Your trusted partner for insurance, banking, and wealth management
We help you safeguard your family's financial well-being & attain freedom from financial woes
Who we are
Experienced Professionals and Tailored Solutions
With decades of financial experience, we believe in placing your interests at the forefront of our business. From corporates to individuals, our relationship with you is driven by trust and commitment to excellence. Our team of cross-functional advisors brings a holistic approach to understanding, analyzing, and delivering products and services that derive maximum value on your investment while minimizing your risk exposure in tandem
Our Services
We focus on individual needs and requirements. By understanding your goals, we tailor solutions that deliver long-term growth and financial security. Our mission is to be your trusted partner and help you make informed decisions
Insurance Solutions
A host of life insurance plans and policies to ensure the financial security of your family. Lifetime protection guaranteed
Lending Solutions
We enable access to capital, minimizing your risk while helping you optimize your funding and debt management processes
Financial Planning
Analyzing your present revenue and planning for your long-term future with proven strategic expansion of your wealth
We value your investments & relationships
Access financial products from leading providers in India with the added advantage of having our dedicated consultants work with you to enhance your investments & portfolios
Brief takes on vital topics
Our monthly blog that brings you engaging yet brief articles on all matters money!
January 1, 2024Welcome to a New Year and newer persepectives to understand the nature of diverse financial...Mr. Subramaniam R
Working with you guys has been an enriching experience for me and my family. From choosing the right cover to investment linked plans, we trust CFRM to get it right
Mr Snehal DK
Definitely recommend CFRM for insurance and banking services. Appreciate their understanding and turn-around-time for delivery and of course the best team around
Mr Shobhan John
We trust CFRM to get things done. A highly professional team, dedicated to individual needs and requirements. We wish them all the success in their future endeavors
Contact Us
Schedule an online appointment through the form below
60/1, 12th Main Rd, 1st Block, 2nd Block, Rajajinagar, Bengaluru, Karnataka 560010Monday - Saturday 09:00 - 19:00086604 75540
Your one-stop destination to plan & manage your financial goals. Our team of friendly experts are adept at ensuring your long-term happiness
Our Office
60/1, 12th Main Rd, 1st Block, 2nd Block, Rajajinagar, Bengaluru, Karnataka 560010
91 99168 56677
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