We're the partners on
on your financial growth.
We’re the partner
on your financial growth.
Our dedicated and well trained people represent the pillar of strength and success at our organization. Each one of our members has internalized our mission and are constantly striving to build on it.
Why Choose Us?
Certified Financial Planner
Financial planning help our clients to take better control of their finance via. Clients financial planning and risk management, retirement planning, budgeting, loan management, investment planning and many more.
Full Range of Financial Products
We offer a wide range of investment products and services to make saving and investing easier for you. From investment, trading, insurance, loans.- you can get it at Shivanti Finserv.
Powerful Tools & Platforms
Online mobile apps and trading platforms provides everything you need to research stocks, place trades, and access your portfolio, advanced charting tools and specialists with years of trading experience like never before.
Hand Holding Support
We are available for our clients, regarding all investment-related requirements and queries, offering with paperless trading and demat account, Insurance claiming, providing instant day account activation on receipt of application.
Closing Shifting & Portability Support
If you have a Demat account with any broker, we can help you close the account and transfer your holdings to us. We can also port your health insurance and home loans, as well as get the best plans with low-interest rates.
Share Dematerialization
In dematerialization process we convert the shares from physical certificates to electronic bookkeeping. Actual stock certificates are then removed and retired from circulation in exchange for electronic recording.
Our Process
Client Acquisition
We generate leads through online, offline and referral sources, which result in meetings with clients.
Product Selection
Our advisor understands the customers’ needs and suggest the products that suits their requirements.
Document Verification
During the customer onboarding process, we verify their identities by checking the authenticity of their documents.
Products & Service Delivery
After the documents have been verified by us, we deliver the products and services to our customers as they request.