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ABOUT US

We are a Team Of Qualified Professionals. Well Established Wealth Management
(Investment / Insurance / PMS) firm since 2008.

Our Vision:
Wealth Creation & Protection Of Our Clients

Our Mission:
Providing Client Centric Solutions by using latest modes of financial planning.

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OUR MOTTO


CLIENT FIRST ALWAYS !!!

At our company, we strive to provide our clients with quality investment options
that align with their financial goals. We believe in transparency and open
communication, keeping our clients informed about their investments and any
changes to their portfolios. We maintain a rigorous investment selection
process, utilizing our team's expertise and research to identify top-performing
assets.

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MUTUAL FUND

Mutual Fund is a link between the capital market and the Investors that invests
with the aims to provide the benefit of professional management and
diversification to ordinary investors.

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DEMAT ACCOUNTS

Demat account provides a digitally secure and convenient way of holding shares
and securities. It eliminates theft, forgery, loss and damage of physical
certificates.

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LIFE INSURANCE

Life Insurance secures your life from financial losses, which occurred due to
the unexpected death of the insurer.

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HEALTH INSURANCE

It covers expense of hospitalization due to illness or accident. It can protect
your family from financial hardship.

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HEALTH INSURANCE

It covers expense of hospitalization due to illness or accident. It can protect
your family from financial hardship.

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GENERAL INSURANCE

General insurance covers home, travel, vehicle etc from fire, floods, accidents,
man-made disasters and theft. A general insurance policy pays for the losses
that are incurred by the insured during the period of the policy.

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LOAN AGAINST SECURITIES

Loan against Securities helps customers avail a quick loan against the
securities that they hold by merely pledging and not selling them.

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BECOME RICH

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eget dolor. Vivamus elementum semper nisi. Aenean vulputate eleifend tellus.

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GIVE SHAPE TO YOUR INVESTMENTS




SIP CALCULATOR

Plan your investments, calculate your SIP with ease.

Calculate Now


LUMPSUM CALCULATOR

Make smart investment decisions with our lumpsum calculator.

Calculate Now


RETIREMENT CALCULATOR

Secure your retirement with our reliable calculator.

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EDUCATION CALCULATOR

Invest in your child's future with our education calculator.

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WEDDING CALCULATOR

Plan the perfect wedding without breaking the bank, use our calculator today.

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DREAM VACATION CALCULATOR

Turn your dream vacation into reality with our customized calculator.

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OUR FACTS

15

Year Completed

2500

Happy Clients

5

Employees

50+

Awards Won

HAPPY WITH CUSTOMERS & CLIENTS

We've been helping businesses to do their best since 2003. If you need any
solution we are available for you. Feel free to connect with us any time.

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Previous

AMMIT BHATTA

Ludhiana

Mr Mohinderjit (client first) has helped me to establish a sound financial plan
that is tailored to our specific goals and objectives. He continuously keeps
up-to-date on how we are tracking towards our plan and makes consultative
suggestions when needed.With his support and expertise, I am confident in my
family's financial future. Thanks to Client first



MR. DARVINDER SINGH

LUDHIANA

THANKS A LOT FOR THE RIGHT DIRECTION TO ACHIEVE MY LIFE GOALS THROUGH MUTUAL
FUND AND PROTECTION PLANS. MOREOVER, THEY ALSO HELPED ME FROM PERSONAL LOAN
TRAP.



MR. BALJINDER SINGH

PUNJAB

I GOT EXCELLENT SERVICES FROM CLIENT FIRST AS I TRAPPED IN HOUSE LOAN DEBT.
THEN, THEY ASSISTED ME TO THE RIGHT PATH OF GOAL ACHIEVEMENTS (OWN HOME,
CHILDREN EDUCATION AND RETIREMENT FUNDS) THROUGH MUTUAL FUNDS.



MR. HARLOVLEEN SINGH

LUDHIANA

HELPED ME TO ACHIEVE MY GOALS I.E. MARRIAGE EXPENSES, HONEYMOON TOUR BEFORE
MARRIAGE AND AFTER MARRIAGE SAVINGS FOR CHILDREN'S EDUCATION AND MY RETIREMENT.
THANKS A LOT



MR. KULDEEP ATTRY

DHOLEWAL

I GOT SCAMMED IN THE NAME OF MOBILE TOWER OFFER ON MY SITE BY FRAUDSTERS. DUE TO
THIS SCAM, I WAS IN DEEP FINANCIAL CRISIS. LATER ON, WITH THE ASSISTANCE OF
CLIENT FIRST FINSERV, I GOT MY MONEY BACK RS.2,60,000/-FROM SCAMMERS. LOTS OF
BLESSING FOR HELPING ME.



RAJIV SACHAR

THANKS FOR HELPING ME TO ACHIEVING THE ROAD MAP OF MY FINANCIAL GOALS FROM LAST
12 YEARS. I AM INVESTING THROUGH THEM AND ACHIEVED MY FIRST MILESTONE TO BECOME
A CROREPATI.



COL. NAR BAHADUR THAPA

EXCELLENT SERVICES TO GET BACK MY REFUND FROM MAX LIFE INSURANCE THAT WAS
MIS-SOLD TO ME. NOW I AM INVESTING IN MY MUTUAL FUNDS THROUGH CLIENT FIRST
FINSERV FROM LAST 10 YRS. AND NEAR TO MY GOAL ACHIEVEMENT OF LONG TERM IN NEXT 5
YRS.



RAHUL SHARMA

Student

They helped me to understand the basics of managing money, and I'm confident in
my budget and investing choices. You're a wonderful advisor! Thank you for
providing detailed information about the stocks and mutual fund I'm interested
in. You've helped me greatly, and I appreciate your help in understanding the
stock market and mutual fund .While I am thankful to be your youngest investor ,
I also learn new things every time we are together.



