Built on 18+ Years of Research, Knowledge and Personal Attention.
In a marketplace dominated by automated robo-advisors and sales-driven bank counters, Anand Financial Services offers what truly matters: seasoned, independent advisory anchored in long-term relationships.
The Six Pillars of the AFS Advantage
How we structure an exceptional wealth management experience for every client relationship.
18+ Years of Market Experience
Navigating the 2008 global financial crisis, 2020 pandemic volatility, major monetary policy shifts, and bull cycles with steady composure and disciplined rebalancing.
Personalized Recommendations
Zero cookie-cutter solutions. We take the time to deeply analyze your cash flows, liabilities, family priorities, and risk appetite before recommending any asset allocation.
Research & Knowledge-Driven
Rigorous qualitative and quantitative fund screening. We examine downside protection, rolling return consistency, and manager track records rather than marketing hype.
Comprehensive Financial Solutions
A seamless single relationship covering Mutual Funds, PMS, Term Insurance, Health Insurance / Mediclaim, and holistic multi-decade retirement planning.
Multi-Decade Relationships
We don’t treat clients as transactions. Our client relationships span decades, providing consistent guidance as your family and business milestones evolve.
HNI & Corporate Expertise
Specialized proficiency structuring business treasury cash surpluses, keyman risk mitigation, MWP Act asset shielding, and private equity / PMS allocations.
Committed to Ongoing Professional Excellence.
In a dynamic financial environment, continuous learning and credentialing are vital to delivering institutional-quality advice.
Professional advisory credential held by founder Anand Gupta.
Professional wealth advisory and financial planning credential held by founder Anand Gupta.
Our Promise to Every Client
- ✓ Direct access to founder Anand Gupta for critical decisions.
- ✓ Complete transparency on all investment vehicles and structures.
- ✓ Zero speculative tips or high-risk trading advice.
- ✓ Disciplined annual rebalancing and review meetings.