AMFI-Registered Mutual Fund Distributor

Welcome To Thoolsons Financial Services Pvt. Ltd.

Thoolsons Financial Services Private Limited established in 2021 with a vision to create happy investors. Money is such an important part of everybody’s life, yet nobody is ever taught how to manage their finance effectively. So it's surprising that money worries are one of the biggest causes of stress. We are here to help people feel calmer and have more control and confidence about any financial decision they make.

Our Services & Products

01

Financial Planning

02

Goal Based Planning

03

Insurance Planning

04

Tax Planning

05

Mutual Funds

06

Life Insurance

07

Health Insurance

08

PMS

Why Choose Us

Thoolsons Financial Services private limited brings along a deep understanding of various investment products and
over 2 years of rich experience in advising about investing money

Goal Based Investing

Investment approach based on Goal Planning & Monitoring

Risk Profiling

Investment based on your Risk Profiling.

Trust Worthy

“Client first” is our managing mantra

Safe and Secure

No actions on your portfolio will be taken without your consent and authorization.

Family Accounts

Onboard your family and manage their investments at one place.

Quick and Easy to Use

Our advance technology platform offers ease of transaction

One Stop Solution

All your investments and Insurance under one roof.

Transparency

Keeping client 100% involved in investment process.

GIVE SHAPE TO YOUR INVESTMENTS....

Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.

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