May 2020

“We must open the doors of opportunity. But we must also equip our people to walk through those doors”

I have navigated 26 years in the Indian Financial Services Industry. An effective & committed leader with spotless integrity and passion with deep understanding of financial products. Prior to co-founding Midas FinServe Pvt. Ltd. in April 2015, I had worked with TATA Mutual Fund, ING Optimix Pvt. Ltd. and Master Capital Services Pvt. Ltd. in various Senior Leadership Roles.

Recently we have been recognized by SILICON India Magazine as one of the BEST WEALTH MANAGEMENT STARTUP ‒ 2019. The Annual Recognition represents not only the Commitment of Midas FinServe Pvt. Ltd. to offer High-Quality and Personalized Investment Services, but also recognizes its impact in the Burgeoning Marketplace.

An avid reader and equity analyst by birth, that’s what my friends believe... What drives us through our journey is the desire to excel with our best-in-class research based advisory services. We have an excellent track record for the best customer satisfaction. We have earned accolades from our clients for our quality research, unbiased advice and timely services.

Midas FinServe Pvt. Ltd. is an independent boutique wealth management firm formed by seasoned professional. We, at Midas FinServe, aim to bring value to the investment process, not just at the initial stage but through the investment’s time horizon. We focus on adding significant value to the portfolio selection and review process including tax consequences of buying and selling various investment products and also develop strategies to minimize the tax.

We recognize the fact that every investor is different, with different financial goals, different tolerances to risk, different personal situations and different desires. Keeping these factors at the forefront, we design and monitor our clients’ portfolio in the manner that is appropriate to their risk level and allow them to achieve their objectives.

We rely mainly on Mutual Funds which aim to create wealth for clients. We strongly believe that Mutual Funds seek to provide the best in terms of variety, liquidity, flexibility, professional fund management, transparency and tax efficiency. That’s why; it is possible to design a portfolio for a lay investor as well as the most sophisticated one with the help of Mutual Funds alone.

Presently Midas is serving 1700 Families and clients enjoy Midas’ passion for Best in-class services / products, and passion for quality to generate sustainable, profitable returns. Our Mission is to demystify the World of Finance and relieve clients of stress relating to financial worries and help use resources effectively so that one can get more out of life.

We contribute to the Knowledge of People by continuous Media Presence in TV Channels like ZEE Business, NDTV and Radio Dwarka. We share our views on Financial Market and Product through articles published in Magazines like Outlook Money and various Newspapers.