About

WHO WE ARE

We are an Associations of Mutual Funds in India (AMFI) registered mutual funds distributor and an Insurance Regulatory and Development Authority of India (IRDA) certified insurance solutions service provider. We specialise in equipping our clients with the knowledge to achieve their financial goals.

Our motto at Yudhajit Financial Services Private Limited is ‘Dream it. Achieve it’. This plays the role of the North Star guiding us in the creation of a personalised financial roadmap for our clients, while also guiding them at every step.

Our vision is to assist every household in India achieve their financial goals by imparting financial literacy and by guiding them with care. Transparency, compliance and passion to exceed clients’ expectations are the foundations of our organisation. We cater to both individual and institutional clients.

OUR PROCESS

“If you fail to plan, you are planning to fail” – Benjamin Franklin.

The essence of Mr Franklin's words cannot be better realised than when assessing your financial preparedness through different stages of life.

Planning for your dream home, sending your children to Universities like Harvard, Oxford, Cambridge and securing your retirement, need serious introspection and most importantly a strategy. Aided by our profound and extensive experience of managing clients’ portfolios and their expectations over multiple market cycles, we at Yudhajit Financial Services Private Limited help clients create financial roadmap and implement strategies.

  • 1 Helping clients visualise and rationalise their financial goals
  • 2 Collating and analysing data
  • 3 Scientifically gauging risk tolerance
  • 4 Constructing a ‘Financial Roadmap’
  • 5 Managing strategies
Our Services

We offer financial goals-focused solutions through the following framework as our composite service offerings

Financial
Roadmap

Managing
Investments

Improvising Risk
Management Solutions

Efficiently
Managing Debt

Managing
Strategies

Tax
Planning

Tax
Filing

Estate Planning
Through Network

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Testimonial
Testimonial
Yudhajit came highly recommended by a family member. His ability to explain complex financial matters to me in easy, understandable terms has been invaluable.
Being a complete beginner when it comes to investments, Yudhajit guided me with the right options and I was able to make an informed decision. I have been using his services and expertise for the past 2 years. I am happy with the advice I have been given regarding my investments.
Unnikrishnan Kandolath
Manager
 
Ohm Mobility
Testimonial
Yudhajit has been handling my investments for the past year. He is knowledgeable, patient, and always available to answer any questions and clarifications. He tries to understand the requirements and makes suggestions accordingly. I would highly recommend Yudhajit Financial Service to get started on your long-term investment and financial planning.
Seema Misra
Content Manager
 
Atmosphere Hotels and Resorts
Testimonial
I got introduced to Yudhajit Financial Services through a friend. I am very happy with the sound financial advice and guidance that Yudhajit has been providing. He has always kept my financial goals and best interest in mind and given suggestions that are tailored to my circumstances and preferences. Yudhajit always explains the options and risks clearly and I have never felt uncomfortable asking questions. He is always contactable, courteous and helpful. I would gladly recommend his services to others and look forward to many more years working with Yudhajit.
Akshara Ajith
Program Manager
 
NetApp
Testimonial
We are thoroughly pleased with the services provided by Yudhajit financial services. Yudhajit leads the team from the front in terms of being always accessible, responsive, knowledgeable and in terms of being a thorough professional. You must engage with YFS before forming an opinion, I merely shared my experience.
Sonali Pradhan
IT professional
 
Testimonial
YFS has been helping me since when I first started investing. The team, with their hands-on approach has made me safe in the knowledge that my finances and investments are being handled in the best way possible. Over and above regular updates and developments, Yudhajit and his team are always available and ready to answer any and all questions I have. A chat with the YFS team will be enough to convince you you’re making the right choice.
Ankita Sen
Journalist
 
Economic Times
Testimonial
I’ve worked with YFS for more than 5 years, and have made investments in the right mutual funds according to their advice. The YFS team is extremely professional and understands requirements really well, to give tailored advice, with a long-term view. My investments have yielded great results over the years, way better than what I had achieved previously with advice I received from my bankers or by investing myself. I’ve always felt secure through the ups and downs of the markets, thanks to good advice from YFS. I have recommended many friends and family members to work with Yudhajit, and they’re all extremely happy with the results.
Siddharth Ajith
AI Product Manager
 
Healthcare Professional
Testimonial
Yudhajit Financial Services has been a voice reason when it came to my investments. I highly appreciate Mr. Yudhajit Baul’s honest guidance and opinion on the market. He is good at explaining the nuances of various investments in layman’s terms that are helpful in deciding where to put one’s money. Thank you Mr Baul & Team.
Eileen A. Soreng
Journalist
 
Reuters
Testimonial
Yudhajit has been a great and trusted advisor for me in my personal financial planning.
Satyendra Sinha
VP
 
Technology and Head of India Development Centre at GEP World

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