Company profile

At SL Finserv , as a Mutual Fund distributor 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.

SL Finserv act as a distributor and is a one-stop shop for all your financial services needs may it be Investment , Insurance, Bonds & Stock broking. Our Goal is to maximize our investors post-tax investment return while developing investment Solutions appropriate to his/her risk tolerance, rendering personalized services and adding value to your all investments by providing best technology features.

SL Finserv is a mutual fund distributor firm set up by enthusiastic leader with investment and insurance handling background to provide a professional platform for various Investment services.

Our 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.

Our Vision

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

Management

SL Finserv is Managed by Mr. Bhanu Pratap Singh being assisted Udai Pratap Singh having a vast 30 years and 25 years of experience respectively of Investment & insurance. Before starting this venture Bhanu Pratap Singh has very good 18 years Managerial level experience in the Life Insurance Industry. He is a Post graduate with Associate of Insurance Institute of India and all other necessary certifications of NISM.

Mr.Udai pratap singh is the pioneer behind the existing organization. He is a Post Graduate with an instinct to grow with all odds & is having a vast experience in Managing Clients portfolio in Mutual Funds. He is an inherent leader with a passion to grow business.

At SL Finserv, We as distributor strongly believe that we must be able to help investors to manage and achieve their goals. To ensure your hard-earned money continuous to earn for you; we have a range of services and products that are best in market for covering almost all financial needs.

Professional History

BHANU PRATAP SINGH

Roles

• 1992-2006 –Worked in LIC of India in Operations serving different roles at the Branch and Divisional Office level.
• 2006-2007- Started his career in Private Life Insurance and Joined Bajaj Allianz Life Insurance Co. as Asst. Manager(Ops).
• 2008-2009- Joined as Branch Manager at Birla Life Insurance Co. Ltd.
• 2009-2011- Worked as Branch Manager at SBI Life Insurance Co.Ltd.
• Since 2011 started new venture SL Finserv with brother Udai Pratap Singh as Mutual Fund Distributor and also dealt with clients need of life Insurance and health insurance. With its core philosophy is to listen and understand its clients needs, provide unbiased, objective and professional advice and design wealth management solutions to help them meet their financial objectives.

UDAI PRATAP SINGH

2007-2010 –Worked in India Bulls and Bharti Axa as Preferred Relationship Manager.

Roles

• Educate the clients how to get the best return for their investment portfolios in Stocks.
• Identifying customer’s needs and provide investment ideas looking at the specific needs of investors.
• Highly organized with the ability to prioritize workloads according to urgency.

Present Scenario

• 2010- till date — Bhanu Pratap Singh is the pioneer behind the exciting organization SL Finserv which believes in the philosophy of dreaming big and making those dreams come true and constantly endeavoured and succeeded in creating a meaningful transformation in all the people whose lives he has touched with his approach.
• He is having leadership qualities and enjoys conversations with intellectuals. He believes in constantly upgrading himself in latest mutual fund operations upgradation- listening to audios, viewing videos, attending training programs, etc. – so that he can create more and more value for the people who are associated with him. He has attended hundreds of training programs and workshops nationally & internationally.

Professional Development

• We with our dedicated team handling more than 500 investors

Our Team

• - Mr. Indresh Kumar Pandey- A Graduate and a very committed person Managing back end operations as well as marketing having a very good versatile experience and knowledge about the operating procedures.
• - Ms. Shailvy is a Post Graduate,as a soft spoken customer service executive dealing with all customer service, maintaining data as well as dealing with AMC's persons and Registrars(Cams & Karvy) for quick resolution of queries
• - Mr. Surya Pratap Singh - An experienced of stock market terminal handling person looking after all the works related with Stocks, DeMat account opening and operations of all our SHAREKHAN FRANCHISE related work.
• - Ms.Kanishka Singh is A graduate having experience of selling health insurance is dedicated to deal with customer support and call investors for any requirements.
• - Mr. Mukul to help all office works and support other staffs in day to day work