About Us

AMFI & IRDA Certified

We believe in building long-term relationships based on trust, clarity, and consistent support.

At Shivalikk Finservv, we believe that financial well-being is the foundation of a secure and happy life. As a trusted provider of mutual fund investment & insurance solutions, our mission is to empower individuals, families, and businesses to make confident financial decisions—today and for the future.

With a team of our experts in their field, we offer a wide range of products tailored to every life stage and goal—from wealth creation and retirement planning to protection and risk management. Our mutual fund options are carefully curated to align with your risk appetite and growth aspirations, while our insurance solutions offer peace of mind when you need it most.

Shivalikk Finservv

Why Choose Us?

Personalized Guidance:

We take the time to understand your goals and craft strategies that work best for you.

Transparency & Trust:

We are committed to clarity, honesty, and full disclosure—no hidden fees, no fine print.

Proven Track Record:

Our advisors bring years of experience, with a focus on long-term relationships and sustainable growth.

End-to-End Support:

From policy selection to claim assistance and portfolio reviews, we're with you every step of the way.

Our Mission

Goal-Based Mutual Fund Planning

To promote financial literacy, build trust, and make mutual fund investing simple, effective, and goal-oriented for every Indian. Start your journey toward financial independence with Shivalikk Finservv - where integrity meets expertise.

Whether you're investing for retirement, a child's education, or building wealth, we offer personalized mutual fund recommendations suited to your goals and risk profile.

Our unique blend of financial knowledge and tech-savviness allows us to offer transparent, efficient, and customized investment and insurance solutions, powered by the latest tools and platforms.