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Financial
Planning

Financial planning services provide comprehensive financial advice to help clients achieve their financial goals. This can include creating a budget, setting financial goals, and developing a strategy to meet those goals.

Investment
Services

Investment services refer to a wide range of financial services that help individuals and institutions to grow their wealth. These services typically involve the management of financial assets, such as stocks, bonds, mutual funds, real estate, and other types of investment products. The goal of investment services is to help clients achieve their financial goals, such as saving for retirement, generating income, or accumulating wealth over time.

Insurance
Services

Insurance services are financial products that provide protection to individuals and businesses against potential financial losses. This protection is provided by compensating the policyholder for losses that are covered under the terms of the insurance policy. There are many different types of insurance services available, including life insurance, health insurance, property and casualty insurance, and liability insurance.
About us

Achieve your financial objectives and secure the financial future

Vision Mission Core values Objectives

Our vision is to become the leading financial services company in the country, serving 250 satisfied clients by 2025, empowered to achieve financial stability and success, and be a positive force in the communities we serve.

“To be recognized as the most trusted and reliable provider of financial services in the industry.”

To provide our clients with exceptional financial services that help them achieve their financial goals and dreams.

Committed to delivering personalized, innovative solutions that are tailored to the unique needs of each of our clients.

Delivering exceptional customer service and the highest level of integrity.

Work to continuously improve our services and stay at the forefront of industry trends, so that we can provide our clients with the best possible support and guidance.

  1. Integrity: We uphold the highest ethical standards and always act with honesty and transparency.
  2. Customer focus: We prioritize the needs and satisfaction of our clients, and strive to provide exceptional service.
  3. Responsibility: We take ownership of our actions and decisions, and strive to be good stewards of our clients' assets and the environment.
  4. Collaboration: We work together as a team and value diverse perspectives, in order to deliver the best possible outcomes for our clients.
  5. Innovation: Continuously seeking out new and better ways to serve our clients and meet their financial needs.
  6. Excellence: We strive for the highest level of quality in all that we do and are committed to continuous improvement.
  1. Generating profits for clients through the sale of financial products and services.
  2. Providing valuable financial products and services that meet the needs of clients.
  3. Building long-term relationships with clients and maintaining customer loyalty.
  4. Expanding the company's reach and customer base through marketing and business development efforts.

At FundsSkill, we are passionate about helping our clients plan for their financial futures. Since our company was founded in 2020, we have been dedicated to providing personalized, high-quality financial advice to individuals and businesses. Since then, we have helped many clients navigate the often-complex world of personal finance.

We believe in the importance of building strong relationships with our clients and providing exceptional service. We take the time to get to know each and every one of our clients and their unique financial goals, so that we can provide personalized recommendations and solutions.

Whether you are looking to invest for the future, save tax, plan for retirement, or simply get a handle on your personal finances, we are here to help.

Featured services

Financial products and services offered by FundsSkill

Financial Planning

Financial planning is the process of creating a roadmap to help you manage your finances, achieve your financial goals and secure your financial future.

Retirement Planning

Retirement planning is the process of preparing for life after you stop working.

Wealth Planning

Wealth planning is a process of managing your finances to help you grow and protect your wealth over time.

Tax Planning

Tax planning is the process of arranging your finances in a way that minimizes the amount of taxes you have to pay to the government.
Why choose us?

FundsSkill is commited to help clients to achieve the goals.

FundsSkill help Clients to make informed decisions about their money to achieve their financial goals and ensure long-term financial security.

We Can Save You Money.
Our Life Insurance is Flexible.
A Fast, Easy Application.
No brokers, no upselling.
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Satisfied clients

We are very happy to serve them!
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Portfolios Managed

We are successfully managing and still counting
Investment Life General

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        Start a fast, free auto insurance quote with FundsSkill. We help you find any insurance coverages that are right for you, so you’re not paying for anything you don’t want!

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        Testimonials

        Genuine recommendation for FundsSkill. Darshana is true to her efforts & work ethics having the right skillset; more importantly she pursues the much needed right mind-set in this field.
        Pranab Nath
        Pranab Nath
        Passion, knowledge and a genuine interest in achieving the best for clients is what makes a true professional Financial Advisor. Darshana founder of FundsSkill has this and more. Her continual advice on financial planning issues has saved us significant amounts of money. I would highly recommend her to anyone wanting to achieve better financial future.
        Mital Sali
        Mital Sali
        I am associated with Darshana since past 2 years. She has always been very prompt with all my queries, also have guided me through my financial investments. I started my journey of investment through FundsSkill, and it has been a great and fruitful experience until now. I would recommend them to anyone and everyone who is looking to invest as she will be able to guide you in the right direction.
        Nafisa Interior Designer
        Nafisa Interior Designer
        It's been three years now Darshana Shah helping and managing the portfolio for investments. I am happy with my decision. It is not only about managing or investing funds, I found her assessment about the non-share market useful to take decisions of several accounts. I definitely recommend her.
        Sachin Gawande
        Sachin Gawande
        Fundsskill gives you expert advice, guidance, and suggestions for your financial decisions. Though nowadays, there are many apps available, which advertise easy investment, they are just a platform, and will only suggest on the basis of some past data. But since this is about our hard-earned money, so I chose Fundsskill - Darshana as my financial advisor and happily investing through them. They will suggest good selected options, as per your investment need, and of course on which you can also do your research, and sure you will find the best.
        Rishi Soni IT Professional
        Rishi Soni IT ProfessionalVodafone
        Throughout our investment journey together, FundsSkill has demonstrated a deep understanding of the market, providing expert advice and guidance on the best investment strategies to maximize my returns. Darshana is always available to answer my questions and address my concerns, and her professionalism and attention to detail have been truly remarkable. I am grateful for the opportunity to work with such a talented and dedicated SIP investor, and I would highly recommend FundsSkill to anyone looking for an experienced and knowledgeable partner to help achieve their investment goals.
        Vishakha Shah
        Vishakha Shah
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