iserve Financial is Now Online and Offline

By: | Published: July 17, 2015 4:20 AM

With the launch of its online portal http://iservefinancial.co, Pune based ...

With the launch of its online portal https://iservefinancial.co, Pune based iserve Financial Pvt Ltd is now the only distributor for Banks and Non-Banking Financial Services Companies with a presence in the digital space as well as Offline with its distribution network across 20 cities of the country. The portal boosts iserve Financial’s existing reputation of being the only Pune-based National distributor for Banks and NBFC’s for Retail Asset products with a pan-India presence.


A technology driven company, iserve Financial strives to provide customers with the appropriate blend of elements that the industry often falls short on: Optimal pricing, Suitable Financiers and Efficient Serving – Online&Offline. Being the brainchild of industry veterans Dipak Samanta and Rahul Bhaik, they have the expertise to maintain this essence. Director Dipak Samanta’s proven record includes 15 years in financial services distribution. Dipak has managed large teams through his years in the industry and he also plays an active role in Tech Innovation. Architect of the CRM ‘ClientsBridge’ that was launched on July 11th 2015, he has invested his expertise in the technology team at iserve and has been instrumental in designing the portal. Co-Founder Rahul Bhaik, also Director at the company, brings 14 years of experience as a banker to iserve Financial. Rahul has served in Mortgage, Working capital and Liability based businesses. Rahul has also worked with Citibank and Standard Chartered across different verticals and geographies in the Asset businesses. As the founders set the bar high, they employ teams of ex-bankers and trained professionals with the experience to manage and monitor client transactions. iserve Financial distinguishes itself with a senior management team which has an average experience of more than 10 years in banking and finance field.

Another factor that establishes iserve Financial as a leading financial services company is its state-of-the-art and user-friendly portal https://iservefinancial.co  Unlike other loan portals where the deals originate online and are completed by third-parties, iserve Financial manages fulfilment of loan transactions through its own teams. These teams are spread across the country, ensuring efficient client servicing and complete privacy of client. The recently launched portal, https://iservefinancial.co is a one-of-a-kind financial supermarket for Consumer & SME loans and caters to the financing needs of Individuals and Companies. The portal was launched and integrated with CRM “ClientsBRIDGE” on its 1st Anniversary celebration at Hotel Le-Meridian, Pune by CMD of Cosmos Bank – Mr. Krishnakumar Goyal. The event was attended by over 40 leading developers and Senior bankers. At the launch, Cosmos Bank Chairman & Managing Director Mr.Krishnakumar Goyal appreciated the efforts and initiatives taken by iserve Financial and its Founder Directors for simplifying the loan process, while maintaining transparency and privacy of a customer Online&Offline. Further Mr.Goyal said, he is happy to see professionals coming out of their cozy comfortable jobs and creating employment. The CRM system “ClientsBRIDGE” gives complete charge of transaction to its customers through real-time status updates on email and text messages. This platform ensures transparency across all the associated parties involved through the transaction and simplifies the loan process for the borrowers.


The sophistication of the portal is testament of iserve Financial’s quest to ensure maximum customer satisfaction, a mission that has helped the company grow rapidly in a span of just one year. iserve Financial has now expanded its footprints across locations with a team size of over 100 professionals. It is now affiliated with more than 20 Banks & NBFC’s for distribution of its Retail Asset products.

iserve Financial has its own technology team that works relentlessly to devise new ways to better client experience and process efficiency. An internal team as opposed to third parties understands the company’s mantra and works towards its fulfilment with greater efficiency. The company has been founded with the primary objective of simplifying the loan process, while maintaining transparency and privacy of client. Simplicity, Transparency, Privacy : iserve Financial’s approach addresses core concerns in the industry. With seasoned professionals on board and well-defined agenda scripted by its founding fathers, the company is on course to be a pioneer in the Financial Services.

Photo Caption:
Shri Krishnakumar Goyal addressing the gathering post launch of the Portal
Founder Directors of iserve Financial at the launch event 

Get live Stock Prices from BSE and NSE and latest NAV, portfolio of Mutual Funds, calculate your tax by Income Tax Calculator, know market’s Top Gainers, Top Losers & Best Equity Funds. Like us on Facebook and follow us on Twitter.

Switch to Hindi Edition