Our Mission
Our Vision
Our Partners
Why Advisors?
To help people achieve their financial goals by offering easy-to-understand investment options, honest advice, and personalized solutions, while promoting financial awareness and building lasting relationships.
To be a trusted partner in guiding individuals and families toward financial freedom by offering simple, reliable, and personalized investment solutions through mutual funds and other financial products.
As MFD
As AP
As POSP
As MFD
Loan Partner
Understand the Importance of Mutual Fund Distributors
Products We Offer
Mutual Fund
Insurance
Stocks
NPS
Loan Against MF
Fixed Deposit
5+
Clients Served
1+ Lac
Lumpsum Investment
50K
Monthly SIP
10+
Demat Account Opened
What our Clients say About Us
Alok
Restaurant Owner
I was new to investing and overwhelmed by the number of mutual fund options available. Ankit simplified everything for me. His advice was clear and tailored to my financial goals. Thanks to his guidance, my investments are now growing steadily.
Harshita Sharma
Teacher & Housewife
I struggled to find a credit card that matched my needs, but Ankit saved the day. He provided multiple options and highlighted the benefits of each. His expertise saved me a lot of time and effort.
Harsh Juneja
College Student & SSC Aspirant
Ankit Sharma made opening my Demat account a breeze. His professionalism and knowledge about the stock market gave me the confidence to start trading. I couldn’t have done it without them.
Neeta Sharma
Retired Person
I hesitated to start investing in mutual funds due to the risks involved, but Ankit Sharma patiently explained the process. He helped me choose funds that match my risk appetite and financial goals. I’m already seeing promising returns. Thank you, Ankit!
Why Choose Us
We provide tailored investment solutions and expert guidance to help you achieve your financial goals easily and confidently. Our diverse range of financial products, combined with a commitment to transparency and trust, ensures a smooth and secure investment journey. By simplifying the complexities of finance and offering personalized support, we aim to build long-lasting relationships and empower you to grow and protect your wealth.
Personalized Solutions
Expert Guidance
Wide Range of Products
Transparency
Financial Education
Convenience & Support
Long-Term Focus
Goal-Oriented Planning
Call Us Today
+91 7007850178
Answer To All your Queries
Q: Who is Ankshita Financial Services?
A: Ankshita Financial Services is a platform by Ankit Sharma, an AMFI-registered mutual fund distributor who provides financial services.
Q: What is AMFI?
A: AMFI stands for Association of Mutual Funds in India. It is a non-profit organization that regulates the mutual fund industry in India.
Q: Can anyone be Mutual Fund Distributor and start financial services business?
A: No. We must pass the NISM V-A exam to become Mutual Fund Distributors. However, passing a Mutual Fund exam is not compulsory to provide other financial services, such as Insurance or a demat account. You must be eligible and fulfil the specific company requirements.
Q: What all services do Ankshita Financial Services provide?
A: We provide Mutual Fund recommendations for all companies. We also help you get Health, Term, Car, and bike Insurance from almost all companies. We will guide you in opening a demat and trading account and fulfil your loan requirements.
Q: How can I trust you?
A: This is an essential question. You must be aware of how trustworthy and knowledgeable your distributor is.
I assure you that we passed the NISM exam after extensive study. Hence, we are NISM certified. We are licensed professionals who can guide you regarding Mutual Funds. Moreover, we occasionally attend company seminars, which help us gain more knowledge.
In addition, we receive product training from specific companies for other services. Secondly, I won’t charge you anything. I am here to guide you, and the company appreciates us through commissions.
So you are not paying me anything. Instead, you are making payments to the company itself, and we are partnered with well-known companies.
Q: Who are your partners?
A: We have partnered with well-known and established companies, such as Assetplus and NJ Wealth, a renowned brand for mutual fund investments — Insurance Dekho for different types of Insurance. Axis Direct, a subsidiary of Axis Bank, will oversee demat and trading accounts. At last, Ruloans is a well-known name in the corporate DSA sector.
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