Golden Mean Finserv

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Have you covered your liabilities sufficiently? In case of unfortunate event, will your family be financially the same as it is today? Do you have the best tax benefits available as per your gross income? Are you getting the best returns on your invested money? Have you ever discussed your investment planning with any professionals? Is your post retirement life secure? Will you be able to afford the educational cost of your child ten years from now? What comes on your mind when you hear the words insurance? Death? Premiums? Tax Savings? Retirement? Child Education? Can your insurance/ investments be suitable to your needs and risk profile?

Aboutus

Established in 2013 we started the firm with a single vision of helping people to get all financial services available under one roof.

We at Golden Mean Finserv believe in giving the best of financial services to our esteemed clients. We deal in all investment & Life & Health / General insurance avenues available in India. We have a range of services which will make your life easier. We are offering following Financial Services:

Investment Options

Mutual Funds
Company Fixed Deposits
SIP
Bonds Capital Gain Bonds
Tax free Bonds

Policies and Plans

Life
Health
Group
Vehicle
Property Insurances
Pension Plans

Our Philosophy

Our mission at Golden Mean Finserv has always been to equip self-directed investors with all the applications and services they need to make better investment decisions, and we have developed a reputation for doing just that over time.

We understand the financial needs and risk appetite of a client. After understanding the requirements and risk tolerance levels of a client, we aim to provide unbiased various investment vehicles. We Are Leading Distributors for Mutual Funds, Life Insurance, Mediclaim-Health Insurance, NBFC Credit rated Fixed Deposits, RBI Floating Rate Saving Bonds 2020 Taxable, Govt. of India GOI Floating Rate Saving Bonds 2020 Taxable, NHAI-REC-PFC-IRFC Capital Gains Bonds and Other Financial Products.

Add-on Services

We are offering one-point solution / services for all your issues related to existing Mutual Funds, Pension Policies, insurance Policies, Fixed Deposits, or any Bank related documentation work etc

If you want to change the way a financial service affects your life, contact us to know more.

My Profile

Mr. Tejas Kajarekar is Founder of Golden Mean Financial Services previously known as Wealth Guru Advisory Services. He is Post Graduate MBA with Finance specialisation having 18 years of experience in the field of Financial Planning & Life Insurance. He worked Regional Manager in ICICI Prudential & Aviva Life Insurance Co. before starting his own firm Golden Mean Financial Services, where he was responsible for hiring consultants, promoting business, managing teams, encouraging, directing, coaching & training skills, helping consultants and business associates, managing sales and budgets, etc. He started his own Firm in July 2013 providing Financial Services to esteemed clients. He is associated with all investment & Life & Health / General insurance avenues available in India. Golden Mean Financial Services enjoys the Trust of over 1000 active clients for their various financial service & protection requirements.

Professional qualifications and certifications:

AMFI Certified
NIA Certified
IRDA Certified