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.
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 Services
We provide a wide range of financial services tailored to suit every stage of your life

Investment Advisory
Mutual Funds (SIP & Lump Sum), Goal-based Investing (Retirement, Child Education, etc.), Fixed Deposits & Debt Instruments

Insurance Planning
Term Insurance Advisory, Health Insurance Solutions (Family & Individual Plans), Critical Illness and Personal Accident Cover, ULIP

Tax & Retirement Planning
Tax-efficient investment strategies, Old vs New Tax Regime advisory, Retirement income strategies

Portfolio Review & Rebalancing
Periodic health check of your investments, Realignment based on changing market and life scenarios

Estate & Succession Planning
Customized Estate Planning Solutions, Succession Planning for Families & Businesses, Tax-efficient Wealth Transfer

General Support
General support services are designed to help you handle these essential formalities with ease, saving you time and effort
Personalized Attention
No cookie-cutter advice. Every client receives customized financial planning.
Lifetime Relationship
We don’t just onboard you- we grow with you.
Transparency & Trust
No hidden fees- No end moment changes. Every process is transparent and clear.
Unbiased Advice
We are not driven by commissions. Our recommendations are based on your best interest.
Digital + Human Touch
Paperless onboarding, real-time dashboards, and one-on-one consultations.
Client Testimonials
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



