About CFS
Core Financial Solution (CFS) is committed to providing independent and unbiased financial advice, keeping your interest at the forefront. At CFS, your financial issues are addressed, evaluated, implemented and monitored, all under one roof in a comprehensive, disciplined and coordinated way.
The Journey of CFS..
Core financial services started in the year 2015 with the vision of providing a one stop financial solution to the client at one place. The vision of the company is to be amongst the” leader in financial consulting business” with emphasis on financial planning we want to become a solution oriented company.
Every one of us who is working want to earn well and give a comfortable life to our family and that is the reason we plan to save. Savings for retirement, saving for your children future for their marriage, saving for holidays, wealth creation and many other goals but few of us knows that what is the exact amount of investment one need to do may be monthly or yearly to achieve all these financial goals and lead a stress-free life.
To achieve these goals, we search for investment option available in the market but what to pick out of so many options is very tricky. It has been seen that people follow herd mentality and in most of such cases the outcome of such investment is not good and we regret at later point of time.
We decided to address the same by following the complete process of financial planning:
- Performing the psychometric test to understand your risk appetite.
- Understanding your needs and goals.
- Reviewing your existing investments.
- Providing with customized recommendation
- Monitoring and reviewing the portfolio on regular intervals.
Not just this our team has an expertise in the subjects of taxation and project finance as they are Ex bankers and Chartered Accountant thus making sure we even take care of your smallest financial decision.
Meet Our TeamOur Experts
Hemant Sharma
Associate
Hemant is an Engineer and Management graduate from IBS Mumbai. He is also CFP ( certified financial planner) from Financial planning and standard board of India.
Prior to staring his own venture CORE FINANCIAL SERVICES, Hemant has worked with Banks like ICICI Bank Ltd as wealth Manager for nearly 3.5 years and with Axis Bank for nearly a year. During the working tenure he has equipped himself with skills of financial planning, wealth management, portfolio management and learned a lot in aspects of client relationship and client servicing.
The idea of CFS has been conceptualized by Hemant as” one stop financial Solution under one roof “and he believes that with the help of proper financial planning and unbiased quality advice we can bring a very important change in individual life.
Aditi Sharma
Associate
Aditi is a fellow member of the Institute of Chartered Accountants of India. She has over 9 years of experience and gained extensive knowledge working as an internal auditors for companies, governmental PSUs. In her previous experience, Aditi has led bank branch audits for PNB and is well positioned to lead government assignments, bank audits, stock audits, statutory audits etc. Aditi is based out of Jaipur.
Aditya Dadheech
Associate
Aditya is an associate member of the Institute of Chartered Accountants of India have over 7 years of professional experience in the field of corporate & international taxation, business advisory and auditing. He has gained immense knowledge in tax advisory and compliance, FEMA matters, financial accounting and capital structuring.
Ruksar Ansari
Operations Head
Ruksar is experienced in portfolio management and financial planning providing financial support to the clients, prepare financial plans and check their accuracy, respond to prospective customer queries about financial planning accounting and bookkeeping, financial MIS & admin and income tax return filings.
Yamini Singh
Customer Relationship Manager
An experienced Relationship Manager in Insurance & finance sector having solid understanding of policies and products, be able to provide mentorship, excellent interpersonal skills and helps in contributing to meeting sales targets, keeping up-to-date with industry developments & solve customer queries.
Swati Sharma
Customer Relationship Manager
Swati is experienced in statutory audits, income tax audits, GST audits, income tax & GST compliance, TDS returns and accounting advisory.
Dileep Singh Tanwar
Operation Manager
Dilip is experienced in evaluating credit worthiness by processing loan applications and documentation within specified limits, determining all applicable ratios and metrics and set up debt payment plans, interviewing applicants to determine financial eligibility and feasibility of granting loans.
Vidushi Bhandari
Customer Relationship Manager
Vidushi is responsible for handling day to day operations, customer queries and management of clients prior to this she was working with IndusInd Bank as Teller Operations Department Completed her summer internship with Coca Cola Pvt Ltd.
Rohit Verma
Assistant Manager
Rohit is experienced in Accounting, Statutory Audits, Tax Audits, Internal Audits, Stock Audits, Import & Export Documentation, Direct & Indirect Tax Compliance. He has successfully Handled Many Assignment for Industries such as Hospitality, Pharmaceutical, FMCG, Real Estate, Automotive, Entertainment, Hotels & Restaurants, Garments, Gems & Jewellery and Handicraft.
Manmohan Swami
Business Development Officer
Manmohan Das Swami is an experienced sales officer having solid understanding of direct/indirect lending products and practices and developing referral networks, suggesting alternate channels and cross-sell products and services to accomplish quotas. He has the capability of evaluating credit worthiness by processing loan applications and documentation within specified limits along with keeping a healthy customer relationship.
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