About Client First FinServ
Client First FinServ is a Financial Services company based in Ludhiana (India) founded in 2003. It provides wealth management, investments, insurance, and financial planning for clients. It operates on a B2C and D2C model. Its Indian entity Client First Finserv Private Limited reported revenue of ₹32.9 Lakh. Client First FinServ offers products and services including Mutual Fund Services, Demat Accounts, Life Insurance, Health Insurance, and General Insurance. Its focus areas include FinTech, Wealth Management, Investment Services and Mutual Funds. Similar companies include UTI Mutual Fund, 360 One and Avendus; 2 of its 3 listed similar companies have raised funding.
Company details
Client First FinServ is a wealth management firm established in 2008, offering professional services in mutual funds, demat accounts, life insurance, health insurance, general insurance, and loans against securities. They focus on client-centric financial planning, using expert advice and transparency to help individuals achieve goals like wealth creation and protection. Based in Ludhiana, India, they serve clients through personalized solutions and maintain open communication on investments.
- Headquarters Ludhiana, India
- SectorsFinancial Services
- Phone•••• ••••
- Website clientfirstfinserv.com
- Social X Facebook YouTube
- Legal Name Client First Finserv Private Limited
- Date of Incorporation 29 Jun, 2023
- Jurisdiction Ludhiana, Punjab, India
- Annual Revenue₹32.9 Lakh
FY 2025 · +123% YoY
- Net Profit₹1.5 Lakh
FY 2025 · 4% margin
- EBITDA₹2.6 Lakh
FY 2025 · 8% margin
Associated legal entities of Client First FinServ
Client First FinServ operates through Client First Finserv Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Client First Finserv Private Limited CIN U66190PB2023PTC058933 | Active | 29 Jun 2023 | Ludhiana, Punjab | ₹0.3 Cr | 2 | View details |
Products & Services of Client First FinServ
Client First FinServ offers a comprehensive portfolio of products and services, including Mutual Fund Services, Demat Accounts, Life Insurance, Health Insurance, and General Insurance.
Offers professional management and diversification for investor portfolios
Provides secure digital storage for shares and securities
Secures financial losses from unexpected death of policyholders
Covers hospitalization expenses due to illness or accidents
Protects against losses from fire, floods, accidents, and theft
Allows quick loans by pledging securities without selling them
Apps and channels of Client First FinServ
its YouTube channel Client First Financial Services - Life Insurance and Mutual Fund Agents in Ludhiana has 2 subscribers and 13 videos.
Videos from Client First FinServ
The most watched videos on Client First FinServ's YouTube channel, Client First Financial Services - Life Insurance and Mutual Fund Agents in Ludhiana (2 subscribers). Click a video to play it here.
More on Client First Financial Services - Life Insurance and Mutual Fund Agents in Ludhiana.
Board of directors of Client First Finserv Private Limited (Client First FinServ)
Client First Finserv Private Limited is the primary company behind Client First FinServ. The board of Client First Finserv Private Limited currently have 2 directors; the longest-serving is Mohinder Jeet Singh, appointed in 2023.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Mohinder Jeet Singh DIN 10219577 | Director | 29 Jun 2023 | 3 yrs 3 mo | Client First Finserv Private Limited |
| Jaswinder Kaur DIN 10219576 | Director | 29 Jun 2023 | 3 yrs 3 mo | Client First Finserv Private Limited |
Financials of Client First FinServ
Figures of Client First Finserv Private Limited, the primary company behind Client First FinServ, for FY 2025. Revenue was ₹32.9 Lakh (+123% year on year). Net profit was ₹1.5 Lakh (4% margin). EBITDA was ₹2.6 Lakh (8% margin).
- ₹32.9 LakhRevenue · FY 2025 · +123% YoY
- ₹1.5 LakhNet profit · 4% margin
- ₹2.6 LakhEBITDA · 8% margin
- ₹1 LakhPaid-up capital
Balance sheet, profit and loss, cash flow and ratios of Client First Finserv Private Limited are on its company page.
Detailed financial statements for Client First FinServ
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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- Financial ratios
- Five-year trends
- Downloads
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Similar companies to Client First FinServ
Client First FinServ has 3 listed similar companies in our database, 2 of them funded. They include UTI Mutual Fund, 360 One and Avendus.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. | ||
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. |
Detailed similar companies of Client First FinServ
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- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Client First FinServ (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | USD 71.52 M | 2,690 | ||
Technology-led financial products and infrastructure services are provided for consumers. | 2021 | Mumbai, Maharashtra, India | USD 145.66 M | USD 1.98 M | 376 |
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Frequently Asked Questions about Client First FinServ
Client First FinServ was founded in 2003.
Client First FinServ is headquartered in Ludhiana, India. It is registered at Ludhiana, Punjab, India.
The primary company behind Client First FinServ, Client First Finserv Private Limited, reported revenue of ₹32.9 Lakh for FY 2025, up 123% year on year.
Client First FinServ is a wealth management firm established in 2008, offering professional services in mutual funds, demat accounts, life insurance, health insurance, general insurance, and loans against securities. They focus on client-centric financial planning, using expert advice and transparency to help individuals achieve goals like wealth creation and protection. Based in Ludhiana, India, they serve clients through personalized solutions and maintain open communication on investments.
Client First FinServ's top competitors include UTI Mutual Fund, Avendus and 360 One.
Client First FinServ offers Mutual Fund Services, Demat Accounts, Life Insurance, Health Insurance, and 2 more products and services.
Client First FinServ operates through Client First Finserv Private Limited.
The legal entities of Client First FinServ currently have 2 directors, including Mohinder Jeet Singh, Jaswinder Kaur.