ABOUT CROESUS FINSERV

Clarity for every financial decision.

CROESUS FINSERV helps individuals and families improve their understanding of personal finance—from financial goals, emergency preparedness and disciplined investing to retirement and child-education needs. Our principal activity is goal-based mutual fund distribution and ongoing investor support. We help investors understand mutual fund choices, associated risks and suitable investment approaches based on their stated goals and risk profile.

ABOUT CROESUS FINSERV

Understand your money | Invest with purpose

Established in 2023, CROESUS FINSERV is an AMFI-registered Mutual Fund Distributor based in Kolkata, helping individuals, families and professionals make informed, goal-led investment decisions with greater clarity and confidence.

We believe investing should be understandable—not overwhelming. That is why every conversation begins with you: your financial goals, current circumstances, investment experience, time horizon and comfort with risk. We then help you understand suitable mutual fund categories and available financial solutions, along with their key features, costs and associated risks.

We do not begin with a product. We begin with your purpose.

OUR APPROACH

Education before execution

We explain financial concepts and product features in clear, everyday language so that you can make informed decisions. Before facilitating a mutual fund investment, we seek to understand your needs and help you assess whether the product is suitable for your goals and risk profile.

Goal-led investing

Whether you are planning for your child’s education, retirement, a home, financial independence or long-term wealth creation, we help you organise your investments around defined goals and realistic time horizons.

Transparent distribution support

We clearly identify our role as a Mutual Fund Distributor, explain relevant risks and provide the applicable scheme information made available by Asset Management Companies. Mutual fund investments facilitated through us are in Regular Plans, under which CROESUS FINSERV may receive commission from the concerned Asset Management Company.

Ongoing investor service

Our relationship does not end after a transaction. We assist with documentation, transaction support, periodic portfolio information and servicing requirements, while keeping you informed about relevant developments shared by fund houses.

WHO WE SERVE

We work with:

Individuals and families
Salaried professionals and business owners
Non-Resident Indians (NRIs)
High-net-worth individuals
Corporate and institutional investors

Each investor is different. Our process is therefore personalised to the investor’s stated goals, circumstances, investment experience and risk profile.

OUR SERVICES

Mutual fund distribution and investor support are at the core of our work. Depending on client requirements, product availability and applicable registrations or authorised arrangements, our wider financial-services offering may also include the National Pension System (NPS), insurance, bonds, corporate fixed deposits, GIFT City investment solutions and loans against mutual funds.

The availability and suitability of any product are considered separately. No product is presented as suitable for every investor, and no return from a market-linked investment is assured or guaranteed.

WHY CROESUS FINSERV?

Clear explanations without unnecessary complexity
A disciplined, goal-led process
Attention to suitability and risk
Transparent communication about our role and compensation
Responsive support throughout the investment journey
A long-term relationship built on fairness, integrity and trust

OUR COMMITMENT

Our objective is simple: to help you understand your choices, invest with discipline and remain focused on the goals that matter to you.

Let us bring greater clarity and purpose to your investment journey.

Registered Address

1st Floor, 137/1, Agapur, New Barrackpur, Kolkata-700131, West Bengal