About Us
Dates Finserve Pvt. Ltd.
We provided offline and online paperless services to our happy clients and also who has 20 years experience in financial Industry in distribution & financial products.
Welcome to Dates Finserve Pvt. Ltd.
About What We Do & How We Got Here
Dates Finserve is established in the year 2016,by Mr. Ashwani Agrawal, Who has 20 year’s experience in financial Industry in distribution & financial products. Our Founder & Director is Ashwani Agrawal , B.Sc., M.B.A. & has worked in one of the top assets management company (Mutual Fund).
The company has it’s business 6 verticals Mutual Fund, Corporate Fixed Deposit, National Pension Scheme (NPS), Life Insurance, Health Insurance, Bonds.
We offer offline and online paperless services to our clients for executing transactions, maintains their live Portfolio and provide them online Statements through our Dates Finserv Apps and website, we also provide them scheme wise Performance and CAGR/Absolute Return for their Portfolio, we also provide them Capital Gain statement as per requirement of Income Tax Department.
We are to proud to say that in very small time, We manged to a good market share & around 1000 satisfied clients across India & abroad and manage a good amount of gross AUM.
We are part of financial services Head Quartered in the Capital town of India, Delhi NCR.
Our Company Mission, Vision & Values
Our Mission
We provide our clients to achieve freedom to get all the available Financial products and get a healthy financial well-being for rest of their life.
Our Vision
To be the most trusted and leading provider of financial products and to provide best and prompt services to our investors.
Our Values
- Our Client’s financial success is our top priority.
- Integrity and honesty.
- We treat our investors with respect and provide them with numerous opportunities to learn and grow.
- Continuous innovation to improve our process and service quality.
Experts
Meet Our Team
Ashwani Agrawal
Managing Director
Sales & Marketing Head
Pawan Kumar
Manager
Social Media, Sales & Customer Service
Sachindra Kumar
Manager
IT Expert