About us
We Zreyas Financial Services provide wide range of financial products and services for our client’s financial wellness. With over decade of experience we caters the investment and financial planning needs of retails customers. And we serve the retail customers to achieve significant profits and experience returns on their investments.
We are AMFI registered Mutual Fund Distributor and financial service provider, we suggest investors to choose the right investment / Life Insurance / Health Insurance / and other investment products after carefully evaluating customer’s need, goal and risk profile.
Plan your finances...
Financial planning is the process of setting, planning, achieving and reviewing your life goals through the proper management of your finances.
Financial planning is an important life skill to help you plan for your future and take better control of your financial goals by helping you to set realistic plans evaluate alternatives and take effective measures.
A holistic financial plan not only involves investing money and building your wealth; but also your credit and tax obligations, everyday spending, planning for a family, setting up your home, saving for your children’s education fund,and saving for retirement – as well as protecting yourself and your family with suitable insurance policies and arranging your estate. All these facets of your financial plan are interconnected.
Investments
We suggest our clients based on personal circumstances such as investment objectives, investment horizon, financial situation and risk tolerance and carefully evaluate their risk profile before making any strategies or financial products we recommend.
we analysis important factors risk and return, risk tolerance, liquidity and client’s financial resources before recommend a product and regularly review and adjust the plan.
Our Services
We offer services for Mutual Fund investment, Demat, online trading accounts,Portfolio Management Services (PMS) that are professionally managed and partnered with leading financial service providers. Both brokerage and advisory services available.
Preparing for life’s unexpected events is a cornerstone to financial stability. We help navigate the complexities of risk management and analyse the insurance needs that are most need to you and your family.
