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.

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Happy Clients

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Years of Experience

Team Midas FinServe - Financial Advisors

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.

Midas FinServe Vision - Financial Peace of Mind

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.
Midas FinServe Mission - Empowering Financial Goals

Services

Our Features

Some of the benefits
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Power Of

Systematic Investment Plan

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AUM
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AUM

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Loan Portfolio
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PMS & AIF
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Awards

Awards & Recognition

Testimonials

What People Say

Ajay Bansal

Director Mankind Pharma Ltd.
Photo of Ajay Bansal

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.
Photo of Rajesh Gupta

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.
Photo of CA Kamal Piyush

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
Photo of Tushar Basu,

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.
Photo of Pramod Suri

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.
Photo of Dinesh Chaturvedi

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.

Contact

Get In Touch

location

Reach Us

804, 8th floor, Indraprakash Building 21, Barakhamba Road, New Delhi - 110001

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