About Us

Founded in 2001, Mayank Finserv is a trusted provider of investment and insurance services. Guided by our client-first philosophy, we are committed to delivering ethical, efficient, and personalized financial solutions that empower individuals and families to achieve their financial goals.

Mission & Vision

Our mission is simple yet profound: to create financially happy families by providing expert guidance and strategic financial planning.

Our Achievements

With over two decades of experience, we have helped more than 1,000 families navigate their financial journeys by enabling informed and confident decision-making. Today, we proudly serve 1,500+ satisfied individual clients, many of whom are second-generation investors— a testament to the trust and long-term relationships we have built over the years.

Why Choose Us?

At Mayank Finserv, we bring together the perfect blend of experience and innovation. Our leadership team consists of:

1. A seasoned managing partner with 24 years of industry wisdom and deep market insights.
2. A dynamic young partner, equipped with the right qualifications and expertise to navigate the evolving financial landscape.

This balanced approach allows us to leverage decades of market experience while staying ahead with modern financial strategies. Having witnessed multiple market cycles, we understand how to navigate uncertainties and seize opportunities for our clients.

Comprehensive Financial Solutions under One Roof

We offer a full spectrum of financial products to meet all your investment and protection needs:
✔ Investments
✔ Mutual Funds & SIPs
✔ All Types of Insurance
✔ National Pension System (NPS)
✔ Portfolio Management Services (PMS)
✔ Alternative Investment Funds (AIFs)

Additionally, with our user-friendly website and mobile app, you can seamlessly track all your investments in a single dashboard, ensuring complete transparency and convenience.

At Mayank Finserv, we are committed to providing trusted, holistic, and client-centric financial solutions to help you achieve your financial goals with confidence.

Introduction:

Mayank Sheth

Mr. Mayank Sheth is a seasoned financial services professional with 24 years of industry experience. As the Founder & Managing Partner of Mayank Finserv, he has built a strong reputation for his expertise in mutual funds and insurance.

Over the years, he has honed his ability to effectively communicate and guide individuals through their financial journeys. Holding several key industry certifications, he brings a wealth of knowledge and credibility to his practice. Driven by a singular mission—to help people achieve financial well-being and long-term security—he remains dedicated to empowering clients with informed financial decisions.

Fagun Sheth, CFP, CFA

Fagun Sheth is a CFA Charter holder, CFP professional, and holds multiple NISM certifications, with over seven years of experience in the financial services industry. Passionate about finance, he has in-depth expertise in fundamental and technical analysis and a strong understanding of various financial products, including mutual funds, insurance, and portfolio management services (PMS).

With deep knowledge of investment strategies, risk management, market trends, and multiple asset classes, he focuses on simplifying complex financial concepts and providing well-researched insights. His approach ensures that recommendations are aligned with each individual's unique objectives while maintaining transparency in the selection of financial solutions.

By combining expertise, integrity, and a client-first approach, Fagun Sheth strives to build lasting relationships based on trust, knowledge, and informed decision-making.