OUR MAIN SERVICES
Appropriate and sufficient financing for a company is crucially important for its long-term success. We advise you in choosing the appropriate type of financing
Vision
Our vision is to set the standard of excellence & transparency between Shyam Financial Service and its clients, by simplifying the various financial services, being innovative, making them financially strong, providing the right coverage and claims assistance resulting in exceeding their expectations. We envision an India where every citizen has easy and affordable access to financial products and services with the right knowledge
Our Values
- We listen. We weigh all sides. We are prudent
- We are dependable. Steady. The calm inside the storm
- By our agents. Our policyholders. Our team. The industry
- Tech-Savvy. We are efficient. Effective. Easy to do business with
- To communicate. To respond. To solve.
- We challenge. We adapt. We innovate. We bend, never break.
Mission
Shyam Financial Service Pvt Ltd, is an independent insurance agency with extended verticals of mutual funds, legal services pertaining to company formation and compliances, operating Pan India. Shyam Financial Service is committed to the principles of transparency, integrity, ethics and professionalism while providing our esteemed clients:
- The highest quality of service, with the goal of exceeding their expectations.
- Financial security and protection to our clients’ commitment.
- Fairness and empowerment through proactive processing of knowledge and insights.
- Contributing to nation building through educating the tax payers of nation the importance of insuring and investing.
We will remain flexible and innovative so that we are able to address the changing needs of our clients.
- INNOVATION
- ETHICS
- LEGACY
Shyam Financial Service has come with its own Brain Child of exclusive "Outside the Industry Collaborations", that will enhance the penetration of various insurance products in the Indian Market.
Shyam Financial Service holds transparency to avoid any hidden documented statements, by educating their esteemed clients the step by step process of not only investing and insuring but also assissting them in the redemption and claim settlements. Shyam Financial Service believes in promoting awareness and education, thus contributing in Nation Building.
Shyam Financial Service responsibly pledges to carry on the legacy of its ancestors' age old policies of honesty, integrity, ethics and professionalism. Shyam Financial Service board constitues of 3 generations and its manerisms while introducing "Innovation" to be carried in its legacy.
OUR ANALYSIS COVERS
We have knowledgeable practitioners including a Certified Financial Planner, a Certified Investment Management Analyst, an attorney, and a tax practitioner.
CLIENT TESTIMONIALS
Our brand is not what we say but what they say
I wish to compliment your calibre, professionalism and behaviour that you have constantly shown to me at our meetings. I am highly impressed with the services that you are providing to me and I wish to express my sincerest thankfulness towards you for your support and efforts towards getting us the best deals at the competitive premiums. I wish to appreciate the knowledge that you possess regarding the most unique insurances & their claim procedures at very young & nascent stage of your career. The way in which you interact & educate us is indeed very unique and it has been a really nice experience in doing business with you. I am sure Shyam Financial Service will set new industry standards.
Devendra Goel
I always wondered about insurance policies which only my accountant would understand, but after meeting Ms. Pallavi P. Kulkarni, who already had a track of my insurance renewals, simplified the entire policy and was able to save us almost half of the insurance premium on the policy which we had from 15 years. I normally dreaded the process but he has made dealing with insurance easy and painless. I hold Shyam Financial Service, in the highest regard as far as customer service goes. Ms. Pallavi P. Kulkarni is a great person with a great character. He is highly committed to his profession, his community and his faith.
Mr. Piyush Soni
I had recently asked Ms. Pallavi P. Kulkarni to quote for the various aspects of my insurance - Sales Turnover Insurance, Stock and Store Insurance, etc. My insurance needs are very complicated, and I wanted to cover all the possibilities of losses. I was fairly confident with my current insurer, but I still remember 3 years back when this young boy walked into my office claiming that he could help me enhance my insurance cover. I could proudly say that he had worked on my entire portfolio and provided me with sustainable coverage and claim assistance coverage at a lesser cost than my previous insurer. He has time and again impressed me with his knowledge of his subject at this very young age. I wish Shyam Financial Service all the success.
Shambhu Nath Jajodia
