Investing is a specialized task that involves making the right decisions at the right time. Not everyone can give the time and attention required to pick the right products to invest in. Here’s where Financial Planners come into the picture.

You can hire their services either for second opinion, timely follow up or their invaluable expertise to help you in plan your financial objectives.

Financial Advisors at SERNET spend considerable time with our clients, understanding their financial position and exploring the goals our clients want to accomplish in their lives. The Advisor’s job is simply to develop a strategy for the client to build their wealth and protect it. To work towards achieving their goals, to identify their financial issues, risks and make recommendations about suitable investments and insurances.

What does SERNET bring to the table?

1. Effective network.
2. Plenty goodwill amassed over decades.
3. 24*7 information and portfolio status access through www.sernetindia.com.
4. Wide range of Products and Services.
5. Qualified and Experienced Professionals at your service.
6. Personalized Wealth Management and Risk Management advice.
7. Value Added Communication service through email and SMS.

For more details please go to our company profile

Whom do we serve?

Each client is important for us. We have distributed our clients into following categories as per their nature and service requirements.

Busy with your day-to-day lives, lacking both time and awareness that are essential to place your finances properly, you can rest easy in the knowledge that you can always rely on Akshat.

SERNET has specifically created Akshat to cater the needs of Retail Individuals. With vast, in-depth experience of interactions with Retail Individuals, we have predefined solutions for their wealth creation and management problems.

We are committed to Accumulate >> Preserve >> Grow policy for your hard earned wealth.

To know more about the products we offer, please explore:

• Budget
• Education
• Career
• Marriage
• Retirement
• Wealth Accumulation

When you are successful in life, time is always scarce. And you need to find time to shape up your assets and have a better control over your estate.

SERNET has created Shikhar specifically to cater the needs of High Net worth Individuals. Professionals with excellent relationship management and communications skills form the crux of our staff servicing this elite segment.

We have considerable experience with handful prestigious High Net worth Individuals and family owned businesses and hence have ideas of their likes and dislikes.

We are committed to Preserve >> Grow >> Enhance policy for your hard earned wealth.

Our Wealth Management process comprises of 4 simple steps.

1. Goal Seek Analysis
   Our Financial Advisor will gather your requirements, assess your investment objectives and then analyze your risk appetite with various asset classes, such as Mutual Funds, Insurance, Bonds and FD etc.
   
   
2. Asset Allocation
   Next, we would derive at an optimal mix of asset classes to meet your requirements and build a diversified portfolio model
   
   
3. Product Recommendation
   Upon your respective replies, we would shortlist best suitable products recommendation and implement the same with your confirmation.
   
   
4. Periodic Review
   This is a never ending rotating exercise that lets us monitor your portfolio on a regular interval or on a specific situation. We recommend you of alterations, if any are required and implement the same on your affirmation.

When you are far away from your home country you need someone trustworthy to organize and control your financial matters on your behalf back home. You need a reliable organizer with greater personal accessibility.

SERNET has created a specialized NRI Desk to cater the needs of Non Resident Indians (NRI). Professionals with excellent relationship management and communications skills cater to this elite segment.

We are proud to maintain delightful relationships with nearly hundred Non Resident Indian Families across the world; be it USA, UK, Australia, New Zealand, Gulf, Saudi, Singapore etc.
We are committed to Consolidate >> Preserve >> Grow your hard earned wealth.

Our Wealth Management process comprises of 4 simple steps.

1. Goal Seek Analysis
   Our CRE will gather your requirements (goals), assess your investment objectives and then analyze your comfort with various asset classes, such as Mutual Funds, Insurance, Bonds and FD etc.
   
   
2. Asset Allocation
   Next, we would derive at an optimal mix of asset classes to meet your requirements and build a diversified portfolio model
   
   
3. Product Recommendation
   Upon your respective replies, we would shortlist best suitable products recommendation and implement the same with your confirmation.
   
