Welcome To Reva Financial Services
A reputed name for comprehensive financial and product distribution services.
We as a Reva Financial Services incorporated in the year 2018 and at present having 1200+ satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Assisting clients in fulfilling their needs.
Why Us
Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focuss on Customer Satisfaction
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills
We have over years of experience in financial advisory and products distribution space. Our experience.
Driven by Passion
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Our Team
Dr Chaitanya Shipurkar is a renowned dental surgeon practiced for 28 years & since last 7 years, working as Individual Financial Advisor (IFA),Certified Insurance Advisor (CIA) & Portfolio Management Services Distributor (PMS)
Presently handling more than 1200 clients and an AUM of 135+ crores as a Director of Reva Financial Services.
Socially active and environmentally conscious person.
Has given many lectures in schools, colleges & various Social Organisations on subjects such as Financial literacy, Water conservation through rainwater harvesting, Organic farming, Voice culture, Environment, Anti superstition movement, Cultivation of vegetables in the backyard, Film appreciation etc to create awareness on various subjects.
Arranged lectures, workshops, film shows on these various subjects for students, teachers for long period.
She has completed her M.Com and LLB and practiced for 5 years before joining Reva Financial Services as an Office Administrator.
She handles office administration, manages important documentation, coordinates daily office activities, and supports smooth functioning of the organization.
With her professional experience and knowledge, she helps maintain proper workflow and discipline in the office while supporting both clients and team members.
Completed B.Com and presently pursuing MBA Finance.
Presently working as an intern with Reva Financial Services.
She has been working as HR manager for the past 2 and half years and handles various client service and operational responsibilities.
She manages insurance claim processes, non-individual accounts such as HUF, company, and trust accounts, portfolio shifting, DIS procedures, KYC updates, compliance-related work, and transmission cases.
She also assists clients with account discrepancies, PMS transactions, health checkup scheduling, and queries related to non-NJ portfolios.
With strong client relationship management and effective communication skills, she ensures smooth coordination and timely support for clients.
She has been working with our office for the past 2 and a half years and is responsible for managing various operational and client service activities.
She handles account opening, SIP registrations, mutual fund transactions, mandate processing, DIS-related work, DP charges payments, and routine back-office operations.
She also assists clients with account-related queries, manages mutual fund account services and supports daily office workflow along with marketing and portfolio-related activities.
She has been associated with our office for the past 1 year and efficiently manages a wide range of client service and operational responsibilities.
She looks after insurance login processes, policy renewals, purchase transactions, client coordination, ARN changes, portfolio shifting, KYC updates, and various account modifications.
She also handles STP and SWP services, loan and EMI-related assistance, collection of non-NJ portfolio details, and supports marketing and advertising activities such as MCS.
She ensures proper support for all insurance-related requirements of clients with professionalism and dedication.
She has been working with our office for the last 2 months and actively contributes to managing client services and operational activities.
She is responsible for handling mandate processing, purchase and redemption transactions, KYC detail modifications, SIP regular checks, SWP registrations, and PMS reports.
With her sincere work ethic, attention to detail, and professional communication skills, she helps maintain smooth workflow and ensures efficient client support on a daily basis.
She has been working with our office for the last 2 months and is responsible for handling various client service and back-office operations.
She efficiently manages account opening, mandate processing, SIP services, purchase and redemption transactions, client handling, and routine administrative work.
With good communication skills and a positive approach towards work, she contributes to maintaining smooth day-to-day office operations and ensuring client satisfaction.
With experience as a Receptionist, he handles walk-in clients and manages front office activities smoothly.
He also looks after cleanliness and helps maintain a healthy and comfortable environment in the office for both clients and staff.
With 7 years of experience, she handles back-office work and manages daily office activities smoothly.
She is responsible for maintaining records, coordinating office tasks, and supporting day-to-day operations of the company.
Our Office
