About Us
Welcome To Nayak Finserve
Nayak Finserve is specialist private wealth management firm set up by founders with equity market research background to provide a professional wealth management services.
We comprises of a team of experienced professional catering to the wealth management requirement of companies , firms, high net worth individuals (HNI) assuring a high degree of trust and personalized services.
The team at Nayak Finserve is a combination of certified financial planner (CFP), MBA’S AND M.COMS. We act as the single point service provider where all financial , security , investment and tax planning services are offered under one roof.
We focused on completely taking the charge and creating a road map of the financial journey that’s prepared based on your goals, current financial status , cash flow and future purchases.
Our Vision
To be among top trusted advisor in the world by 2027.
Our Mission
As a wealth management firm we believed financial education towards our clients. We lead the way in providing value to our investors by education importance of financial awareness about various products.
Our Team
Mr. Satya Ranjan Nayak
Nayak Finserve has been promoted by Mr. Satya Ranjan Nayak which is fellow MBA in Finance and Certified Financial Planner (CFP).Being an energetic personality, he has been learned both technical and fundamental analysis dedicatedly and added value for 10 years financial domains. Satya also made media presence, his analytical and financial modeling skills helping many to manage their funds well, not only through capital market , mutual fund but also he has trained many with technical capabilities.
Mr. Smruti Ranjan
Smruti is the new age entrepreneur who is on a mission to bring financial excellence through education and timely advice. Smruti completed his MBA in International Business joined step by step wealth management after a decade career working for Multi national Companies like EXL, Genpact and Bank of America.
Mrs. Swadhina Rout
Swadhina heads our flagship product “Master Sip” she is an independent certified financial planner . She is completed the foundation course of retirement financial planning. Swadhina completed her B.Sc in Mathematics with over 5 years Experience in financial planning. Previously she was working as a research analyst in Equitycafe.