Wealth Management Service
Who We Are
Midas FinServe: Empowering Your Financial Journey
Established in 2015, Midas FinServe Pvt. Ltd. is dedicated to helping individuals and businesses achieve financial freedom. As an AMFI registered Mutual Fund Distributor in Delhi, we provide personalized investment solutions and build long-term partnerships with our clients.
We adapt to the evolving financial landscape to ensure our clients make informed financial decisions and achieve their life goals.
Happy Clients
Years of Experience
Our Vision
We at Midas strive to provide financial peace of mind by delivering tailored, objective advice designed to give clients confidence to pursue their passions, dreams, and talents.
Our Mission
At Midas FinServe, our mission is to empower Individuals and Families to achieve their Financial Goals through Personalized Wealth Management Strategies. We focus on creating Sustainable Wealth by providing expert guidance in Mutual Funds, Life Insurance, and Loan Products.
- We are committed to building lasting relationships based on Trust, Transparency, and Tailored Financial Solutions to help clients secure their future.
Services
Power Of
Systematic Investment Plan
AUM
Insurance AUM
Loan Portfolio
PMS & AIF
Awards
Awards & Recognition
What People Say
I wish to thank Rajesh Bansal ji for all his valuable advises. My view towards investments and wealth building has dramatically changed with his association. His approach towards our goals starts by removing the emotional approach and this is what I liked in him the most.
Ajay Bansal, Director Mankind Pharma Ltd.
It’s been over 15 years since I am associated with Midas finserve and Rajesh Bansal and the investment advises received from him have been extremely useful and monetarily fruitful as well. Before meeting him my investments were haphazard which fetched very partly or no returns at all. The investments made with his guidelines are fetching healthy profits and I have made more profits in the last 5 years than what I have probably made in the last entire decade.
Rajesh Gupta, General Manager, SBL Pvt. Ltd.
I have had the pleasure of knowing Midas Finserv and Rajesh Bansal for the past few years. In my mind an attribute that makes them excellent wealth management professionals for clients is that they are very strategic in ensuring that the goals and objectives of their clients are attained. They are very professional in demeanour and have a knack for explaining complex investment objectives in easy to understand terms.
CA Kamal Piyush, Senior Partner, KSA & Co. Chartered Accountants.
I Received nothing but a top notch client experience. I have always found him to be ethical , client focused and more than willing to go the extra mile for me and my personal goals. I have no hesitation what so ever on referring them on to someone looking for a client focused financial advisor.
Tushar Basu,, Managing Director - South Asia, Biotronik India
What particularly impressed me about Midas finserve and Rajesh bansal ji was just how much time they spent early on in our relationship listening to my particular goals and objectives. I have always found that they truly understand what I am working towards with my career, my investments and my other personal goals. Their regular reviews and proactive meetings keep me well aware of my progress towards my goals.
Pramod Suri, Managing Director, ACB India Ltd.
Midas Finserv has not only brought stability and profitability to my financials, but has used their network and expertise to assist in maximising other estate items like insurance, taxation, share certificates etc. I now have a feeling of confidence and security in all those areas of my life.
Dinesh Chaturvedi, Head-Healthcare at SuhailBahwan Group (Holding) LLC, Sultanate of Oman.
Ajay Bansal
Director Mankind Pharma Ltd.
I wish to thank Rajesh Bansal ji for all his valuable advises. My view towards investments and wealth building has dramatically changed with his association. His approach towards our goals starts by removing the emotional approach and this is what I liked in him the most.
Rajesh Gupta
General Manager, SBL Pvt. Ltd.
It’s been over 15 years since I am associated with Midas finserve and Rajesh Bansal and the investment advises received from him have been extremely useful and monetarily fruitful as well. Before meeting him my investments were haphazard which fetched very partly or no returns at all. The investments made with his guidelines are fetching healthy profits and I have made more profits in the last 5 years than what I have probably made in the last entire decade.
CA Kamal Piyush
Senior Partner, KSA & Co. Chartered Accountants.
I have had the pleasure of knowing Midas Finserv and Rajesh Bansal for the past few years. In my mind an attribute that makes them excellent wealth management professionals for clients is that they are very strategic in ensuring that the goals and objectives of their clients are attained. They are very professional in demeanour and have a knack for explaining complex investment objectives in easy to understand terms.
Tushar Basu,
Managing Director - South Asia, Biotronik India
I Received nothing but a top notch client experience. I have always found him to be ethical , client focused and more than willing to go the extra mile for me and my personal goals. I have no hesitation what so ever on referring them on to someone looking for a client focused financial advisor.
Pramod Suri
Managing Director, ACB India Ltd.
What particularly impressed me about Midas finserve and Rajesh bansal ji was just how much time they spent early on in our relationship listening to my particular goals and objectives. I have always found that they truly understand what I am working towards with my career, my investments and my other personal goals. Their regular reviews and proactive meetings keep me well aware of my progress towards my goals.
Dinesh Chaturvedi
Head-Healthcare at SuhailBahwan Group (Holding) LLC, Sultanate of Oman.
Midas Finserv has not only brought stability and profitability to my financials, but has used their network and expertise to assist in maximising other estate items like insurance, taxation, share certificates etc. I now have a feeling of confidence and security in all those areas of my life.
Get In Touch
Mail Us
Reach Us
804, 8th floor, Indraprakash Building 21, Barakhamba Road, New Delhi - 110001
Axis
Aditya Birla
HDFC
ICICI
Invesco
SBI
Nippon
Sundaram
Tata
UTI