Insurance and investment solutions for every stage of life
Founded by Amit Sardhara and Dipti Sardhara, Core Financial Services brings 20+ years of experience and 1500+ clients to your insurance and investment planning, all under one roof.
20+Years of experience
1500+Clients
What we help with
Life insurance plans
- Term plan
- Endowment and savings plans
- Annuity plan
- ULIP plan
General insurance
- Health insurance
- Personal accident
- Motor and fire insurance
- Travel insurance
Investments
- Mutual funds: SIP, lump sum, STP, SWP
- SIF, PMS and AIF
- Fixed deposit and bonds
- Equity: stocks, ETF, demat
- Portfolio review and goal planning
Why Core Financial Services
20+ years of experience
Long-term relationships across insurance and investments.
One point of contact
Protection and investing planned together, so your plan fits as a whole.
Recommendations based on you
Goals, time horizon, risk profile, income and existing cover come first.
How we help
Understand your requirements
Analyse your goals
Compare suitable options
Assist with paperwork
Review periodically
Plan with our calculators
SIP, lump sum, retirement, education, EMI, insurance cover and more, with inflation built in.
Explore financial calculatorsHave a financial requirement? Let's discuss it.
Talk to us
Call, message or email Core Financial Services to discuss your insurance and investment requirements.
2GX5+4CM Satva Complex, 206, Maple County Rd, opp. Mahalaxmi Temple, Thaltej, Ahmedabad, Gujarat 380059