Practical Financial Guidance For Insurance, Investments & Loans
Empowering Surat's entrepreneurs, diamond & textile industrialists, and families with personalized wealth growth, risk protection, and fast loan approvals.
Keshav Finserv Advisory
Ring Road & Vesu, Surat
Insurance Protection
Term, Health & Commercial
Mutual Funds & SIP
Wealth & Tax Planning
Home & Business Loans
Fast Sanction & Low Rates
Surat Client Portfolio
₹150+ Crore
Families Advised
2,500+
Advisory Excellence
Families & Businesses Protected
Assets & Loans Advised
Claim Settlement Support
Trusted Partners & Financial Institutions
Partnered with India's leading insurance corporations, mutual fund houses, and tier-1 banks
LIC of India
Life Insurance
HDFC Life
Life & Term
Star Health
Health Insurance
ICICI Lombard
General & Motor
Tata AIG
Commercial & Fire
SBI Mutual Fund
Investments
HDFC Mutual Fund
Equity & SIP
Bajaj Finserv
Loans & Finance
ICICI Bank Loans
Home Loans
Our Core Advisory Pillars
End-to-end holistic financial guidance tailored to your life goals and business cash flows.
Insurance Advisory
Shield your family and business against unforeseen medical, health, and life emergencies with optimal coverage at competitive premiums.
- Comprehensive Health & Critical Illness Covers
- Pure Term Life Insurance with High Sum Assured
- Business, Factory & Marine Transit Policies
- End-to-end Claim Settlement Assistance
Investment Planning
Disciplined wealth creation through disciplined SIPs, top-quartile mutual funds, portfolio reviews, and tax-efficient asset allocation.
- Goal-based SIP & Lump-sum Mutual Funds
- Tax-Saving ELSS & Retirement Planning
- Portfolio Diversification & Risk Profiling
- Regular Rebalancing & Transparent Tracking
Loan Advisory
Seamless debt financing for home buyers, commercial property investors, and growing textile/diamond enterprises with minimal paperwork.
- Home Loans & Loan Against Property (LAP)
- Unsecured Business & MSME Working Capital Loans
- Competitive Interest Rates & Fast Sanctions
- Balance Transfer with Low Processing Fees
Protecting What You Love. Multiplying What You Earn.
Headquartered at Ring Road, Surat, we have guided diamond traders through market cycles, helped textile manufacturers expand capacities with structured loans, and guaranteed children’s overseas education through patient compounding.
Claims Paid
₹18+ Crore
Loan Sanctions
₹75+ Crore
Why Thousands in Surat Trust Us With Their Financial Future
Unlike transactional agents, we act as your personal family chief financial officers. We prioritize your long-term security and liquidity over commission incentives.
100% Unbiased & Goal-Centric
We evaluate hundreds of products across 20+ financial institutions to recommend only what truly aligns with your family goals.
Dedicated Local Surat Presence
Our physical offices in Ring Road & Vesu ensure prompt face-to-face consultations, door-step paperwork, and emergency claim support.
End-to-End Claim & Disbursal Support
We stand with you during hospitalizations or loan disbursements, managing bureaucratic paperwork so you can focus on what matters.
Transparent & Certified Advisors
AMFI registered mutual fund advisors and IRDAI-certified insurance specialists adhering to stringent regulatory standards.
How We Build Your Financial Security
A smooth, confidential, and stress-free journey to financial clarity.
Free Discovery Session
We listen to your current assets, liabilities, insurance covers, and upcoming life goals over coffee or a video call.
Customized Financial Blueprint
We analyze your risk appetite and create a tailored roadmap with curated insurance, investment, or loan structures.
Hassle-Free Documentation
Our operations team manages KYC verification, insurer medicals, and bank sanction procedures smoothly.
Ongoing Monitoring & Support
Annual portfolio reviews, regular market updates, and 24/7 dedicated support for emergency claims.
Plan Your Numbers With Confidence
Simulate your future wealth accumulation through disciplined SIPs or compute your ideal monthly loan EMI.
Total Expected Value
Trusted by Surat's Families & Business Owners
Real experiences from clients who entrusted their wealth, business financing, and health safety to Keshav Finserv.
“Keshav Finserv helped our textile firm secure a ₹3.5 Crore business loan at 8.65% interest rate within just 7 days. Their transparent advice saved us lakhs in processing charges.”
Rajeshbhai Patel
Textile Factory Owner, Ring Road
Ready to Secure Your Financial Freedom?
Book a complimentary 30-minute consultation with our senior advisors in Surat or connect on WhatsApp for instant guidance.
Visit Our Surat Office or Request a Callback
Have questions about insurance policies, SIP planning, or loan eligibility? We are here to help.
Head Office (Surat)
Serving Surat, Navsari, Ankleshwar & South Gujarat
Head Office:
304-306, Silver Trade Center, Ring Road, Surat, Gujarat - 395002
Vesu Advisory Lounge:
UG-14, Milestone Atlantis, University Road, Vesu, Surat - 395007
Phone / WhatsApp:
+91 98250 12345 / 0261 2456789Email Us:
advisory@keshavfinserv.comWorking Hours:
Monday - Saturday: 9:30 AM to 7:00 PM (Sunday by Appointment)