Zen Financial Services is an investment, wealth management, and insurance advisor practice. We believe each client is unique in nature and needs individual attention and customised planning. Our aim is to help each client achieve their financial goals while considering their risk appetite and implementing prudent strategies to achieve their goals and dreams. We are certified for mutual funds by the AMFI (Association of Mutual Funds of India) and the Insurance Regulatory and Development Authority of India (IRDA) for insurance services.
We aim to provide a customised solution to each of our clients and not to sell yet another financial product. Our mission is to provide solutions that help our clients achieve their financial goals in the shortest amount of time. We keep in mind the risk appetite of each client and provide solutions accordingly.