Midas FinServe Pvt. Ltd. is an Independent boutique Wealth Management Firm formed by seasoned professional.
Rajesh Bansal- Co-founder and Managing Director
Midas FinServe Pvt. Ltd. is the brainchild of Rajesh Bansal. Rajesh heads Midas and is responsible for its overall growth. He has spent the last 24 years in the Indian Financial Services Industry. An effective & committed leader with spotless integrity and passion with deep understanding of financial products having more than 24 years of vintage experience with Renowned Financial firms. Prior to co-founding Midas FinServe Pvt. Ltd. in March 2016, Rajesh had worked with TATA Mutual Fund, ING Optimix Pvt. Ltd. and Master Capital Services Pvt. Ltd. in various Senior Leadership Roles. He has also helped in setting up different businesses in the financial sector proving his entrepreneurial skills. His continuous dedication towards work has made him recognition in the Industry.
What drives us through our journey is the desire to excel with our best-in-class research based advisory services. We have an excellent track record for the best customer satisfaction. We have earned accolades from our clients for our quality research, unbiased advise and timely services.
We, at Midas FinServe, bring value to the investment process, not just at initial stage but through the investment’s time horizon. We focus on adding significant value to the portfolio selection and review process including tax consequences of buying and selling various investment products as also develop strategies to minimize the tax.
We recognize the fact that every investor is different, with different financial goals, different tolerances to risk, different personal situations and different desires. Keeping these factors at the forefront, we design and monitor our clients’ portfolio in the manner that is appropriate to their risk level and allow them to achieve their objectives.
We rely mainly on Mutual Funds to create wealth for clients. We strongly believe that Mutual Funds provide the best in terms of variety, liquidity, flexibility, professional fund management, transparency and tax efficiency. That’s why; it is possible to design a portfolio for a lay investor as well as the most sophisticated one with the help of Mutual Funds alone.
Apart from Mutual Fund, we have created our expertise in Equity (Stocks), Portfolio Management Services (PMS), Commercial Real Estate Advisory, General & Life Insurance, Home Loans, Loans Against Securities, Loans Against Property,
The Portfolios are kept under constant review and appropriate changes are made to reflect the changes that may be required to be made in view of changes in the market conditions as well as clients’ needs and priorities.
Our strong support, technology-driven operations and business units of research, distribution and advisory coalesce to provide you with a one-stop solution to cater to all your investment needs. Our customers have been aptly making use of our in depth knowledge and expertise to participate in the booming stock and real estate market. We provide online access to your portfolio on a Real Time Basis. Also we provide ONLINE PLATFORM to invest in Mutual Funds through SINGLE LOGIN.
The concept of our Advisory Board is built upon the realization of the important role Industry Leaders play in the mentoring and guidance of an upcoming professional services firm like ours.
We believe that our Advisory Board is a value Building Team. They play an important role as trustees of our values encompassing Integrity and Ethics through effective governance. The Midas FinServe Pvt. Ltd. Advisory Board is a platform for thought leadership. The composition of our Advisory Board reflects thought generation that is diverse, illuminating and actionable.
Midas was set up in 2015 to provide exemplary Wealth Management Services to a handful of informed and discerning clientele. During the last 3 years, we have grown manifold both as a team and as a business. Today, we take pride in being recognized both by our clients and industry peers as a firm with high standards of integrity and ethics. Presently we are providing Wealth Management services to more than 700 families and are Managing Assets of around Rs. 450 crores (as on 31st March 2018), out of which Rs. 350 crores are managed in Schemes of Mutual Fund and rest are in other Products viz., PMS (of Mutual Fund), RBI Bonds, NCD, Corporate Fixed Deposits.
While laying the foundations of our practice, we decided to build a focused practice around specific client segments through qualified introductions only. The idea was not just to chase any high net worth individual but own serious clients.
And today the quality of wealthy client families begin served by us is the validation of our focused efforts.
Midas s Client List would be the envy of any Private Banking Setup, and therefore we at Midas would gain immensely by sharing our Client list. However, we would willingly forgo this advantage in lieu of protecting the privacy of our Clients. We have segmented our clients as – Family Business Owners (Promoters), Professional & Entrepreneurs, Trusts & Senior Corporate Heads. This helps us to Service the clients in more effective manner.
Our mission is:
- To demystify the world of finance;
- Relieve you of stress relating to your financial worries and
- Help you use your resources effectively so that you can get more out of life.