We believe expert financial advice should be personal, honest and available to every family — not just the wealthy few.
S R Financial Services was founded in July 2020 with a simple observation: most families were forced to deal with separate agents for insurance, investments, tax and loans — with no one looking at the full picture.
We set out to change that. By bringing all seven pillars of financial life under one roof, we give our clients a single, trusted advisor who understands their complete situation and plans every decision around their real-life goals.
Today, we're proud to guide 100+ families across Pune — from young professionals starting their first SIP to retirees planning a lasting legacy. Every relationship is built on transparency, patience and advice you can genuinely trust.
Talk to Our AdvisorTo be Pune's most trusted financial services partner — the first name families think of when they want honest, goal-based guidance for building, protecting and passing on their wealth.
To simplify financial decisions for every client by delivering all seven wealth services under one roof, with transparency, empathy and disciplined, goal-based planning at the core of everything we do.
We recommend only what's genuinely right for you — never what pays us more.
Every plan starts with your life goals, not with a product to sell.
Clear numbers, plain language and no hidden charges — ever.
We measure success by the families who stay with us for decades.
Book a free consultation and experience what advice under one trusted roof feels like.