About Us

Client First Investment Services is a sole proprietorship firm established in 2017. Before this, I began my career as a fresher with ENAM Securities Pvt. Ltd. in 2001, where I handled corporate treasuries, PF’s, bank treasuries, family offices, HNIs, and retail investors for their investment requirements.

Our current clientele includes corporates, HNIs, and retail investors.

In an Era of Rapid change and Volatile financial markets, Investors need a Qualified, trained, and unbiased professional to support them in achieving their Short-term,Medium term and Long-term Investment goals.

At Client First Investment Services our core aim is to Advise clients with honesty, dedication, and integrity, aligning advice with their risk profile, meeting expectations and building enduring long-term relationships.

With over two decades of experience in Capital Markets, we offer technology driven services that enable clients to efficiently track and monitor their portfolios, helping them stay on course towards their financial goals.

We strive to be a reliable and efficient service provider, offering a comprehensive range of Investment Services under one Roof.

Sriharsha B M
D.M.E, B.E, MFM
Founder of Client First Investment Services