounder’.
