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.
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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