MR. ASHOK KUMAR DUBEY

Lucknow

I have started my SIP Journey 2014 with the help of my financial advisor Mr
Mohinder Jeet Singh ( Client First ) Now, I am financially free and resigned
from job. Currently in the club of crorepati. My simple message - Don't panic
with the market fluctuations strict with your goal and aim.



MR. BK MISHRA

Orissa

Association with Client First, specially with Sh. Mohinderjeet Singh, started
with them for my financial stability. He knows where to invest, how much to
invest, time period of investment linked to goal.Though I am miles away @
Rourkela from him but He is not only my Financial adviser but also a good
friend.



BALJINDER SINGH

Amritsar

The investment journey with Mr Mohinderjeet Singh (Client First) has been
phenomenal so far. His personal attention to the customer requirements is
applause worthy.



AMMIT BHATTA

Ludhiana

Mr Mohinderjit (client first) has helped me to establish a sound financial plan
that is tailored to our specific goals and objectives. He continuously keeps
up-to-date on how we are tracking towards our plan and makes consultative
suggestions when needed.With his support and expertise, I am confident in my
family's financial future. Thanks to Client first



MR. DARVINDER SINGH

LUDHIANA

THANKS A LOT FOR THE RIGHT DIRECTION TO ACHIEVE MY LIFE GOALS THROUGH MUTUAL
FUND AND PROTECTION PLANS. MOREOVER, THEY ALSO HELPED ME FROM PERSONAL LOAN
TRAP.



MR. BALJINDER SINGH

PUNJAB

I GOT EXCELLENT SERVICES FROM CLIENT FIRST AS I TRAPPED IN HOUSE LOAN DEBT.
THEN, THEY ASSISTED ME TO THE RIGHT PATH OF GOAL ACHIEVEMENTS (OWN HOME,
CHILDREN EDUCATION AND RETIREMENT FUNDS) THROUGH MUTUAL FUNDS.



MR. HARLOVLEEN SINGH

LUDHIANA

HELPED ME TO ACHIEVE MY GOALS I.E. MARRIAGE EXPENSES, HONEYMOON TOUR BEFORE
MARRIAGE AND AFTER MARRIAGE SAVINGS FOR CHILDREN'S EDUCATION AND MY RETIREMENT.
THANKS A LOT



MR. KULDEEP ATTRY

DHOLEWAL

I GOT SCAMMED IN THE NAME OF MOBILE TOWER OFFER ON MY SITE BY FRAUDSTERS. DUE TO
THIS SCAM, I WAS IN DEEP FINANCIAL CRISIS. LATER ON, WITH THE ASSISTANCE OF
CLIENT FIRST FINSERV, I GOT MY MONEY BACK RS.2,60,000/-FROM SCAMMERS. LOTS OF
BLESSING FOR HELPING ME.



RAJIV SACHAR

THANKS FOR HELPING ME TO ACHIEVING THE ROAD MAP OF MY FINANCIAL GOALS FROM LAST
12 YEARS. I AM INVESTING THROUGH THEM AND ACHIEVED MY FIRST MILESTONE TO BECOME
A CROREPATI.



COL. NAR BAHADUR THAPA

EXCELLENT SERVICES TO GET BACK MY REFUND FROM MAX LIFE INSURANCE THAT WAS
MIS-SOLD TO ME. NOW I AM INVESTING IN MY MUTUAL FUNDS THROUGH CLIENT FIRST
FINSERV FROM LAST 10 YRS. AND NEAR TO MY GOAL ACHIEVEMENT OF LONG TERM IN NEXT 5
YRS.



RAHUL SHARMA

Student

They helped me to understand the basics of managing money, and I'm confident in
my budget and investing choices. You're a wonderful advisor! Thank you for
providing detailed information about the stocks and mutual fund I'm interested
in. You've helped me greatly, and I appreciate your help in understanding the
stock market and mutual fund .While I am thankful to be your youngest investor ,
I also learn new things every time we are together.



MR. ASHOK KUMAR DUBEY

Lucknow

I have started my SIP Journey 2014 with the help of my financial advisor Mr
Mohinder Jeet Singh ( Client First ) Now, I am financially free and resigned
from job. Currently in the club of crorepati. My simple message - Don't panic
with the market fluctuations strict with your goal and aim.



MR. BK MISHRA

Orissa

Association with Client First, specially with Sh. Mohinderjeet Singh, started
with them for my financial stability. He knows where to invest, how much to
invest, time period of investment linked to goal.Though I am miles away @
Rourkela from him but He is not only my Financial adviser but also a good
friend.



BALJINDER SINGH

Amritsar

The investment journey with Mr Mohinderjeet Singh (Client First) has been
phenomenal so far. His personal attention to the customer requirements is
applause worthy.



AMMIT BHATTA

Ludhiana

Mr Mohinderjit (client first) has helped me to establish a sound financial plan
that is tailored to our specific goals and objectives. He continuously keeps
up-to-date on how we are tracking towards our plan and makes consultative
suggestions when needed.With his support and expertise, I am confident in my
family's financial future. Thanks to Client first


Next


ASSOCIATED WITH







ABOUT US



We are a Team Of Qualified Professionals. Well Established Wealth Management
(Investment / Insurance / PMS) firm since 2008.

PRODUCTS


 * Mutual Fund
 * Demat Accounts
 * Life Insurance
 * Health Insurance
 * General Insurance
 * Loan Against Securities
 * Privacy Policy

CONTACT US



+91 9855578767

admin@clientfirstfinserv.com

505, 5th Floor, SCO-18, Feroze Gandhi Market, Nr. SBI Bank, Ludhiana, Punjab,
India

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