About us

Welcome To ZENITH FINANCIAL SERVICES

A reputed name for comprehensive financial and product distribution services.

We as firm incorporated in the year 2005 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.

Why Zenith Consultancy ?

01 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.

02 Rich Product Basket

03 Focuss on Customer Satisfaction

04 Value Added Services

05 Right Experience & Skills

06 Driven by Passion

Assisting clients in fulfilling their needs.

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Clients

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Lacs AUM

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Experience

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Awards

Our Team

Management

Mr. Ajaya Kumar PaulCo-founder and Managing Partner

Mr. Paul is the Co-founder and Managing Partner. He has over 20 years of experience in Capital Markets and Insurance arena. He is an MBA and has several educational accreditation from IRDA, AMFI, NCFM etc. and is currently pursuing CFP program. In his current role he has been associated with many of the top FIIs, DIIs and NBFCs. He has deep domain understanding and is an expert in investment advisory and portfolio management and product distribution practices and its challenges.

Mr. Satyaranjan PradhanCo-founder and Business Partner

Mr. Pradhan is the Co-founder and Partner. He has over 15 years of experience in Capital Markets and Insurance arena. He is an MBA and has several educational accreditation from IRDA, NCFM etc. He has deep domain understanding and is an expert in investment advisory and portfolio management and product distribution practices and its challenges. In his current role he is responsible for investment advisory and portfolio management.

Sales and Operations Team

Mr. Seshadev RoutManager - Back Office Operations

Mr. Rout is in charge of Back Office Operations. He has over 7 years of experience in back office operations in the Financial services industry. His strength is his diligence and eye for detail for all client based activity. He monitors and communicates all corporate actions and other financial events to the clients regularly, ensuring compliance and minimising loss of all clients.

Mr. Purna Chandra PatraSales Manger - Insurance

Mr. Patra is in charge of Insurance Sales - Life, Health and General Insurance. He has over 15 years experience in Insurance sector.He is and IRDA certified professional. He is responsible for Insurance Planning and advisory.

Mrs. Anusaya SarangiSales Manger - Insurance

Mrs. Sarangi in charge of Insurance Sales - Life, Health and General Insurance. She has over 5 years experience in the financial services industry. She is responsible for investment advisory and portfolio management.

Welcome To ZENITH FINANCIAL SERVICES

A reputed name for comprehensive financial and product distribution services.

Why Zenith Consultancy ?

Assisting clients in fulfilling their needs.

Our Team

Management

Sales and Operations Team

Our Products

Tools

Contact Us

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