About
Welcome To K-SECURE FINSERV
A reputed name for comprehensive financial and product distribution services
We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.
We, at K-Secure Finserv help our esteemed clients to achieve their Financial Goals with effective, smart and relevant investment advises suitable to individual needs.
We are a team of certified Wealth Distributors and Wealth Management professionals with utmost commitment, to provide our clients with the best solutions in wealth creation and wealth management.
We use our complete knowledge of Insurance, Tax laws and Mutual Fund Investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured life.
We, at K-Secure Finserv help our esteemed clients to achieve their Financial Goals with effective, smart and relevant investment advises suitable to individual needs.
We are a team of certified Wealth Distributors and Wealth Management professionals with utmost commitment, to provide our clients with the best solutions in wealth creation and wealth management.
We use our complete knowledge of Insurance, Tax laws and Mutual Fund Investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured life.
Vision : To provide the most ideal solutions in Wealth Management for overall financial well-being of our Investors and to reach to a maximum number of clients and make a positive, worthwhile impact in their lives and help them achieve their financial goals in life.
200
Happy Clients
345
Lacs AUM
15
Years of Experience
50
Awards
Why Us?
01
Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our guidance process.
02
Rich Product Basket
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
03
Focus on Customer Satisfaction
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
04
Value Addition
Our Services ensure comfort, convenience, confidence, and control to you in managing your wealth. You would enjoy being always updated of your investments, anytime, anywhere.
05
Right Experience & Skills
We have years of experience in financial services and products distribution space.
06
Driven by Passion
Serving clients is our passion and the reason why we are in the business. Nothing excites us more that helping our clients achieve their financial needs in life with our support.
Our Team
Mr. Pawan TanejaChief Distributor
Mr. Pawan Taneja is the Chief Distributor for K-Secure Finserv. A MBA Finance and a veteran in the Financial Industry with a rich experience of over 25 years He is known for his deep understanding of the distribution practices and its challenges.
Mr. Sunil Koul
Mr Sunil is the second in command with an experience of over 15 years in the Financial Industry with a sound analytical skills and deep understanding of Mutual Fund Distribution in India.
At our Firm, our mission is to provide our clients with comprehensive, competent, and customised solutions for wealth assessment and wealth building areas.
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Contact Us
K-Secure Finserv
Registered & Corporate Office:
Plot No 177-E ,
Industrial Area , Phase 1 ,
Chandigarh , 160002