About Us
About
About BFS
We find best financial services for you
We are a customer-oriented firm that focuses on Personal Finance where we help our clients in Goal-based planning and in achieving them. We provide various Financial services and are a one-stop solution for Bonds (secured, unsecured, state-guaranteed, taxfree, sub debt, mld’s), Mutual Funds, Fixed Deposits, and Insurance (Term Plan, Medical, Auto, Travel, other general insurance). We also assist in opening a demat account.
Just as our tagline Be Financially Secured, we aim to strike a balance between working towards financial security and not depriving oneself of their needs and wants at various stages of life through proper financial planning.
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Why Choose Us
Our Vision
We envision helping individuals, families & businesses in achieving their financial goals and aspirations, by empowering them with knowledge, credible research and personalized service offerings. We are here on a purpose, to establish financial fitness through financial literacy and financial freedom for each of our stakeholders.
Our Philosophy
The entire process of shortlisting the apt products for you, depends upon your risk profile and the time horizon for your goals. When selecting a product, we go through its history, the return peaks and lows, the views of the product manager, the management team, etc. We do the brainstorming, and arrive at the suitable risk – return profile, post which we suggest the products.
Founders
