About CFS

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The Journey of CFS..

In an industry that often prioritizes selling products over offering tailored solutions, Core Financial Services takes a different approach. We have witnessed the widespread emphasis on meeting sales targets at the expense of addressing clients’ unique needs and aspirations. It was this realization that compelled me to create a company that puts your financial well-being and goals at the forefront. We are committed to offering tailored solutions that address your individual requirements and aspirations.

We are not simply here to sell you products, but rather to forge lasting partnerships built on trust, transparency, and a genuine commitment to your financial success. We recognize that your financial journey is unique, and as such, we take the time to understand your aspirations, your concerns, and your vision for the future. We firmly believe that true success lies in providing comprehensive solutions that maximize your returns while considering your personal requirements, preferences, and dreams. We strive to deliver solutions that not only enhance your financial position but also bring peace of mind and a sense of empowerment.

We prioritize your financial well-being above all else, and our recommendations are guided solely by what we believe will benefit you the most. Our aim is to empower you to make informed decisions, enabling you to navigate the complexities of the financial landscape with confidence and clarity.

Meet Our TeamOur Experts

Hemant Sharma

Founder

Hemant is an Engineer and Management graduate from IBS Mumbai. He is also CFP (certified financial planner) from Financial planning and standard board of India.

Prior to staring his own venture CORE FINANCIAL SERVICES, Hemant has worked with Banks like ICICI Bank Ltd as wealth Manager for nearly 3.5 years and with Axis Bank for nearly a year. During the working tenure he has equipped himself with skills of financial planning, wealth management, portfolio management and learned a lot in aspects of client relationship and client servicing.

The idea of CFS has been conceptualized by Hemant as” one stop financial Solution under one roof “and he believes that with the help of proper financial planning and unbiased quality advice we can bring a very important change in individual life.

Our Advisory Team

Aditi Sharma

Associate

Aditi is a fellow member of the Institute of Chartered Accountants of India. She has over 9 years of experience and gained extensive knowledge working as an internal auditors for companies, governmental PSUs. In her previous experience, Aditi has led bank branch audits for PNB and is well positioned to lead government assignments, bank audits, stock audits, statutory audits etc. Aditi is based out of Jaipur.

Aditya Dadheech

Associate

Aditya is an associate member of the Institute of Chartered Accountants of India have over 7 years of professional experience in the field of corporate & international taxation, business advisory and auditing. He has gained immense knowledge in tax advisory and compliance, FEMA matters, financial accounting and capital structuring.


Ravi Mamaodiya

Associate

Ravi is an associate member of the Institute of Chartered Accountants of India, having an experience over a decade in the Auditing, Taxation and management Consulting. A part form a strategic thinker he is an enthusiastic Entrepreneur and Author of the Book “Business Succession Planning published by Taxmann.


Our HODs

Ruksar Ansari

Operations Head


Ruksar is experienced in portfolio management and financial planning providing financial support to the clients, prepare financial plans and check their accuracy, respond to prospective customer queries about financial planning accounting and bookkeeping, financial MIS & admin and income tax return filings.

Aneri Shah

Chartered Accountant

Aneri Shah is Chartered Accountant armed with precision and expertise. With a keen eye for financial intricacies, she helps individuals and businesses conquer their financial challenges. Trustworthy, diligent, and committed to delivering exceptional results, Aneri is your go-to expert for all your accounting needs.

Sakshi Zaveri

Customer Relationship Manager

Sakshi Zaveri is dedicated Customer Relationship Manager at CFS, on her journey to becoming a Certified Financial Planner (CFP). With her unwavering commitment to client satisfaction, she goes above and beyond to ensure their financial goals are met. Trustworthy and driven, Sakshi is poised to shape a secure financial future for individuals and families alike.

Dileep Singh Tanwar

Operation Manager


Dilip is experienced in evaluating credit worthiness by processing loan applications and documentation within specified limits, determining all applicable ratios and metrics and set up debt payment plans, interviewing applicants to determine financial eligibility and feasibility of granting loans.

Our Achievements

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