   
4. Periodic Review
   This is a never ending rotating exercise that lets us monitor your portfolio on a regular interval or on a specific situation. We recommend you of alterations, if any are required and implement the same on your affirmation.

All Corporate, Institutions and Trusts need four pillars to standby their side to ensure sound organizational structure.

These pillars are:

1. Cash Flow Management,
2. Investment Planning,
3. Risk Management and
4. Employee Benefits.

In other words they need a smart and reliable organizer with greater managerial capability.

SERNET created Swastika with the intention to empower the four pillars of success of esteemed organizations. Professionals with their excellent relationship management and communications skills with support of our world class wealth management services are looking after this elite segment.

We are proud to maintain delightful relationships with handful but extremely satisfied small and medium organizations across the Nation. We don’t let them miss a single opportunity.

What do we offer under the Four Pillar Strategy?

• Cash Flow Management
  •  Payroll Management Service
  •  Liquidity Requirements
  •  Risk Bearing Capacity
  
  
• Investment Planning
  •  Short Funds
  •  Medium Term Funds
  •  Long Term Funds
  •  Claims Settlement Service
  
  
• Risk Management
  •  Project & Manufacturing
  •  Trading & Distribution
  •  Transport & Treasury
  •  Contingency & Credit
  •  Directors’ and Officers’ Liability
  •  Claims Settlement Service
  
  
• Employee Benefits
  Key man – Life, Health, Annuity
  Group - Life, Health, Annuity, PF and Gratuity

We are committed to Optimize >> Save >> Grow your hard earned wealth.

Our Wealth Management process comprises of 4 simple steps.

1. Goal Seek Analysis
   Our CRE will gather your requirements (goals), assess your investment objectives and then analyze your comfort with various asset classes, such as Mutual Funds, Insurance, Bonds and FD etc.
   
   
2. Asset Allocation
   Next, we would derive at an optimal mix of asset classes to meet your requirements and build a diversified portfolio model
   
   
3. Product Recommendation
   Upon your respective replies, we would shortlist best suitable products recommendation and implement the same with your confirmation.
   
   
4. Periodic Review
   This is a never ending rotating exercise that lets us monitor your portfolio on a regular interval or on a specific situation. We recommend you of alterations, if any are required and implement the same on your affirmation.

All Trusts need four pillars to standby their side to ensure sound organizational structure.

These pillars are:

1. Cash Flow Management,
2. Investment Planning,
3. Risk Management and
4. Social Benefits.

In other words they need a smart and reliable organizer with greater managerial capability.

SERNET created Seva with the intention to empower the four pillars of success of social organizations. Professionals with their excellent relationship management and communications skills with support of our world class wealth management services are looking after this elite segment.

We are proud to maintain delightful relationships with handful but extremely satisfied social organizations. We don’t let them miss a single opportunity.

What do we offer under the Four Pillar Strategy?

• Cash Flow Management
  •  Payroll Management Service
  •  Liquidity Requirements
  •  Risk Bearing Capacity
  
  
• Investment Planning
  •  Short Funds
  •  Medium Term Funds
  •  Long Term Funds
  
  
• Risk Management
  •  Project
  •  Assets & Treasury
  •  Claims Settlement Service
  
  
• Social Benefits
  •  Community - Life, Health

We are committed to Optimize >> Preserve >> Enhance your socially committed wealth.

Our Wealth Management process comprises of 4 simple steps.

1. Goal Seek Analysis
   Our CRE will gather your requirements (goals), assess your investment objectives and then analyze your comfort with various asset classes, such as Mutual Funds, Insurance, Bonds and FD etc.
   
   
2. Asset Allocation
   Next, we would derive at an optimal mix of asset classes to meet your requirements and build a diversified portfolio model
   
   
3. Product Recommendation
   Upon your respective replies, we would shortlist best suitable products recommendation and implement the same with your confirmation.
   
   
4. Periodic Review
   This is a never ending rotating exercise that lets us monitor your portfolio on a regular interval or on a specific situation. We recommend you of alterations, if any are required and implement the same on your affirmation.