Image

Summit FinServ Private Limited Which was Earlier Known as BALAJI Investment & Services is a financial service of Mutual Funds registered with AMFI, which had been providing similar services for over 35 years, to the satisfaction of its clients. Summit Fin Serv Private Limited offers a wide array of products and services, including integrated financial planning, (Incidental Advisor) Wealth management, Tax Consulting services, Insurance & Mutual Funds. Summit FinServ Private Limited serves over 1200 clients, high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized Services to Individuals. Maximizing Wealth is the first and foremost motive of us.

Our services are individually designed to meet clients’ needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios, offer a comprehensive selection of investment alternatives that will suit their financial goals.

Our Vision

To build Company name as a trusted brand in the Financial Services.

Our Mission

To provide a wide range of products and services in the field of Financial Services Segment with a commitment to:

We Deal With

  • Types of funds

    Details on mutual funds, ETFs, hedge funds, etc.

  • Investment strategies

    How different funds approach investing.

  • Risk and return

    Understanding the risk profiles associated with each fund type.

  • Performance metrics

    How to evaluate fund performance.

  • Market trends

    Current trends affecting various funds.

  • Mutual Funds

    Pooled investment vehicles that allow investors to buy units in a diversified portfolio managed by professionals.

  • Exchange-Traded Funds (ETFs)

    Similar to mutual funds but traded on stock exchanges. They often track specific indices or sectors.

  • Hedge Funds

    Investment funds that employ various strategies to achieve high returns, typically open to accredited investors.

  • Pension Funds

    Investment pools that collect and invest money to pay retirement benefits for employees.

  • Venture Capital Funds

    Funds that invest in startups and early-stage companies with high growth potential.

  • Real Estate Investment Trusts (REITs)

    Companies that own, operate, or finance income-producing real estate and allow investors to buy shares in real estate portfolios.

  • Index Funds

    A type of mutual fund or ETF that aims to replicate the performance of a specific index, like the S&P 500.

  • Bond Funds

    Funds that invest primarily in bonds, providing income through interest payments.

If you’d like more information on any specific type, let me know!

Our Founder and CEO

Mr. Shashank Jain

Mr. Shashank Jain

Director

I Shashank Jain, having done AFP (Associate Financial Planning), CFGP (Chartered Financial Goal Planner Certification) from AAFM (American Academy of Financial Management India), working in this particular field for the last 30 years, advising various Individual persons/ institutions/ Trust/ Societies/ PF Trusts/ Charitable & Religious Trust/ Educational Institutions, (Total 68 Institutions, as on date) / NRI, etc., being more prominent in Uttarakhand. Although I have... Read More
Mr. Ruchi Jain

Mrs. Ruchi Jain

Director

I completed my undergraduate and master's degrees in Automotive Engineering, and had the privilege of working for two years with a prestigious automotive company in the United States. During my time in the industry, I gained valuable experience and insights into a highly technical and fast-paced field. However, as I continued to grow professionally, I found my passion evolving. While I had always been drawn to engineering and technology, I began to see a different kind of... Read More
Executive Director

Mr. Akshat Jain

Executive Director

I completed my undergraduate and master's degrees in Automotive Engineering, and had the privilege of working for two years with a prestigious automotive company in the United States. During my time in the industry, I gained valuable experience and insights into a highly technical and fast-paced field. However, as I continued to grow professionally, I found my passion evolving. While I had always been drawn to engineering and technology, I began to see a different kind of... Read More

Operation Team

Shivangi Juyal

Shivangi Juyal

Shivani Singh

Shivani Singh

Rinky Rana

Rinky Rana

Saloni Rana

Saloni Rana

Contact Details

Mr. Shashank Jain: summitfinserve@gmail.com
Mr. Akshat Jain: +91 78188 93364
For Calls: +91 9084216765
Additional Numbers: +91 63979 75977,
+91 88698 79211
Office Mail ID: summitfinserveoffice@gmail.com
×