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About Us

Your Trusted Financial Partner

At Zunu Finserv, we believe that financial success is within everyone’s reach. Our mission is to empower individuals and businesses with smart financial solutions that help them grow, protect, and manage their wealth effectively.

With a team of experienced professionals and a client-first approach, we offer personalized advice and services that cater to your unique financial needs. Whether you’re planning your investments, managing your portfolio, or seeking expert stock and loan advisory, we’re here to guide you every step of the way.

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Company Roadmap

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Oct 2004Short-Term Goals
May 2007Medium-Term Goals
Sept 2019Long-Term Goals
Jul 2024Mitigation Strategies

Our Story

Founded with the goal of simplifying financial planning for everyone, Zunu Finserv has grown into a trusted name in the industry. What started as a small advisory service has now expanded into a full-fledged financial solutions company serving hundreds of clients across India.

Our success is built on a foundation of integrity, expertise, and a passion for helping our clients achieve financial freedom.

Our Mission

Our mission at Zunu FinServ is to empower individuals and businesses with reliable financial solutions that help them achieve their goals. We simplify financial planning, offering personalized services, expert advice, and continuous support to build, manage, and protect your wealth at every stage of life.

We are committed to fostering trust, transparency, and long-term client success through strategic guidance and customized solutions.

Our Vision

Our vision is to be a leading financial advisory firm known for delivering innovative, client-focused solutions. We aim to make financial planning accessible to everyone and help our clients build a secure and prosperous future.

By combining expertise, technology, and a personalized approach, we aspire to set new standards in the financial services industry while creating lasting value for our clients.

Professional Team

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Alannah Pugh

Alannah Pugh

Financial Consultant
Melvin Kennedy

Melvin Kennedy

Management Consultant
Neha Mckenzie

Neha Mckenzie

Strategy Consultant
Mark Osborne

Mark Osborne

IT Consultant

Our Clients

Our Services

Mutual Fund Advisory

About Us

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