WELCOME TO Freedom FinServ
A reputed name for comprehensive financial and product distribution services.
We as Freedom FinServ incorporated in the year 2005 and at present having 700+ satisfied clients. Earlier in 1998, Mr. Suraj had started with LIC agency with a focus on bringing financial security in an individual's life through Insurance.
Our main Aim is to help our clients to build a strong Wealth Pyramid to achieve Financial Success. We focus on Financial Protection through proper Insurance planning, Accumulation to achieve Goals with effective and smart investment planning and Distribution of Wealth with proper inheritance planning. This helps the client in achieving complete financial success.
We are certified Wealth Manager, AMFI (Association of Mutual Fund of India) Registered Mutual Fund Distributor, Authorised by the NSE (National Stock Exchange) and IRDA Registered Insurance Distributors. We offer comprehensive financial distribution services, having highly qualified and experienced team. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment & insurance options to the clients as per their long-term and short-term Goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life and a complete financial freedom to live a Happy Life.
What We Offer
Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.
Assisting clients in fulfilling their needs.
Our Team
Mr. Suraj Kishor Jagadale
Founder
Mr. Suraj is the Qualified Professional Finance Person ®️ QPFP®️). He has over 23 years of rich experience in the financial services industry. An Engineer by education, Suraj is known for his deep understanding of the Investment practices and its challenges.
Mrs. Sweta Suraj Jagadale
Administration Head
Mrs. Sweta is the Administration Head. She has completed her education in MBA (Finance) and also is a Registered IRDA Insurance Broker. With an experience of more than 15 yrs, she handle the backend administrative work very smoothly and her interpersonal skills help to maintain a healthy relationship with all clients..
Mrs. Sanika
Administration Head
Mrs. Sanika is a Insurance Back office assistant. She helps in resolving the service related issues about Insurance. She is charge of all communications to the client and Insurance Companies.
Mr. Aniket
Mr. Aniket is a Mutual Fund and other Investment Back office assistant, He helps in resolving the service related issues about Mutual Funds & other Investment products.. He is incharge of all communications to the client and Investment service providers.
Mr. Sunny
Mr. Sunny is a front end document collection person. He helps in document collection and submission for smooth processing.
