Apex Financial Services — Insurance, Mutual Funds, Tax & Retirement Advisory in India. Plan once.
Prosper for generations.
Apex Financial Services is a two-generation advisory firm designing complete financial plans — insurance, mutual funds, tax and retirement — for HNIs, NRIs, business owners and professionals across India.
Partnered With India's Leading Insurers
15+ insurers, every major cover under one roof
and many more — life, health & general insurance across all major insurers in India.
Partnered With Leading Asset Management Companies
25+ AMCs, every major fund house under one roof
Mutual fund schemes from our featured asset management companies in India.
Advisory with empathy, backed by 25 years of experience.
Your Trusted Advisors, Not Salespeople
We work with an advice-first model built around your needs. We recommend what fits your life — never what pays the highest commission.
25+ Years of On-Ground Experience
Two and a half decades helping Indian families protect what they love and grow what they've built — across generations and market cycles.
A Team You Can Reach
You're not a ticket number. Our advisors know your family, your goals and your policies — and we're a WhatsApp message away.
Every Major Financial Partner, Under One Roof
Life, health, motor, general and mutual funds — with 10+ leading Indian insurers and 25+ AMCs, all curated for you in one place.
Everything you need, under one roof.
Complete financial planning — insurance planning, wealth creation through mutual funds, tax planning and retirement planning — designed, reviewed and managed with you.
Insurance Planning
Life, health, motor and general cover — structured around your family, income and life stage.
Wealth Creation via Mutual Funds
Goal-based SIPs and portfolios curated across India's leading AMCs.
Tax Planning
Optimised, compliant strategies that keep more of what you earn — legally and efficiently.
Retirement Planning
A calm, unhurried plan for the life you want after work — with income you can count on.
HNIs, UHNIs, NRIs, business owners & professionals.
UHNI
Private-office style advisory — succession, legacy and multi-generational strategy.
Talk to an advisorBusiness Owners
Key-person cover, group health and surplus-cash strategies for growing businesses.
Talk to an advisorProfessionals
Time-poor doctors, founders and executives — one advisor for every financial decision.
Talk to an advisorTwo generations, one advisory practice.
A father-and-son practice — combining 25 years of on-ground experience with a modern, planning-first approach to your money.
25+ years of on-ground advisory experience for Indian families and business owners — the trusted voice behind Apex's long-standing client relationships.
Leads Apex Financial Services' advisory practice with a modern, planning-first approach — integrating insurance, mutual funds, tax and retirement into one calm strategy for every client.
Registered, regulated & recognised.
Compliant with India's leading financial authorities — SEBI, AMFI and IRDAI.
AMFI Registered Mutual Fund Distributor
Association of Mutual Funds in India
Employee Unique Identification No.
AMFI-issued advisor identifier
Insurance Regulatory & Development Authority of India
Licensed insurance intermediary
All registrations are subject to applicable regulatory norms. Distribution services only — Apex Financial Services is not a SEBI-registered investment adviser.
Google Reviews
Hear what our customers think about us.
Reviews reflect individual experiences, not investment performance or a guarantee of future results.
Learn before you invest
View all insightsPlain-English guides on mutual funds, SIPs, term insurance, tax saving and NRI investing — written by our team in Ahmedabad.
Common questions.
We specialise in insurance brokerage — life, health, motor and general insurance — offering personalised coverage for individuals, families and businesses.
Book a free 30-minute consultation. We map your goals, risk profile and time horizon, then recommend a personalised plan you can start with as little as ₹500/month.
Use the MF Login button on this page to access your mutual fund portfolio securely through our client portal. New clients can sign up online in a few minutes.
Yes. Tap the Buy Insurance button to reach us instantly on WhatsApp. As an IRDAI licensed intermediary partnered with 10+ leading Indian insurers, we help you compare and buy life, health, motor and general insurance policies.
Email hellopiyushb@gmail.com or call +91 93270 01565. WhatsApp is usually fastest for quick queries and document sharing.
We handle claim documentation and follow-up end-to-end. Most claims receive an initial status update within 5–7 business days.
Let's build your complete financial plan.
30 minutes with Anil or Piyush — a clear map of your insurance, mutual funds, tax and retirement, tailored to your life.
Regulatory information & risk factors
Mutual Fund investments are subject to market risks. Insurance is the subject matter of solicitation. Read the full AMFI, SEBI and IRDAI disclosures, grievance redressal and entity details.
ARN 127414 · EUIN E207272