We are Financial Services Provider
Your Dreams, Come True With Us!
Life is unpredictable. We have plans for every situation.
Duoak Finserv is a financial services platform that enables commerce professionals and their clients to get all investment and related services in one place. It is a one-stop fix for all your wealth needs saving time to deal with different professionals for distinct financial needs.
Our Founder Mr. RAJESH KULWAL believes in inclusive work he thinks
“If you want to go fast, go alone
If you want to go far, go together”
We Distribute Mutual Fund products for Short, Medium & Long Term as per one's need. You can choose from various categories as per your requirements.
PMS or Portfolio Management Services is a tailor-made professional service offered to cater to the investment needs of a niche segment of clients.
Insurance is a contract of indemnity ie. The insurer agrees to pay the insured a certain sum of money either on the happening or the non-happening of a certain event.
Equity shares are a more popular investment option amongst investors. The equity shares of a public limited company are freely traded on stock exchanges.
Bond refers to a security issued by a company, financial institution or government that offers regular and fixed payment of interest in return for borrowed money...
A loan against security is a loan advance to a customer against a pledge of security. It can be loaned against an insurance policy mutual funds, National Savings Certificate...
Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.
DuoaK Finserv Pvt. Ltd. © 2025
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