Xi Finserv - your personal finance assistant

We believe we will be successful,
if our clients are successful

" Our core values are the principles that guide us daily in helping our customers achieve financial prosperity and peace of mind "

Our Vision

Our Vision is small and simple. We donot want to be greatest finance company, but the most effective one. we aspire to be people's company. A Company which is made for the people in all backgrounds that works continuously for their financial wellness and needs. We look ahead to create more opportunities , improve environmental performances and use of resources in most efficient manner to create a space for our future generations along with financial security of nation and society.

Our Mission

We are on a mission to see financially independent country. We are working everyday on a common mission to provide our clients with the best of the service irrespective of our client socio economic status. We work equally hard for HNIs to Low Income Individuals and help them achieve their life goals with well analyzed and systematic financial planning.

We thrive to work more for lower income category as we vision to see this company as people's company made by us made for you. We develop products for everyone from students to working corporate and even unemployed. We tend to create more employment by creating opportunities for the individuals in the financial domain through effective mentoring, skill development and valued advisory enabling one to be a finance professional and create a space for itself and the society. We may not build a better place to live in though we are the change that we ever wished to see.

We are on a mission to educate and make that every child go to school that can not afford the high fees & we are to achieve this with right financial planning.

Our Values

How we conduct our business is just as important as what we do. Our core values are the principles that guide us daily in helping our customers achieve financial prosperity and peace of mind. We uphold the highest standards and ethics. We adhere to 11 Core Values to guide our daily operations, the way we treat our colleagues, deal with our strategic partners, and how we deliver results.

  • Consumer First

  • Collaboration

  • Transparency

  • Accountability

  • Excellence

  • Alignment

  • Trust the Team

  • Winning Integrity

  • Curiosity to Learn

  • Humor and Adaptability

  • Efficiency and Effectiveness