Our goal is to be at the heart of the financial services industry as businesses expand across.

Financial Planing

Financial planning is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning.

Mutual Funds

We offer one of the widest arrays of fund families in the industry, and we have the tools to help you choose the right fund or basket of funds to meet your unique goals.

Fixed Deposits

The deposit kept by investors with companies for a fixed period carrying a fixed rate of interest is called Company Fixed Deposit. Manufacturing – Service Companies, Financial institutions and Non-Banking Finance Companies (NBFCs) accept deposits from investor.

Bonds

Bond means a security issued by a Company, Financial Institution or Government, which offers regular or fixed payment of interest in return for borrowed money for a certain period of time which may be secured or unsecured.

PMS & AIF

Insurance

Life-General Insurance intermediary (IFA) is also known as Life-General Insurance Advisors, Life-General Insurance Distributors, Life-General Insurance Brokers, Life-General Insurance Consultants, Life-General Insurance Agents.

There are more than thirty lakh agents (life insurance, post office, Mutual fund etc).
But there are only about 2000 CERTIFIED FINANCIAL PLANNERS CM (CFPCM) in India. We are one among them.

What We Do ?

ZERO FEES
No hidden charges. We earn a small fee from the mutual fund companies for the services we provide. So no per transaction fee for mutual fund investments. SSRVN Money charges ZERO.

Building Wealth
Building Wealth the right way, by using flexible investment tools for you. We provide expert guidance and a range of services to help you to protect your wealth now and for the future.

Save Tax
We choose tax efficient product. Don’t let your hard money slip away! TAX is the biggest single expense. There is a lot to understand when it comes to save your taxes….

Invest Better
Whether you want to safeguard your existing wealth or make plans for the next generation, we will work with you to understand – and help to achieve – your individual and family goals..

How We Work ?

Book a Free Consultation Session

*Book an obligation-free consultation today. Ready to invest or want to review your situation? We’d love to hear from you.

You Decide As per your Goal, How Much & When to Invest

Invest with Goals. You decide your short-term, long term goal. We will help you to achieve it.

Online Investment & Tracking Facility

Investors (resident Indians or NRIs) get access to a wide range of mutual funds, can manage in one place for entire family

We help to review & analyze portfolio regularly. When it comes to checking portfolio, think quality, not quantity.