Every Dream, Deserves a Plan
20+
Year Experience
1000+
Happy Family
100+
Business Partners
We Offer a Range of Services to Meet Your All Types of Investment Purposes
1
Online KYC
We support end-to-end digital processes, starting with seamless online KYC and extending across the entire customer journey.
2
Range of Requirement Based Investment Option
We offer a range of investment options tailored to your financial requirements and risk profile
3
Support in Assessment
End-to-end support including assessment, monitoring, and reporting
Digital Application Offering
Productive Dashboard
Dashboard Shows lastest AUM & SIP trends of the last 4 months with recent purchases & redemption. Also Present new SIPs and upcoming business reports.
Analyse Asset allocation, top equity & debt holding, sector exposure, XIRR return. Portfolio report on the go.
Purpose Driven GPS
Simulate the future requirements of investors, track their achievements, calculate their current return and required return.
Get various NAV Based calculators and income tax estimator.
Smart Transaction & Transparancy
Place purchase, redemption & SIP orders yourself. Control your portfolio by yourself.
Transparent Realtime reporting 24x7
The experience with CFS has been transparent and well-structured.
Raj Arora
I appreciate the professional and disciplined approach.
Mouni Sharma
CFS emphasis a long-term thinking and client-centric approach.
Anshul Jain