gaurik finserv, financial advisory firm, finance advice

Gaurik FinServ is a trusted financial planning and wealth advisory firm committed to helping individuals and families make smart, confident financial decisions. With over three decades of experience, we offer personalized, goal-oriented financial solutions that align with your life goals, risk profile, and investment capacity.

Gaurik finserv, financial advisors, finance
Gaurik finserv, financial advisors, finance
woman working on laptop, financial advisory firm, gaurik finserv
Gaurik finserv, financial advisors, finance

About Us

Based in Gurgaon, our team of experienced professionals brings deep domain expertise across investments, insurance, taxation, and retirement planning. At Gaurik FinServ, we believe in creating long-term relationships built on trust, transparency, and value-driven advice.

Our Partners

Our Clients, Gaurik finserv, hdfc, icici, muthooth finance, kotak bank, niva bhupa, hdfc life
Life goals, financial firm, finance, financial advise, gaurik finserv
Personalized Attention

No cookie-cutter advice. Every client receives customized financial planning.

We don’t just onboard you- we grow with you.

No hidden fees- No end moment changes. Every process is transparent and clear. 

We are not driven by commissions. Our recommendations are based on your best interest.

Paperless onboarding, real-time dashboards, and one-on-one consultations.

Client Testimonials

I was extremely conservative when it came to investments over 7 years ago. Mr Ankur has actually devoted his time to understand my needs and suggested based on my goal. Since the time he has planned my finances, I've been really benefited with his close monitoring and he keeps suggesting what,when and where to invest!! Thanks a lot and keep up the good work !
Anjali Mathur
It's hard to trust people, organizations with your hard earned money. Always! Such is the world. But Ankur at Gaurik FinServ changed that for us. Not only do we feel secure, we also know with confidence that he will make our money grow. Ankur has demonstrated this over time we've let him manage our portfolio. As salaried class, I highly recommend Gaurik FinServ under Ankur's honest and smart stewardship.
Trivikram Thakore
I had been hesitant of investing in mutual funds before I came in contact with Ankur. He took the time to explain every aspect of mutual funds to me and how investing would not only help me save taxes but also help my money grow over the years. Till date, it was the best investment decision I made. If you don't know much about investment and mutual funds, or if you are just hesitant in taking the first step, contact Ankur!
Siddharth Juneja

Who We Work With​

We serve a diverse clientle including: 

Salaried Professionals

High Net-Worth Individuals (HNIs)

Senior Citizens & Retirees

First-time Investor

Women Investors

Business Owners & Entrepreneurs

Past Events