WELCOME TO H S Finserv
A reputed name for comprehensive financial and product distribution services.
H S Finserv is a distinguished financial service provider with a decade of experience in the Indian capital markets. Founded in March 2023 by a team of seasoned experts, the company has quickly established itself as a trusted partner in the financial industry and at present having 100 satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial services, having highly qualified and experienced team.
At H S Finserv, we offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.
What We Offer
Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.
Assisting clients in fulfilling their needs.
Our Team
Mr. Sohail Saleem Sharief
Founder and CEO
Sohail is the Founder and CIO at H S Finserv. He has over a decade of rich experience in the financial services industry. A Certified Financial Planner by education, Sohail is known for his deep understanding of distribution practices and their challenges.
Certificate Images
- CFP by FPSB India
- NISM VA
- Investment Advisory
- Broker Qualified Person
Awards and Recognitions
- Startup Award - Feb 2023 – By Nj India Invest
Our Oath at Heart - ETHICS
ETHICS stands for Expertise, Transparency, Holistic, Integrity, Client-first, Solutions. The conduct expected from us are as follows;
- Expertise - Continuously gain required domain expertise to serve clients
- Transparency - Maintain transparency & provide disclosures at all times with clients
- Holistic - Provide holistic recommendations addressing all aspects of financial life
- Integrity - Maintain integrity and honesty in all dealings with clients
- Client-first - Keep client’s interest always first before their own
- Solutions - Offer need based solutions rather than just products
