About Core Financial Services
20+ years of experience and 1500+ clients in insurance and investment planning.
Core Financial Services helps individuals and families protect what matters and grow their savings, with life insurance, general insurance and investment solutions handled by one trusted team. Every recommendation is explained in plain language, with a focus on long-term relationships rather than one-time sales.
Amit Sardhara
Founder
Dipti Sardhara
Co-Founder
Our approach
No product suits everyone, so every recommendation starts with:
Your goals
What you are saving or protecting for, and by when.
Time horizon and risk profile
How long you can stay invested and how much ups and downs you can accept.
Income and liabilities
What you earn, what you owe and who depends on you.
Existing investments and cover
What you already hold, so we fill gaps instead of duplicating.
Liquidity needs
How easily you may need to access your money.
What you can expect
Clear explanations
Plain-language answers on costs, risks and fine print.
Insurance and investing together
A joined-up view instead of separate, disconnected products.
Regular reviews
Portfolio and cover reviewed as your life changes.
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