Company

COMPANY

ABOUT US

Our History

Canfin Services is a Certified Financial Planner based in Delhi. Our sole aim is to provide you end to end wealth management solutions under one roof. From investment advisory, financial planning to insurance and loans, Canfin Services will take care of all your financial needs with great precision and care. Our contrarian approach coupled with a single focus on long-term investments will ensure customers are provided with most tax efficient and the best risk-adjusted returns. Come to join our family and enjoy eternal financial freedom.

OUR VISION

Major Views

We believe that objective financial guidance is a fundamental need for everyone. Our goal is to create objective customized strategies to help build, protect, and transfer wealth. As your financial consultant, we are committed to helping you and your family to pursue and exceed your life goals. Our team is dedicated to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.

OUR MISSION

Our Aims

Our Mission is to provide you evolving, well-coordinated wealth management services that fit your needs. We want to be your Financial Consultant — your first call when you have a question concerning any financial matter. We will be an advocate for you who works to develop, implement and maintain your plan to support all aspects of your financial well-being.

OUR HISTORY

Our Way of Success

We are strongly committed to the idea that collaboration among various disciplines is fundamental to finding solutions for your financial challenges. To achieve our Vision, we live and work by the following Values to help our clients build and preserve their wealth.

Integrity: We take great pride in treating our clients like family. We take seriously our fiduciary duty and recognize that trust is imperative. The people of Canfin Services fully appreciate the gravity of our advisory role. We strive to provide the highest levels of security, compliance, privacy and confidentiality for all our clients.

Collaboration: To deliver superior advice in today’s complex environment, a collaboration between advisors is essential. We built Canfin Services to function as a multidisciplinary practice whose professionals work together as a team. We work together and with outside advisors to ensure your needs are met.

Expertise: People come to us because of the knowledge and experience of our team members; led by our principals, who have written over 10 books in the past 18 years. Canfin Services’ commitment to ongoing education ensures that we deliver ever-increasing value to our clients.

Service: We are in a service profession. As such, we are dedicated to outstanding client service. From administrative staff to advisors and firm principals, all Canfin Services team members strive to be timely, thorough and courteous at all times.