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20+

years Experience
Handling tough Financial tasks Giving Futures to your Investment not Just Promise, a result delivered Giving wings to financial dreams
About Us

Empowering Investors with Mutual Fund Expertise

At Shri Thakur Finserv Private Limited, we're dedicated to helping you achieve your financial goals and milestones. With a rich history spanning over 25 years, our company has grown from a small proprietorship firm to a reputable private limited company, built on a foundation of integrity, expertise, and customer-centricity.

More About Us

20+ Years

Industry Experience

150+ Cr

Assets Under Management

Our Services

Superior Investment Solutions

01

Mutual Funds

Explore Service

Mutual Funds are financial instruments which invest in a portfolio of securities...

02

General Insurance

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Motor insurance is a mandatory requirement if have a car, motorcycle or scooter...

03

Health Insurance

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Cost of quality healthcare in India has been sky-rocketing for the past decade or so...

04

Life Insurance

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Life insurance is financial product that provides the policy holder financial protection...

How Shri Thakur Finserv Work In Your Best Interest

Monthly Investment

5000 /-

AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO

Bank
₹ 22.36L@3%
Fixed Deposit
₹ 22.36L@6%
Gold
₹ 22.36L@9%
Sensex
₹ 22.36L@11%
Mutual Fund
₹ 22.36L@15%

Top Performing Funds

Create
Goals
Goal Planner

It's Always A Good Time To Invest And Plan!

Child's Education

Higher education costs rise over 15% annually...

Higher education costs rise over 15% annually; planning ahead for your child's education is crucial.

Dream Home

Who does not want an abode of their own...

Who does not want an abode of their own. Start planning based on when you want to have your Sweet Home.

Retirement

Do not make the mistake of delaying your investments...

Do not make the mistake of delaying your investments for this most important goal of your life.

Wealth Creation

Wealth Creation means earning extra...

Wealth Creation means earning extra. Wealth Creation is the most important part of financial planning.

Child's Wedding

By starting with a small SIP amount, you can...

By starting with a small SIP amount, you can benefit by power of compounding to meet this goal.

Emergency

This is the most important goal but ignored...

This vital goal is often ignored by many due to a lack of awareness and knowledge gaps.

Model Asset Allocation

01

Conservative Investor

02

Moderately Conservative

03

Moderate Investor

04

Moderately Aggressive Investor

05

Aggressive Investor

Conservative Investor

High on debt, this portfolio is ideal for risk averse investors looking for superior returns over FDs.

50% Income Funds 30% Hybrid Debt Funds 20% Equity Savings Funds Explore More

Moderately Conservative

Higher equity allocations suits high risk takers with 10 yrs investment horizon.

30% Equity Funds 70% Balanced Funds Explore More

Moderate Investor

A Hybrid portfolio is ideal for Moderate investor as volatility is limited.

40% Equity Funds 50% Balanced Funds 10% Equity Savings Funds Explore More

Moderately Aggressive Investor

Higher equity + moderate debt allocation ensures moderate return and less volatility.

60% Equity Funds 40% Balanced Funds Explore More

Aggressive Investor

Higher equity allocations suits high risk takers with 10 yrs investment horizon.

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Blog Post

Our Latest Blogs

Mutual Funds

SIP or Lumpsum: Which is a better o...

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Mutual Funds

How debt funds can be suitable for ...

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Mutual Funds

Leveraging the PSU rally to sustain...

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Testimonials

Our Clients have been Extremely Satisfied by our Professionalism

Avg.Rating 4.8/5
Based on 2,500 Client Reviews
Excellent Service
Read All Reviews

Great Experience!

I have been financially advised by counsolve investment Planners since 2022 I have had a very good experience. The sound financial advice they gave me helped me to achieve.

Nathan Felix

Director - Naxly Info tech

Great Experience!

I have been financially advised by counsolve investment Planners since 2022 I have had a very good experience. The sound financial advice they gave me helped me to achieve.

Nathan Felix

Director - Naxly Info tech

Great Experience!

I have been financially advised by counsolve investment Planners since 2022 I have had a very good experience. The sound financial advice they gave me helped me to achieve.

Nathan Felix

Director - Naxly Info tech
Appointment

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Copyright © 2025 Shri Thakur Financial Services. All Rights Reserved.

Guides clients in making informed investment decisions and oversees their portfolio performance.

Registered Address

301, Shri Sanskruti,
Ravtale, Near Marathi School,
Chiplun, Ratnagiri - 415605

Address

1st Floor, Mauli Apartment,
Bhogale, Near Patankar Hospital,
Chiplun, Ratnagiri - 415605

Company

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Call Us

+91 9834079813

+91 8080876433

+91 9766134167

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admin@thakurfinserv.com

Brokerage disclosure (Equity, Hybrid and Retirement schemes ranging from 0.10% per annum to 1.50% per annum and Debt schemes ranging from 0.05% per annum to 0.60% per annum paid by AMC's on monthly basis)

Shri Thakur Finserv Private Limited is AMFI Registered Mutual Fund Distributors and AMPI Registered PMS Distributors and we follow all rules and regulations of AMFI, AMPI and SEBI.

Disclaimer :

www.thakurfinserv.com is an online website of Shri Thakur Finserv Private Limited who is registered vide ARN-328893 as a Mutual Fund distributor. The said website is just an electronic presentation of financial planning for self help by investors. This site should not be treated as a financial advisory website as we do not charge for any calculation or results produced here. The website do not guarantees any returns or financial goal success by any means.