Simplifying Mutual Fund
Investing for Your Goals
InServ Financial Services facilitates investment distribution across multiple asset segments, managing diversified portfolios for clients in Delhi-NCR, Bengaluru, Uttar Pradesh, Jharkhand, and overseas through technology-enabled processes.
Our team has experience in mutual funds, financial planning solutions, fixed-income instruments, debentures, and government bonds. InServ simplifies access to investment solutions aligned with individual financial objectives.
Investment Simplified.
To enable seamless access to mutual fund and investment distribution solutions through transparent, compliant, and technology-driven processes, supporting investors in building structured, long-term financial outcomes.
To emerge as a leading investment distribution platform in India, recognized for trust, compliance, and innovation in mutual fund, SIP, and fixed-income investment solutions.
Core Team Members
Anit Kumar
Business Dev. Manager
A dedicated financial consultant committed to delivering disciplined investment strategies aligned with long-term goals and client confidence.
Ankita Bhaskar
Team Coordinator
A trusted consultant focused on understanding client needs and delivering personalized investment solutions with clarity and consistency.
Raghav Pandey
Consultant
Committed to ethical practices, helping investors make informed decisions through structured planning and disciplined execution.
Rashmi Dutt
People Manager
Focused on building lasting client relationships through responsible advisory, structured portfolios, and clear financial roadmaps.
Shailja Jha
Consultant
A client-focused consultant simplifying investments and guiding individuals toward consistent, goal-based financial progress.
Facilitating Mutual Fund Investments for Family Goals
Trusted by Our Clients
InServ Financial Planning has been an invaluable asset in my financial journey. Their expertise in managing my portfolio of mutual funds, bonds, and goal-oriented investments is commendable. What sets them apart is their genuine commitment to my financial well-being. As a non-resident Indian (NRI), I encountered challenges in navigating the intricacies of investing in India, but InServ provided invaluable support and guidance. I wholeheartedly appreciate their dedication and professionalism. InServ has truly been a trusted partner in my financial endeavors.
Excellent service and trustworthy guidance. I had an amazing experience with InServ Financial and will recommend it to others.
I would like to express thanks to Mr. Anish for his dedication towards his clients and his continual advice on financial planning issues.
Ankit and the team at InServ are very professional and committed. They are extremely client-centric and keep the client’s interest as the central theme of any advice they provide.
Their expertise has hugely benefited me.
Trust and Portfolio growth are the most important parameters to choose your investment advisor. With InServ Financial, I always have this feeling - complete transparency, trust and growth better than market average returns. Their timely advice, and care of my portfolio like their own portfolio – increases my confidence every day.
I strongly recommend InServ Financial as an investment advisor to everybody.
I wanted to take a moment to express my gratitude for the top-notch financial services provided me with over the years. Your investment strategies and planning have proven to be absolutely wonderful, and I am delighted to have you as my financial advisor. Your dedication and commitment to providing excellent financial planning services are greatly
appreciated.
Once again, thank you for your exceptional services, and I wish you all the best.
Anish is an honest financial expert and gives sound advice on how to multiply your money keeping your goals in mind.
He is highly approachable and prompt in his dealings, fair and transparent with the client's interest in mind.
I strongly recommend InServ.
I have been associated with for more than a decade now with Anish and with InServ since its inception. I love the way they have guided me throughout my financial planning and financial decisions of my life.
I believe in InServ, as the foundation is strong, and I know they are making people grow and achieve their Financial Goals. All the best Anish and team, Power to you!
Anish and his team are doing an excellent job of managing the customers. Anish with his dedicated efforts, fulfils the expectations of the customer in a very simple way. Trust is essential in any interaction - InServ shows that trust which helps customers to have a peaceful financial journey.
As a customer, we can forget the outcome and the InServ team takes care of the output in an excellent profitable way.
Thanks for all the support provided to me! All the best!!!
The InServ team has been instrumental in building not only diversifying investments but the financial literacy. The best thing that has happened to me is the understanding of “LONG-TERM PERSPECTIVE” towards investment. Wish I would have started my investments earlier in life !
Anish & team have always been available for financial management-related support. Enjoy & appreciate the professional approach they have towards their clients.
Wishing the InServ team all the best!
InServ financial planning has been an invaluable partner in my financial journey. They are extremely knowledgeable and have a very structured and detailed planning process. They have always had my life goals in mind while helping me navigate the complex space of financial products.
Another crucial aspect is that they truly act as financial advisors and do not push products. I truly appreciate their customer-centric professionalism.