Our Journey
From humble beginnings to becoming a trusted financial services partner
Building Trust Since 2024
Pokket Finserv Private Limited was founded with a clear vision: to provide accessible, reliable, and innovative financial services to businesses and individuals across India. Our journey began in New Delhi, where we established our headquarters with a small but dedicated team of financial professionals.
From our incorporation in 2024, we have grown steadily, expanding our services and client base while maintaining our commitment to excellence and integrity in all our operations.
Our Milestones
Key moments that shaped our company's growth and success
Company Foundation
Pokket Finserv Private Limited was officially incorporated under the Companies Act, 2013 with CIN: U66190DL2024PTC438729. We established our registered office in New Delhi and began operations with a focus on investment consulting and financial planning services.
Team Expansion
We welcomed our first team of financial analysts and advisors, bringing together expertise from leading financial institutions. Our founding team established the company's culture of excellence, integrity, and client-focused service.
Service Portfolio Launch
We expanded our services to include comprehensive risk management, corporate finance advisory, and wealth management solutions. This marked our evolution into a full-service financial advisory firm.
Strategic Partnerships
Established key partnerships with leading financial institutions, regulatory bodies, and technology providers to enhance our service delivery and expand our market reach across India.
Industry Recognition
Received recognition from industry associations for our commitment to excellence in financial services and our innovative approach to client service delivery.
Digital Transformation
Launched our comprehensive digital platform, integrating advanced analytics, client portals, and automated reporting systems to enhance service efficiency and client experience.
Our Achievements
Milestones that reflect our commitment to excellence
100+ Satisfied Clients
Built a diverse portfolio of corporate and individual clients across multiple industries
₹500+ Crores Managed
Successfully managed and advised on significant financial assets and investments
Industry Recognition
Received accolades for excellence in financial services and client satisfaction
Strategic Partnerships
Established relationships with leading financial institutions and regulatory bodies
Looking Ahead
As we continue to grow and evolve, our commitment to excellence, innovation, and client satisfaction remains unwavering. We are focused on expanding our services, embracing new technologies, and building lasting relationships with our clients.
Our vision for the future includes expanding our presence across India, developing new financial products and services, and continuing to be a trusted partner in our clients' financial success stories.
Our Vision 2025
To be the most trusted and innovative financial services partner, delivering exceptional value and building lasting relationships with our clients across India.