Founded in 2006, Kalyani Financial Services has been at the heart of Jodhpur community, guiding on Personal Finance & Insurance. 

Who We are?

We are one of the premier Insurance and Investment firms in Jodhpur, catering to people's need for unbiased Investment advice.

We bring to the table, more than 15 Years of Experience in the Life Insurance industry. Through our journey, we have been awarded numerous times on both National and International Platforms. 

Our founder, Mrs. Pooja Kanwar, is member of MDRT (USA), one of the premier organizations for Financial Advisors.

Our Cofounder, Mr. Balvir Singh Bais, is an Educator and is deeply involved in social services, working for the economic empowerment of the society.

Our Services

We provide carefully designed, comprehensive and appropriately customized Financial Plans by selecting and combining most suitable plans from the available wide range of life, health and Disability insurance, Pension and Wealth Assurance and other ancillary products from our Principals and Supporting Services. 

We are the Architects of Financial Security, design plans that help our clients laying solid foundations for a Financially Secured & Socially dignified life and insuring their financial well-being.

We specialize in  

Personal Finance

1. Family welfare Planning & Consulting 

2. Retirement Planning 

3. Children's Welfare, Education and Marriage Expense Planning 

4. Girl welfare planning

5. Income Protection Planning

6. Life Insurance Planning

7. Health Insurance Planning

8. Education Expense Planning for Children

9. Corporate Fixed Deposits

Business Solutions

1. Key person partnership 

2. Employer - Employee planning

3. Professional / Directors liabilities

4. Group solutions 

Asset Protection & General Insurance Solutions

1. Cyber Crime Insurance

2. Marine Insurance 

3. Liability insurance 

4. Vehicle and Fire Insurance 

5. Terrorism Risk Insurance 

6. Political Risk Insurance 

7. Industrial solutions and Much more..

We are associated with top companies of India like LIC of India, Star Health Insurance, Allied Services & Oriental Insurance, so we make sure you are covered in every aspect of your life. 

We understand the financial cost that a family has to bear in case of the bread winner's demise, so we help you plan for the "What If" to protect your family, wealth and financial goals.

Our motto is to help you "Protect everything Good in your LIFE." 

Our Clients:

Our esteemed clients base is continuously spreading across the state and country borders. 

We extend our services to 

• Indian citizens

• Non-Resident Indian citizens residing outside India and 

• Foreign nationals having Indian origin, residing outside India

Our Promise:

At Kalyani Financial Services, our commitment is to you, Your family and your Business.

Our Mission:

1- To provide financial security to our clients with customized Financial Plans to suit their needs.

2- To provide unbiased advice to our customers and put them and their families first.

Our vision: 

To become the first Choice Wealth Advisor for medium - High net worth individuals.

At Kalyani Financial Services, we pride ourselves on providing a disciplined and customized services approach to all our clients.

We are always with you from our first meeting and through all your life changes and provide you with the best advice to manage your financial portfolio.