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About Us

At SL Finserv , we provide most trusted investment consultancy to the investor whereby we take care of investors for their entire goal based financial needs. We are experienced in handling all needs with elaborated discussions and understanding of our investors We provide genuine and trusted financial advice & that too is based on our understanding of investors present and future financial objectives, obligations, & needs of cash flows if any. It also involves discussions of investor’s present financial risk acceptance level.

About us

Vision

In your journey to financial well being, we can help you prepare for the next stage through holistic investment advice and hand holding.

Mission

While helping our customers to make their dreams become reality, at SL Finserv we strive to build trust with each and every client relationship through, Personal Knowledge, industry experience, honest communication, unbiased advice, and commitment to unparalleled advice.

Management

SL Finserv is managed Jointly by Mr. Bhanu Pratap Singh & Udai Pratap Singh having a vast 30 years and 25 years of experience respectively of Investment & insurance.

Professional Development

We with our dedicated team handling more than 1000 customers and 300 Families including big HNI customers ,Business owners, CA, Doctors etc.

Happy Customers

Man Years of Experience

Hard Workers

Services

Mutual Funds

A mutual fund is a financial intermediary which allows a group of investors to pool in their money

FD & Bonds

Bonds are suitable for investors who have low-risk tolerance levels. Bonds are safer

Tax Planning

Income tax is levied on the income earned by all the individuals, HUF, partnership firms , LLPs and Corporates

Loan

A loan is an amount of money borrowed for a set period within an agreed repayment schedule.

Estate Planning

The term estate planning refers to the preparation of tasks that serve to manage an individual's financial situation

Insurance

Health insurance is a type of insurance that covers medical expenses that arise due to an illness

P2P Lending

Peer-to-peer (P2P) lending enables individuals to obtain loans directly from other individuals

Equity Planning

A stock or any other security representing an ownership interest.

Frequently Asked Questions

  • A Mutual Fund is a body corporate that pools the savings of a number of investors and invests the same in a variety of different financial instruments, or securities. The income earned through these investments and the capital appreciation realised by the scheme are shared by its unit holders in proportion to the number of units owned by them. Mutual funds can thus be considered as financial intermediaries in the investment business who collect funds from the public and invest on behalf of the investors. The losses and gains accrue to the investors only. The Investment objectives outlined by a Mutual Fund in its prospectus are binding on the Mutual Fund scheme. The investment objectives specify the class of securities a Mutual Fund can invest in. Mutual Funds invest in various asset classes like equity, bonds, debentures, commercial paper and government securities.

  • An Asset Management Company (AMC) is a highly regulated organization that pools money from investors and invests the same in a portfolio. They charge a small management fee, which is normally 1.5 per cent of the total funds managed.

  • NAV or Net Asset Value of the fund is the cumulative market value of the assets of the fund net of its liabilities. NAV per unit is simply the net value of assets divided by the number of units outstanding. Buying and selling into funds is done on the basis of NAV-related prices. NAV is calculated as follows:
    NAV =Market value of the funds investments + Receivables +Accrued Income- Liabilities-Accrued Expenses

  • The NAV of a scheme has to be declared at least once a week. However many Mutual Fund declare NAV for their schemes on a daily basis. As per SEBI Regulations, the NAV of a scheme shall be calculated and published at least in two daily newspapers at intervals not exceeding one week. However, NAV of a close-ended scheme targeted to a specific segment or any monthly income schemes (which are not mandatorily required to be listed on a stock exchange) may be published at monthly or quarterly intervals.

  • You need insurance for family that is financially dependent on you: If you have a family that is financially dependent on you, then you definitely need to insure yourself. The most common reason to buy life insurance is it provide protection to your family incase of any unforeseen events. The life insurance proceeds can be used to support your family members with the expenses.

  • The minute you have people dependent on your income, you should insure yourself. The younger the age, the lower is your premium. We believe anybody who is married and has children or plans to have children needs to be insured.
    Even if you are single, earning and intending to marry, you should think of buying a policy now, as it costs less now than it will when you marry.
    Remember, it is never too late to buy an insurance policy. Even if you are 45, and are not insured, you could choose insurance products that provide benefits to your family and provide income during your retirement period.

News

Our Mobile Applications

  • It is good news for our investors to Download Wealth concept on android and IOS.
  • Now your wealth management. is so easy and all the information is available at fingertips.
  • Now manage your wealth and track your family's portfolio with one single login.
  • You can easily and quickly invest in Mutual funds from the app.
  • Explore funds, view their performance and invest.
  • Start an SIP or invest lumpsum or redeem.
  • Check out our recommendations of funds.
  • Now you can also track the progress of your life goals.

Team

Ms.Shailvy

As a team member a very enthusiastic and fast learner. She looks after all Customer related calling and coordination

Mr.Mukul

As a  team member looks after multiple services of office.

Indresh Kumar Pandey

He is an experienced and enthusiastic person with in depth knowledge of the process flow of all the operations work.He is a commerce graduate and having more than 10+ years experience.He is a confident team member always guiding his other team members on processes especially in KYC/Alterations/Mediclaim/Bonds etc work.

Mr Rajnish Agnihotri

An experienced tax consultant and advocate with very good income tax practitioner.He is a post graduate and is providing all tax tax consultations for our customers.He is a very supportive person and specialises in estate and trust planning along with GST.

Mr Surya Pratap Singh

An experienced person in the field of stock trading looks after all works of our Sharekhan franchise.He is an experienced dealer worked in Indiabulls,Ventura securities previously.He is a soft spoken person having overall knowledge of Trading/Processes of share transfer ,dematerialization other office works.

Ms Bharti

Ms Bharti is a very sincere and dedicated team member having 4+ years of experience in operations and administrative works.She looks after all the customer communications with maintenance of office records. She is a very soft spoken and keen learner.

Contact

Our Address

37/19 F,First Floor Opp.R.B.I.,The Mall, Kanpur-208001

Email Us

inquiry@slfinserv.com

Call Us

+91-9140094801

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