About Sridha FinServe

Built on Trust.
Driven by Results.

A Surat-born financial advisory firm dedicated to simplifying insurance and investments for every Indian family.

Professional financial advisor Surat
Rahul - Founder Sridha FinServe
5+ Years of Trust
Our Story

Started with a Simple
Promise to Surat

In 2019, Rahul founded Sridha FinServe with one mission: give every Surat family the kind of financial guidance previously reserved for the wealthy.

Growing up in Surat's vibrant business community, Rahul saw families lose savings to wrong insurance products, miss life goals due to poor investment choices, and struggle with claim rejections. He decided to change that — one client at a time.

Today, 500+ families trust Sridha FinServe for everything from health insurance to retirement planning. Our 4.9/5 rating reflects not just expertise, but genuine care for every client's financial wellbeing.

"I don't sell insurance products. I help families sleep better at night knowing they're protected."

— Rahul, Founder & Principal Advisor

Our Numbers

5 Years of Protecting
Surat Families

500+Families Served
₹10Cr+Assets Under Advisory
98%Claim Settlement Rate
4.9★Average Client Rating
Certifications & Registrations

Fully Regulated.
Completely Trustworthy.

Every financial advisor in India must be registered. We hold all the required credentials — so you always work with a certified professional.

  • IRDAI Registration — Insurance Regulatory and Development Authority of India
  • AMFI Registration — Association of Mutual Funds in India (ARN Holder)
  • NISM Certified — National Institute of Securities Markets Certification
  • POSP Trained — Point of Sales Person certification for all insurance categories
Professional certifications documents
Our Values

What We Stand For

Client First, Always

Every recommendation is made with your best interest in mind — not our commission. We're on your side.

Radical Transparency

You'll know exactly what you're paying, what's covered, and what's not. No hidden charges. No misleading fine print.

Long-term Relationships

We're not interested in one-time sales. We want to be your family's financial advisor for the next 25 years.

Education Before Action

We educate you about your options before recommending anything. An informed client makes the best decisions.

Claim Support Champion

When you need to claim, we become your strongest advocate. We've never left a client to fight alone.

Continuous Learning

Financial regulations and products evolve constantly. We stay updated so you always get the latest, best advice.

Insurer Partners

Empanelled with India's
Best Insurance Companies

We compare across 20+ insurers to find you the best policy — not the one that pays us the most.

HDFC Ergo
ICICI Lombard
Star Health
Bajaj Allianz
Tata AIG
HDFC Life
Niva Bupa
Care Health
SBI Life
Reliance General
Future Generali
Kotak Life
Work With Us