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Our Values
Honesty, Transparency, and Strong Protocols in Following Systems & Processes
Honesty, Transparency, and Strong Protocols in Following Systems & Processes
Why People Feel Confused About Money of Aligning Money and Financial Goals
Too many insurance & investment products.
No one explains what is right or wrong.
Plans bought, but goals still unclear.
The problem is not money. The problem is a lack of diagnosis.
The Importance of money management and Goal based financial Planning
Integrating Money Management with financial planning is essential for achieving long-term success and stability.
When these two aspects are aligned, individuals can make informed decisions, set achievable goals, and pave the way for a secure and fulfilling future.
Benefits of Aligning Money and Financial Goals
Enhanced decision-making
Aligning Money and financial goals provides a clear framework for making strategic decisions regarding professional growth and financial stability.
Improved Satisfaction
It leads to a sense of fulfillment, as individuals can pursue careers that align with their passions while ensuring financial security.
Successful Life
Aligning goals reduces financial concerns, allowing individuals to focus on their career growth without compromising their financial well-being.
Secure Your Future: Life Insurance, Health Insurance, & Smart Investments in One Place!
Life Insurance Solutions
8+ years of securing dreams. A lifetime of Fikar-Free Futures.
Join 500+ customers who trust MS Finserve to protect their tomorrow, today.
Health Insurance Solutions
Please don't leave your health to chance. Get comprehensive health coverage with our trusted Health and medicalim plans.
Mutual Fund Solutions
Mutual funds offer diversified investment options, professional management, and potential wealth growth. They provide flexibility, liquidity, and tax benefits, making investing easy for everyone. Start your journey towards financial success with a well-managed mutual fund today!
Money Management + Goal-Based Planning = "Financial Planning."
अब करो, अपने Personal Finance को perfectly plan
Meet your financial Mentor
MS Finserve
Our expertise is in identifying, quantifying, prioritising & mitigating different types of financial risks through a suitable & proper solution for individuals, businesses, and companies.
About Us
M S Finserv
M S Finserv has been working as a customer-focused advisory with 25+ years of work experience in the financial industry. M S Finserv believes in keeping the team continuously updated by a strong regimen of self-study & engagement in industry-level trainings and seminars. Through this, we ensure a relevant & current advisory for our clients at all times.
Our Vision
Through continuous efforts for technological upgradation and research, MS Finserv has become the trusted brand for fulfilling the financial needs of both individuals and corporate houses.
Our Mission
Mahesh is a qualified financial risk advisor & founder of MS Finserv, which helps individuals and businesses manage their finances effectively. He focuses on wealth enhancement, protection, and transfer. The firm's mission is to assess the financial health of 10,000+ people.
Testimonials
Aditya & Riya Malhotra, Pune
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"Mahesh Suryawanshi provided us with a well-structured financial plan covering life and health insurance along with risk protection. His approach is highly professional and future-oriented. We feel reassured knowing our family’s finances and digital assets are well protected."
Kunal Verma, IT Consultant, Pune
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"What sets MS finserv apart is his understanding of both financial planning and digital risk. He helped us plan for our child’s education while also guiding us on cyber risk protection. His insights are practical, modern, and extremely relevant in today’s digital world."
सचिन पाटील, पुणे
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MS Finserv सरांनी माझ्यासाठी योग्य जीवन विमा आणि आर्थिक नियोजनाची सविस्तर योजना तयार केली. डिजिटल सुरक्षेबाबत दिलेलं मार्गदर्शन खूप उपयुक्त ठरलं. त्यांच्या सल्ल्यामुळे माझं आर्थिक भविष्य अधिक सुरक्षित झालं आहे."
प्रिया देशमुख, गृहिणी, पुणे
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"आरोग्य विमा, मुलांच्या शिक्षणाची योजना आणि डिजिटल धोके याबाबत MS Finserv सरांनी दिलेलं मार्गदर्शन अतिशय उपयुक्त ठरलं. त्यांनी सर्व गोष्टी सोप्या भाषेत समजावून सांगितल्या आणि आमचं आर्थिक संरक्षण अधिक मजबूत केलं."
