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Founders Desk

Kapil Garg

We as Garg Financial Services, incorporated in the year 2012; and at present having 1000+ satisfied clients. We are certified Mutual Fund and Insurance consultants recognized by the AMFI (Association of Mutual Funds in India ) and IRDA (Insurance Regulatory and Development Authority). We offer comprehensive financial planning, having highly qualified and experienced team. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to offer investment options to the clients. Our core purpose is to provide fast track financial planning & thereby make people enjoy a secured happy & prosperous life.

AMFI Registered Mutual Fund Distributor

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Trust our experience!

"Rely on our expertise for proven financial
guidance and success"

Mutual Funds

Our mutual fund services offer you access to professionally managed investment solutions that cater to various risk profiles and investment goals.

Insurance

Our insurance services provide a range of solutions to ensure you and your loved ones are covered, offering peace of mind and financial security.

Loans

Whether you’re looking to fund a major purchase, consolidate debt, or support business growth, we offer a range of loan products with competitive rates and terms.

Portfolio Management Services

We offer expert portfolio management to help you achieve your financial goals. Our team of professionals crafts tailored investment strategies to optimize returns while managing risk, ensuring your portfolio aligns with your unique objectives.

Financial Planning

Our comprehensive financial planning are designed to support your financial well-being. From banking and investment advice to insurance and planning, we provide the expertise and tools you need to manage your finances effectively and secure your financial future.

Health insurance claim assistance

We provide expert assistance with health insurance claims, guiding you through the process to ensure your claims are submitted accurately and efficiently.

OUR TEAM

Expert Team Members

Achieve your financial goals with confidence

+91 9815127788

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