At CFS, We Answer Life's Biggest QuestionsWe have been helping people to plan their financial future for more than 8 years. That gives us an edge when it comes to answering those big questions about investments you have.

How much money do I need when I retire?

How much money do I need when I retire?

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How can I afford my child's higher education?

How can I afford my child's higher education?

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Mutual funds but which one?

Mutual funds but which one?

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What impact would it have on my family if I died or became ill?

What impact would it have on my family if I died or became ill?

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How much to invest?

How much to invest?

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Is financial planning the same as retirement planning?

Is financial planning the same as retirement planning?

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Do I have enough already?

Do I have enough already?

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Can you save me tax?

Can you save me tax?

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Our ServicesWe have an integrated smart investment approach to Financial Planning. Our services are supported by a team of experts to help you reach your goals and find new opportunities.

Financial Planning

Secure your bright future and live a financially independent life with our articulate financial planning services.

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Wealth Management

Reduce market risk, and grow your wealth many folds under the guidance of our wealth management experts.

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Risk Management

Life holds the uttermost importance, so protect it with our effective risk management strategies.

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Our Financial Planning Process

We Listen

We listen to your financial queries, goals and priorities which clarifies your current and future financial scenario.

We Analyze

We analyze to all the factors uncovered to gain a deeper understanding of your finances and ensure you set your priorities right.

We Design

We design personalized financial plan-roadmap to financial freedom, which helps you seeing the bigger picture.

We Implement

We implement well-researched and articulated investment strategy, which can convert the on-paper plan into reality. We rely on
research and not on emotions.

We Monitor

We monitor your portfolio at regular intervals to ensure that you remain on track and try to improve it based on the changes in the economy, markets, and a variety of other external as well as personal factors such as-changes in family, job, goals.

Why Core Financial Services ?We aim to serve you to the best of our abilities and guide you to a bright and secure future. With the necessary skills and expertise, we strive to make your financial dreams come true.

01. Legacy of Trust

With this, CFS has completed 8 year of its journey paving way for clients to fulfil their dreams. Our commitment to reliability, honesty, and ethical business practices is at the…
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02. Research Insights

Get daily, monthly, and weekly accumulated comprehensive analysis of changing market scenarios. Draw on reports covering multiple aspects of industry growth, trends,…
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03. Portfolio Review

When you invest, you analyze several factors, including your financial position, age, investment objective, risk profile, investment horizon, financial goals, etc., before…
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04. Bouquet of Financial Products

We offer a wide spectrum of well-researched various financial products under one roof. This simplifies the process of managing finances as clients do not need to deal with multiple… Read more

05. Reliable Relationship Team

Our experienced Wealth Managers and Investment Product Specialists equipped with research-driven market insights are always at your service. Grow your money with…
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06. Customized Convenience

We are all about ensuring convenience for you. With a single point of contact for multiple financial products, you’ll experience the utmost ease while transacting with us.

07. Superior Digital Platform

Our best-in-class digital platform is designed to deliver seamless and effortless experiences. It comprises numerous features, including portfolio view, analysis, and…
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08. End-to-End Transaction Journey

With us, you can invest in select mutual fund schemes to park funds in stocks, bonds, and other securities. Choose from multiple professionally managed schemes aligning…
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09. Customized Client Portal

With CFS, you will have a personalized portal where you can access your portfolio anywhere at your convenience. Our easy-to-use and intuitive interface, …
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Tracking at your Fingertips !Goals Are Easy To Be Achieved When Tracked.

Goals Tracker

Goals Tracker

Detailed Portfolio

Detailed Portfolio

Financial Reports

Financial Reports

Top Performing Funds

Top Performing Funds

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Personal Income

Personal Income

Online Investment

Online Investment

Easy Withdrawal

Easy Withdrawal

Calculators

Calculators

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Got Questions ?We are here to help. Get in touch now!

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Customer Satisfaction

Excellent customer service

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Years of Experience

100+ years combined experience

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Prestigious Awards Won

Market-leading experts

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    Client TestimonialsWhat is it like to work with Core Financial Services

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    I have worked with Hemant for several projects and highly recommend his expertise to any person looking for a financial planner.

    He is the most profound person I have met, and his ability to tackle any problem is amazing. Clarity of thoughts and a vision of helping clients build their wealth wisely, Hemant is doing a valuable contribution in imparting financial planning solutions and awareness. Kudos to you and your team at CFS.
    ADITYA DADHEECH
    Managing Partner - A K DADHEECH & CO
    I highly recommend Hemant as a financial advisor for all your financial needs and investments. He is highly skilled and have a good team to take care of all your financial needs and to achieve your investment goals like he is working for me for almost 15 years.
    DINESH GUPTA
    Bagman Of India, Owner of Sekawati Impex
    Hemant has in depth and thorough knowledge about the market. An apt financial solution provider. He is the best in business.
    DR. ANIRUDDHA MUKHERJEE
    Dean at University of Engineering & Management
    I’ve found CFS to be extremely ‘enriching’!! They go beyond professional help in providing customized advice and guidance for investments. Their bouquet of solutions for money management & growth easily turn into tailor- made steps for one to lean on. Their team led by Hemant is quite dependable and the services provided are exemplary.
    VAIBHAV AGARWAL
    Founder - Crazy Media Labs
    Hemant believes in creating additional value to clients portfolio. As an advisor he strives in taking a holistic view and approach in building wealth for financial stability. I recommend Hemant and his company to all who are looking for modern fundamentals in financial sectors.
    CA ADITI SHARMA
    A K Dadheech & Co
    Dear CFS team, I am very happy to share my feedback. Since now it has became the most part of my life. I remember I have never did any serious investment for my future. But when I met Mr. Hemant Sharma Oct 2016 in Jaipur. My vision of investment completely change and now it’s became my mission. I always right advice from Mr. Sharma and his team. I am feeling very comfortable now whenever I need help CFS is always there.
    PRAKASH SALVE
    National Head - Mun India Health Care
    CFS has a versatile and easy to use web portal. I am thankful to CFS for their excellent feedback system, highly ethical and knowledgeable staff to guide me in every step. Their recommendations are tailored to suit my plans & needs. Wishing them stupendous success in their venture.
    KAMLESH DADHEECH
    Founder - Surgics Health Care

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