Welcome To NK Finserv

We are a growing financial investment firm founded in 2015 by
Mr. Nikhil Kalra who is the Director of the NK Finserv. He is NISM Certified Investment Advisor & his sole motive is to help the clients in planning & fulfilling their present & future financial goals.

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About Us

NK Finserv is a comprehensive financial services company offering a wide range of solutions to meet your diverse needs. With our expertise in Mutual Funds, Life & Health Insurance we strive to provide you holistic financial solutions.

Our offerings are designed to help you grow your wealth & achieve your long term financial goals. We also offer a range of insurance products to protect you & your loved ones. Our life insurance plans provide financial security & peace of mind ensuring that your family's future is safeguarded. Our health insurance solutions help you to protect against unforeseen medical expenses.

What We Offer

PMS

Portfolio Management Services (PMS) is an investment portfolio in stocks, fixed income, debt & structured products managed by a professional fund manager.

Tax Planning

The goal of Tax Planning is to use legal strategies & tactics to reduce the amount of taxes owned while remaining compliant with tax laws & regulations.

Unlisted Equity & Pre-IPO

'The Unlisted Saga' – Unlisted companies have ambitious plans for rapid growth that aspire to take their business to the next level turning them into multi-bagger growth opportunities for investors.
We help you to invest in Unlisted Companies before they come up with their IPO.

Estate Planning

Estate Planning is the process of arranging for the transfer of one's assets to beneficiaries after their death, as well as planning for any incapacity or disability.

Comprehensive Financial Planning

Our unique 6 events process helps you in your entire financial journey. CFP is designed to provide you a complete roadmap to live financially stress free life.

Golden Age Financial Blueprint

2 key elements are at the core while we design GAFB:
(1) Regular Cash Flow
(2) Your retirement corpus should not exhaust in your lifetime.

Sampoorna Suraksha Program

Transferring risk & getting protected is the foundation for achieving financial freedom. SSP is designed to provide 360 degree protection.

Happy & Satisfied Clients

We've been helping businesses to do their best since 2015. If you need any solution we are available for you. Feel free to connect with us any time.

Neha Sharma

NK Finserv is one of the best platform for all the finance related services. Nikhil is an amazing person with vast knowledge of financial products. He is solution oriented & always ready to help. As a client, NK Finserv earns my highest recommendation.

Gaurav Agarwal

When it comes to handling finances, I prefer a consultant who listens before recommending... Thank you Nikhil for all the timely advise.

Aishwarya Vajpayee

I came to Nikhil to discuss my personal investments & to also discuss the options that were available for my future. I was very impressed with the personalised professional service & advice given to me & how he have tailored this to suit my budget & future needs.

Swapnil Gautam

I will recommend NK Finserv to everyone for any financial advice or to seek help with wealth management. Proprietor Nikhil Kalra is very experienced & serving this industry since a decade now.