Win-Win Platform for Consumers & Advisors
For Prompt & Efficient Service
For Existing & Prospective Advisors
Be a Certified Financial Services Counsellor
For Smart Consumers
Get Your Financial Assistant

About Servetm

ServeTM is built on the foundation principles of service. ServeTM offers tools for financial advisors to serve consumers efficiently & professionally. The tools are available on mobile devices and as a web system. We contribute to the financial services ecosystem with trained advisors.

Know More

For Advisors

We help advisors build a career in financial services. Advisors would be certified as “Certified Financial Services Counsellor” (CFSC). The CFSC program will train existing and prospective advisors with product & process knowledge and with service & sales skills. Serve & Win, is the mantra.

Get on Playstore

For Consumers

Consumers can quickly & easily make service requests about their insurance & investment plans/policies. The app will help consumers setup & track their financial goals. We help consumers create a financial locker & connect the consumers to a trained & professional CFSC.

Get on Playstore