About us

Xfundz acts with an extremely strong focus on client relationship. The team at Xfundz has more than 20 years of proven track record in financial service industry spanning across Financial Planning, HNI & NRI Services, Equity Advisory, Investment Advisory and brings with it strong research and investment advisory capabilities keeping in mind the regulatory framework and the volatility in the investment climate.

Xfundz Broking Services Pvt. Ltd is an integrated securities firm offering a wide range of services including retail broking, wealth management, financial planning, tax planning and investment products. Xfundz sees its role as ‘Empowering people in taking informed decisions to manage their finances’ for its diversified set of clients that include Retail Investors, high net-worth individuals, NRI’s and Corporates.

We prefer working with our clients over multiple years rather than focusing on one-off transactions. Irrespective of which services you choose, we will be committed to provide you quality service over the long term.

We know the way

Our vision is to take financial planning to remote areas. We strive to provide an affordable financial solution to masses and help them achieve financial security and peace of mind