Welcome To Balaji Financial Services


Balaji Financial services is a one stop shop for all your financial products and services. Founded in the year 2013 by Ashok Kaushal,we aim to cater un-parallel services to customers for meeting their financial needs. We understand that every customer is unique and so are their needs. We, at Balaji, believe in helping customersto make informed decisions through our innovative and tailor made solutions.......helping you today to plan for tomorrow.

Our values

To be the most preferred and trusted partner by offering innovative and tailor made solutions to the financial needs of customers.

Customer Centric

Our company is built on trust and loyalty where we strongly believe in satisfying customers. Meeting our customers’ needs is always our first and foremost priority. We aim to make a positive difference in our customers' lives.

Excellence

We strive to provide exemplary services and innovative product solutions to our clients. We are personally accountable for delivering results and maintaining the highest quality. Our goal is to exceed your expectations and do whatever we can to help pursue your financial goals.

Dependability

We strive to deliver what we commit, to meet deadlines, and to communicate proactively.We always endeavor to deliver services which you can fully rely upon.

Our Services

Financial Distribution

It is the process of meeting your financial goals through the proper management of your finances. Financial Distribution is the process of developing a personal roadmap for your financial well being. 

Retirement Planning

Retirement planning describes the financial strategies individuals employ during their working years to ensure that they will be able to meet their goals for financial security upon retirement. Making sound decisions about retirement is particularly important for everyone, whether you are a self-employed person, a small business owner or a salaried individual. 

NRI Services

We offers a wide range of products and services to NRIs under one roof.We ensure that all the services are delivered hassle free with complete transparency and high degree of professionalism.

Estate Planning

Estate planning is the act of preparing for the transfer of a person's wealth and assets after his or her death. Assets, life insurance, pensions, real estate, cars, personal belongings, and debtsare all part of one's estate. Estate plans must be written, signed, and notarized by the person who owns the estate.

Resources