Dreams comes true
Lets start investing today to give wings to their dreams
When you have Silver in your hair,
you must have Gold in your pocket
YEARS EXPERIENCE
CFIS is a sole proprietorship firm established in 2017. Prior to this, I began my career as a fresher with ENAM Securities Pvt. Ltd., where I worked with corporate treasuries, family offices, HNIs, and retail investors.
The current clientele includes HNIs, corporates, and retail investors.
At Client First Investment Services, the focus is simple — the client always comes first.
Goal based investments are the best tools to create wealth and live a worry-free life. It helps you achieve your financial goals on time.
Client First Investment Services is an ideal investing platform for first-time investors. All you have to do is login to the app, finish your KYC & investment readiness requirements and within no time you will be ready to invest with us.
We make the investing process much simpler even for avid investors such as yourself. You will find all investment information about your favourite funds in one page. You can also switch your existing portfolio to Client First Investment Services.
There are no charges for opening the account at Client First Investment Services for Mutual Fund investments.
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor | ARN- 125795 | Date of initial Registration: 28-07-2001 | Current validity: 29-07-2028
APMI Registered PMS Distributor | APRN-00105 | Registered on 27-03-22 Valid till 26-03-28
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