Services
We provide expert guidance and tailored solutions to help you invest, manage, and expand your wealth to achieve your financial goals.
01
Investment Services
We offer end-to-end investment solutions across mutual funds, SIPs, SWPs, NFOs and more, tailored to your financial goals. Our expert guidance ensures disciplined wealth creation, smart diversification, and long-term financial security.
02
Insurance Services
We provide comprehensive insurance solutions across life, health, accident and other essential covers to safeguard you and your family from unforeseen risks. Our advisory helps you choose the right protection plan for long-term security, while our end-to-end claim settlement support ensures a smooth and hassle-free experience.
03
Retirement, Estate & Wealth Management Services
We offer end-to-end financial planning solutions, including retirement planning, will and estate planning, and comprehensive wealth management. Our expert guidance helps you build a secure retirement corpus, protect and document your assets for seamless succession, and grow your overall wealth through strategic, personalised financial planning.
Facts and Figures
We’re good with numbers
22+
Years of Experience
25+
Qualified Experts
AUM - 100 cr+
Elite
National & International Partners
About Us
At Sethia Financial Services, we know that money is more than just numbers, it is about your dreams, the future of your family, and the life that you are building. For years, we have had the privilege of walking alongside our clients on their financial journeys, offering not just services, but real support, honest advice, and peace of mind.
From first-time investors to seasoned planners, we offer something for everyone, whether it is choosing the right health insurance, planning for retirement, getting help with a claim, or exploring alternative investments. Our services are designed to be thoughtful, personal, and easy to understand, because we know finances can sometimes feel complex and overwhelming.
Testimonials
What our clients say
A fantastic firm! Great customer support from beginning to end of the process. The team are really informed and go the extra mile at every stage. I would recommend them unreservedly.
Pragya Sharma
Mr. Aparatim is extremely reachable, patient, and always willing to explain every detail. His calm guidance and clarity make financial decisions much easier and stress-free.
Tarini Lodha
Really grateful for the way you managed the insurance claim from start to finish.
Harsh Agrawal