Who we are ?
Partner in your Financial Journey
We are a one-stop financial services firm helping individuals, families, and businesses make smarter investment and protection decisions.
Define your Goals
Strategic planning
Execute the Plan
Periodic Review
What We Offer ?
Covered almost all in the World of Financial Planning
Should your goal be an Emergency fund for 3 months or Retirement Fund for lifetime, Securing family's Financial Future or need best Health Cover,
"We have a strategy for you".
Explore our diverse range of Financial Products available in India & GIFT City
01. Financial Goal Planning
Goal based Financial Plan
Comprehensive, goal-based Financial Plan that aligns your investments with your life aspirations.
02. Mutual Funds
SIP | SWP | STP | LumpSum
Systematic and disciplined investing across 40+ AMCs offering regular Mutual Fund schemes to help you achieve your long-term goals.
03. Direct Equity
Demat | Equity | IPO | SmallCase
Trade at your convenience. Be it Direct Equity Or IPO. Also subscribe to pre-defined portfolio curated by experts on smallcase.
04. PMS
Portfolio Management Services
For high-net-worth investors seeking active, research-backed equity strategies with profit-sharing Or fixed fee models.
05. AIF
Alternate Investment Funds
Exclusive access to professionally managed alternative opportunities for diversification and enhanced returns.
06. Life Insurance
Term | ULIP | Retirement | 1 Pay
Protect your family’s financial future with the right life cover, tailored to your income, goals, and responsibilities.
07. Health Insurance
Family Floater | Individual | Top Up
Comprehensive health coverage solutions that safeguard you and your loved ones from medical emergencies.
08. Personal Accident Policy
Temporary/Permanent Disability
Get compensation on Temporary or Permanent disability caused by an uneventful accident along with accidental Death cover.
What we do at Pokar FinServ ?
Empowering Your Portfolio For Growth
With years of experience in Equity Market, Mutual Funds, Insurance, and Portfolio Management, we bring clarity, transparency, and trust to every financial goal.
Why Pokar FinServ ?
Unique Approach:
Understand your unique goals and risk profile
Recommend products aligned with your life stage
Monitor and review your portfolio periodically
Keep things transparent and jargon-free
3000+
Customers
500+
Products
1000+
Families
Let's bring your vision into action
Have a goal in mind? We're ready to help you turn your idea into actionable strategy
Come meet us today!
Our Offices
Visit us any time for in-person consultations and portfolio discussions.
