About Us

SRS Finserv is a Wealth Management and Financial Advisory of Mutual Funds & Insurance. SRS Finserv has been making inroads in the wealth management and financial services world for last 6 years. Our work has demonstrated significant achievement and garnered lasting results for our clients. SRS Finserv offers a wide array of products and services, including integrated Financial Planning, Wealth Management, Tax Consulting Services, and Insurance & Mutual Fund. Our aim is to provide independent, high quality and customized Services to our clients. Maximizing Wealth is the first and foremost motive of us.

Our services are individually designed to meet clients needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios and offer a comprehensive selection of investment alternatives that will suit their financial goals.

Mutual Funds

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors. On the negative side, investors in a mutual fund must pay various fees and expenses.
Primary structures of mutual funds include open-end funds, unit investment trusts, and closed-end funds. Exchange-traded funds (ETFs) are open-end funds or unit investment trusts that trade on an exchange. Mutual funds are also classified by their principal investments as money market funds, bond or fixed-income funds, stock or equity funds, hybrid funds or other. Funds may also be categorized as index funds, which are passively managed funds that match the performance of an index or actively managed funds. Hedge funds are not mutual funds; hedge funds cannot be sold to the general public and are subject to different government regulations