Zerok Finserv helps you build wealth through mutual funds, protect your family with suitable insurance, and access loan services for your financial needs. Get simple and transparent support for SIPs, lump-sum investments, portfolio reviews, health and general insurance, and loans.
Start with a simple assessment of your goals, risk profile, family needs, and budget. We will then guide you through the suitable next steps.
Zerok Finserv helps individuals and families plan their financial journey with two important pillars — wealth creation through mutual funds and financial protection through insurance.
We keep the process simple, transparent and suitable to your needs. Whether you are starting your first SIP, investing a lump sum, reviewing your portfolio, or choosing insurance cover like health, term life, personal accident, critical illness or travel insurance, we guide you based on your goals, time horizon, risk profile and protection needs.
Every investment is tied to your specific financial goals and timeline.
Fund recommendations backed by deep analysis and performance tracking.
We help you identify mutual fund schemes suited to your risk profile and investment goals, as permitted for distributors under AMFI guidelines.
Fully paperless onboarding, investing, and portfolio tracking anywhere.
Direct access to a dedicated relationship manager who supports your mutual fund investments and service requests — no call centers, no waiting.
Comprehensive mutual fund, insurance, planning, and loan assistance designed to support your wealth, protection, and financing needs.
Systematic Investment Plans customized to your income, goals, and risk appetite — the most powerful path to long-term wealth creation.
Strategic one-time investments across equity, debt, and hybrid funds aligned with your financial goals, investment horizon, and risk profile.
SIFs are SEBI-regulated investment options that offer more specialized and flexible investment strategies than traditional mutual funds. They may use advanced strategies, including derivatives, and can carry higher risks due to their more complex investment approach.
SIF strategies that take both long and short positions in equities to seek returns across market cycles, rather than relying only on a rising market.
SIF strategies that take long-short positions across debt and money market instruments, aiming for accrual plus tactical gains with defined issuer and sector limits.
SIF strategies that blend equity, debt and tactical hedging — or actively shift between asset classes — for a more balanced, risk-adjusted exposure.
Retirement, child education, home purchase — we help you identify mutual fund schemes aligned to your goals and timeline.
Save up to ₹1.5 Lakh under Section 80C while building equity wealth — with the shortest 3-year lock-in among tax-saving options.
Periodic review support to help you track fund performance and understand how your holdings are tracking against your goals.
Assistance with KYC updates, bank account changes, nomination, and periodic portfolio review based on market conditions and your investment goals.
Guidance on selecting tax-efficient mutual fund instruments to help maximize your savings while staying aligned with your risk profile.
Plan ahead for your child's education, higher studies, and career with goal-based funds designed to grow alongside their future needs.
Build a secure retirement corpus with structured SIPs and long-term funds that ensure financial independence in your golden years.
Financial protection against accidental death, permanent disability and related risks, subject to policy terms.
Cover hospitalization, treatment and medical emergencies for yourself and your family without draining your savings.
Affordable life cover that secures your family's financial future with a high sum assured at a low premium, subject to underwriting.
A lump-sum payout on diagnosis of covered critical illnesses, so treatment cost is never a reason to delay care.
Cover for trip cancellations, medical emergencies and lost baggage — so you can travel, domestic or abroad, without worry.
Assistance with unsecured personal loans for eligible personal expenses, subject to lender criteria, documentation, and approval.
Apply HereDisclaimer: This application is only for eligible salaried applicants.
Loan assistance for eligible business expansion, working capital, machinery, or other commercial funding requirements.
Document ListSupport for eligible home purchase, construction, renovation, or balance-transfer loan applications from lending partners.
Assistance with secured funding against eligible residential or commercial property, subject to valuation and lender approval.
Quick secured-loan assistance against eligible gold jewellery, subject to valuation, documentation, and lender terms.
Assistance with loans against eligible mutual funds, shares, bonds, or other approved securities without immediate liquidation.
Zerok Finserv focuses on suitability-based mutual fund distribution and practical insurance guidance, so your wealth creation and financial protection needs are handled together with clear communication and ongoing service support.
Registered mutual fund distributor with ARN: 345055, helping investors with SIP, lump sum, ELSS, SWP, and portfolio review support.
Mutual fund and insurance options are discussed based on your financial goals, time horizon, risk profile, family responsibilities, and protection needs.
Assistance for digital onboarding, KYC, nomination, bank updates, insurance proposal support, documentation, and service requests.
Periodic mutual fund portfolio review and insurance coverage review support, so your investments and protection stay aligned with your changing needs.
Support areas
Illustrative framework only. Mutual fund investments are subject to market risks. Insurance coverage is subject to policy terms, conditions, exclusions, and underwriting.
Use our SIP Calculator and Lump Sum Calculator to estimate how your mutual fund investments may grow over time.
Returns shown are illustrative at assumed rate. Actual returns may vary. Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing.
Many people avoid investing or buying insurance because they feel the process is confusing, full of jargon, or difficult to understand. We want to make this journey simpler.
Zerok stands for Zero Knowledge Required.
Our philosophy is simple: You do not need to be a financial expert to start planning your money. Whether it is mutual fund investments for wealth creation or insurance for financial protection, we help you understand suitable options in a simple and clear way.
While you focus on your life, family, and career, Zerok Finserv helps you with mutual fund distribution services, insurance guidance, suitability-based discussions, risk understanding, and ongoing support.
With Zerok Finserv, your financial journey becomes easier to understand, easier to start, and easier to manage.
Start simple. Invest with clarity. Protect with confidence.
You do not need big capital or complex paperwork to begin. With Zerok Finserv, you can start your mutual fund journey with a small SIP and also explore suitable insurance protection for your family, health, and travel needs.
Start small with mutual funds. Protect smart with insurance. Build your financial future with clarity and confidence.
*SIP starts from ₹500 in select mutual fund schemes. Minimum SIP amount may vary by scheme and AMC. Insurance coverage is subject to policy terms, conditions, exclusions, premium payment, and underwriting.
Honest answers to questions we hear most from investors and insurance clients.
Simple, jargon-free insights to help you make better decisions for mutual fund investments and insurance protection.
Mutual fund investments are subject to market risks. Insurance coverage is subject to policy terms, conditions, exclusions, premium payment and underwriting.
Ready to start your mutual fund investment or explore suitable insurance protection? Reach out for a no-obligation discussion about your investment goals, protection needs, and service requirements.
Time Square, Opp. Synergy Hospital, Ayodhya Chowk, 150 Feet Ring Road, Rajkot
Monday – Saturday: 9:00 AM – 7:00 PM
Each financial product is designed to address a specific financial need.