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About Us

Cocentric Finserv is owned by Mr. Chaitanya Kelaiya, Mutual Fund distributor registered with AMFI, which had been providing similar services for over 5 years, to the satisfaction of its clients. We offers a wide array of products and services, including integrated financial planning, Wealth management, Tax Consulting services, Insurance & Mutual Fund. We serves over 1200 clients, high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized Services to Individuals. Maximizing Wealth is the first and foremost motive of us.

Our services are individually designed to meet clients needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios, and offer a comprehensive selection of investment alternatives that will suit their financial goals.

Our Vision

To build Cocentric Finserv as a trusted brand in the Financial Services.


Our Mission

To provide a wide range of products and services in the field of Financial Services Segment with a commitment to:

  • Highest standards of quality at reasonable cost.
  • Meeting the general and sophisticated financial goals of our clients.
  • Developing, encouraging and rewarding superior performance of our employees.