Mega Financial Services LLP
Since 1985 · Rajkot · Global Reach
Building Blocks
of Your
Financial Life.
Every great financial life is built one block at a time: investment, protection, legacy, and everything between. We lay each one, with you.
WHAT WE OFFER
Money has many parts.
We handle them all.
Every financial journey is different, and so is every aspiration. To each, we bring the right mix of mutual funds, fixed income instruments, insurance, private equity, and alternative investments so your money works for the life you're building, not the other way around.
Investments & Wealth
Mutual Funds
EQUITY · DEBT · HYBRID
Professionally managed portfolios: SIP, lumpsum and goal-based investing for every risk profile.
Specialized Inv. Fund
SIF: HNI STRUCTURES
High-conviction, theme-based opportunities designed for sophisticated investors seeking focused strategies.
Alternate Inv. Fund
AIF: CAT I, II & III
Access private equity, real estate and hedge fund strategies beyond conventional markets.
Portfolio Management
PMS: DISCRETIONARY
Bespoke equity portfolios with dedicated relationship management and regular strategic reviews.
Startup & Private Eq.
EARLY-STAGE TO GROWTH
Direct startup investing and PE fund access. Be in before the crowd discovers the story.
Pre-IPO & Unlisted
BEFORE THE MARKET KNOWS
Curated unlisted and pre-IPO opportunities identified before public markets price them in.
Bonds & Debentures
FIXED INCOME & NCDs
Government bonds, corporate debentures and structured fixed-income products for stability.
Market Linked Deb.
INDEX-LINKED STRUCTURES
Index-linked principal structures: market participation with defined outcome exposure.
*Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing. Insurance is the subject matter of solicitation. Alternative investments carry higher risk and are suitable for sophisticated investors only.
THE TEAM
Guided by
decades.
Our leadership has navigated every market cycle for over four decades. Certified, seasoned, and deeply committed, our team treats your wealth as if it were their own.
40+
Years of experience
Led by CFA & CFP certified professionals
25+
Countries worldwide
Clients across 6 continents
All
States of India
Truly pan-India reach
Credentials That Speak
CFA®
Chartered Financial Analyst
The global gold standard for investment management and financial analysis.
01CFP®
Certified Financial Planner
Comprehensive expertise across personal finance, retirement and estate planning.
021985
Four decades of practice
Working with families and businesses across cycles, regulations, and generations.
03Global Footprint
Where your world is,
we are there.
25+
Countries
India
All States
NRI
Dedicated Desk
START WITH WHO YOU ARE
Before the plan,
discover your profile.
Ten honest questions. A personalised PDF report. Available in English, Hindi & Gujarati. Completely free, no obligation.
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing. Insurance is the subject matter of solicitation. Past performance is not indicative of future results.