ABOUT US
A distinctive approach, backed by our exceptional qualifications.
IWS Finserv, founded in April 2014, is a financial product distributor which caters to various financial needs through a wide range of products and services i.e. Mutual Funds, Portfolio Management Services, Alternative Investment Fund, and Equity Linked Savings Schemes.
We provide guidance to our clients in all phases of their lives. For over six years, we have put client needs first and have helped them achieve long-term financial success and security.
We are AMFI certified since 2014.
Our Objective
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After assessing your goals and risk tolerance, our objective is to offer guidance designed to help protect and increase your wealth by delivering a high level of expert service.
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Our experienced team offers a sophisticated level of service to define an approach that will satisfy your long-term financial needs and make your investment process more comfortable. As your needs change, we monitor for any better investment opportunities available and communicates the same with you. Our work is guided by ethical principles through which we strive to provide financial peace of mind by delivering tailored services.
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Our Core Values
Our core values lie putting client needs first and helping them achieve long term financial success and security. Like any other family, we are a unique set of individuals with a common bond. We believe that strong communication from the initial meeting phase and beyond is a key to long-term success
OUR PRODUCTS
Mutual Funds
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Portfolio Management Services
Equity Broking
Insurance
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Bonds
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General Insurance
Offshore Funds
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Alternate Investment Funds
Health Insurance
OUR PARTNERS
mutual funds
insurance
equity broking
