Odisha Finserv is a financial services company deals with various financial products like Wealth Management ,Loan Distribution , Insurance Distribution ,Stock Broking and real estate Advisory .
Wealth Management : We help our clients pursue their wealth management goals through careful advice, astute investment management ..We work closely with high-net-worth individuals, families and select foundations to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service .
Loans : Odisha Finserv offers customized solutions in areas of Secured n Unsecured loans to Individuals n Non Individuals . We act as a distributor of loans, mortgage, financing and financial instruments such as home loans, personal loans, loan against property to individuals . For businesses we provide products such as unsecured dropline overdraft, unsecured business loan, secured business loan (working capital ,LAP). We have tied up with esteemed and well known banksn NBFC’s for the distribution of their product .Our arrangement and understanding with the banks and NBFCs has established us as one of the most preferred loan distributors which gives us a distinct advantage to offer loans at cost effective rates to our esteemed clients ranging from individuals to businesses.
Real Estate : Odisha Finserv trusted real estate consultant synonymous to integrity, transparency, honesty, and promptness. We are counted amongst the prominent real estate consultant that are engaged in offering excellent real estate services to the property buyers and sellers with a motive to provide affordable housing to the property buyers and the best deals on property to the property sellers. we have been able to cater to diverse real estate requirements of our clientele. Our broad range of real estate services includes property buying services, property selling services, property rental services, property lease services .
A relationship with Odisha Finserv begins with a conversation. We ask about our client’s goals and help evaluate them. We analyze each client’s financial profile, lifestyle objectives and attitude toward risk, and then develop a suitable wealth management plan. To execute the plan, we leverage the intellectual capital . We offer strategic and tactical asset allocation and provide a range of investment solutions including cash, fixed income, equities and alternative investments. Through it all, we offer attentive service and personal counsel. And as a client’s goals change, we can adjust his or her wealth management plan accordingly.
Mr. Pratyusa Kumar Mohapatra (MBA) ex banker and into financial services domain for around 13years . Worked in Organzations like Kotak Mahindra Bank (Branch Manager) ,ICIC Direct(Branch Manager ) and has founded Odisha Finserv in 2020, having identified that there is a lot of value to be created for individuals by providing unbiased financial advice ,wealth management services and real estate consultancy . We don’t only sell for target achievements but partners for long lasting relationship keeping customers interest as our first n foremost objective .
Disclaimer : Mutual Funds investements are subject to markets risk . read all scheme related documents before Investing .
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