About Us

Welcome To MSK FINSERV

Strong Values

At MSK FinServ, we emphasize a strong brand identity that resonates with values & beliefs of our clients. By aligning our services with your values & societal concerns, we aim to build an emotional connection & increased brand loyalty.

Trust & Transparency

We prioritize honesty and transparency in all our business practices at MSK FinServ. By maintaining a high level of authenticity, we build trust with our clients, who are more likely to support and remain loyal to a brand they perceive as reliable.

Experienced Professionals

We pride ourselves on offering exceptional service, characterized by attentive & responsive support. Whether you need investment advice, insurance planning, or financial management, our professionals work diligently to ensure your needs are met with the highest level of expertise and care.

Supportive Service

MSK FinServ offers responsive and empathetic customer support designed to address your needs effectively. Our commitment to turning challenges into positive experiences ensures that any issues are resolved with care and professionalism, enhancing your emotional connection with our brand.

Welcome to MSK FinServ, where we empower individuals on their journey to financial success and security. Since our inception 2018, we have been at the forefront of transforming financial services, enhancing financial literacy, and guiding countless clients towards their wealth goals. Our dedication to simplifying personal finance and providing expert guidance continues to make a positive impact, helping you achieve greater financial stability and peace of mind.

Our Vision

At MSK FinServ, our vision extends beyond simply managing wealth. We are committed to making financial knowledge accessible to everyone, regardless of their background or financial situation. By equipping individuals with the essential tools and education, we empower them to make confident and informed financial decisions, paving the way for a more secure and prosperous future.

Our Mission

At MSK FinServ, our mission is to educate and empower individuals, equipping them with the knowledge and tools needed for financial independence and security. We are dedicated to simplifying personal finance and achieving their financial goals. Our goal is to foster a society where everyone can make informed and confident financial decisions, paving the way for a more secure and prosperous future.

How We Begin

In 2018, we, observed that many individuals in India faced challenges in managing their finances effectively due to a lack of proper financial information and frequent mistakes. Motivated to make a difference, we began creating straightforward content on financial management. With our efforts by organizing Seminars to teach the fundamentals of personal finance.

Today, we have assisted Numbers of clients in improving their financial well-being. Our journey at MSK FinServ has been dedicated to learning, sharing, and empowering people to take control of their finances.

Welcome to MSK FinServ – where we empower you to master your finances and achieve your financial goals.

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Our Founder

Mahendra Kohad has had the privilege of working closely with thousands of investors throughout his corporate journey, gaining a profound understanding of the challenges and issues they encounter. Renowned for his innovative ideas and unique coaching style. He is a commerce graduate with a SEBI certification, an AMFI-registered mutual fund advisor and Well qualified in equity derivatives. His extensive experience begins with B2B sales at Capital firms, and as the equity head at MyFinPlanner. His background in financial planning and expertise in various financial instruments highlight his dedication to offering valuable, hands-on guidance in personal finance.

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What You Get

  • Personalized Consultation

    We begin by delving into your financial goals, risk tolerance, and aspirations through a one-on-one consultation, ensuring we fully understand your unique needs and objectives.

  • Tailored Investment Solutions

    With insights from your personalized consultation, we create a customized investment portfolio specifically designed to align with your individual requirements and financial goals.

  • Proactive Portfolio Management

    Leave the intricacies of managing your investments to us. Our expert team continuously monitors and optimizes your portfolio to ensure it meets your financial targets and adapts to changing market conditions.

  • Ongoing Support & Guidance

    We provide continuous support and expert guidance throughout your investment journey. Whether you have questions, need to adjust your strategy, or require advice on new opportunities, our team is here to assist you every step of the way.

We advise global leaders on their most critical issues and opportunities.

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