About Quber Finserve

Empowering financial success through expert guidance, innovative solutions, and unwavering commitment to our clients' prosperity.

Don't Delay - Invest Today - Enjoy Tomorrow.

Our Story

Founded with a vision to democratize financial advisory services, Quber Finserve has been at the forefront of helping individuals and families achieve their financial dreams since our establishment.

We believe that everyone deserves access to professional financial guidance, regardless of their background or current financial situation. Our journey began with a simple yet powerful mission: to make financial planning accessible, understandable, and effective for all.

Over the years, we've built a reputation for excellence, integrity, and results. Our team of certified financial advisors combines decades of experience with cutting-edge financial strategies to deliver outcomes that exceed expectations.

Our Mission

Our mission is to empower individuals and families from all backgrounds to make confident, informed financial decisions at every stage of life—helping them build stability, security, and lasting prosperity.

Our Vision

We envision a world where people make informed, thoughtful, and beneficial financial decisions that are aligned with their values so that they can enjoy better, more secure, and more satisfying lives.

Our Values

  • Integrity in all our dealings
  • Excellence in service delivery
  • Innovation in financial solutions
  • Client-centric approach
  • Transparency and trust

Our Approach

We follow a systematic, client-focused methodology that ensures comprehensive financial planning and optimal outcomes

1

Discovery

We begin by understanding your current financial situation, goals, and aspirations through detailed consultations.

2

Analysis

Our experts analyze your financial data to identify opportunities, risks, and areas for improvement.

3

Strategy

We develop a customized financial strategy tailored to your unique circumstances and objectives.

4

Implementation

We guide you through the implementation process and provide ongoing support to ensure success.

Meet Our Team

Our experienced professionals are dedicated to helping you achieve your financial goals

JS

John Smith

Chief Financial Advisor

15+ years of experience in investment planning and wealth management. Certified Financial Planner with expertise in retirement planning.

MJ

Maria Johnson

Senior Tax Advisor

12+ years specializing in tax planning and compliance. Expert in helping clients minimize tax burden while maximizing savings.

DW

David Wilson

Loan & Debt Specialist

10+ years in loan advisory and debt management. Helps clients find optimal loan solutions and manage debt effectively.

Credentials & Certifications

Our team holds industry-recognized certifications and maintains the highest standards of professional excellence

Professional Certifications

  • National Institute Of Security Markets Series V-A(NISM)
  • Chartered Financial Analyst (CFA)
  • Certified Public Accountant (CPA)
  • Chartered Wealth Manager (CWM)
  • Registered Investment Advisor (RIA)
  • Insurance Regulatory Authority (IRA) Licensed

Industry Memberships

  • Financial Planning Association (FPA)
  • National Association of Personal Financial Advisors (NAPFA)
  • Investment Adviser Association (IAA)
  • Certified Financial Planner Board of Standards
  • Securities and Exchange Board of India (SEBI)
  • Association of Mutual Funds in India (AMFI)

Our Impact

Numbers that reflect our commitment to client success

500+

Happy Clients

Satisfied clients who trust us with their financial future

₹50Cr+

Assets Managed

Total assets under our advisory and management

15+

Years Experience

Combined experience of our advisory team

98%

Client Satisfaction

Client satisfaction rate based on our surveys

Ready to Work With Us?

Let's discuss how we can help you achieve your financial goals with our expert guidance and personalized approach.

Our Partners

Our Partners