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Our Philosophy
“Quality financial and Strategic investment solutions, ensuring prosperity”
- Goal & Value Based Approach
- Timely Review & Rebalance
- Long Term View
Pillar
“We manage investor’s money calculatedly and strategically to achieve their Financial Goals”
Growth Focused
safe investments
tax friendly
Protection of Funds
Our Services
Individual Investors
Marriage
Retirement
Vacation
House
Education
Income Tax
Car
Parents
Non - Individual Investors
Treasury Fund Management
Cash Flow Management
Emergency Fund Management
Why do you need Everest?
Differentiate Good Vs Bad
Make it Simple
No Jargons
Our Partners
Our Leadership
Jim Joseph
Founder director
He holds a Masters in Business administration with Marketing & Finance Specialization.
Comes with 17 years of experience in BFSI Sector Predominantly Asset Management Business.
He has Worked with various Geographies and was always a key team member of the Organization.
Prior to setting up Everest Financial Services he has worked with notable organization like ICICI MF, HDFC MF, Union MF, Motilal Oswal MF & Axis MF in the past
His Last assignment was Channel Head Banking, No. 1 Equity Mutual Funds in the country with the Capacity of Assistant Vice President
Ajith R Gangadharan
Director
Ajith R Gangadharan is a seasoned wealth management professional with over 24 years of experience in strategic financial planning and portfolio structuring. Highly regarded for his leadership and cross-border expertise, he has successfully managed client investments across India and the UAE.
His career includes senior roles at leading institutions such as ICICI Bank, HDFC Bank, ING Vysya Bank, Way2Wealth Securities, First Gulf Bank (Dubai), and Axis Bank Private Banking, where he last served as Senior Vice President and Regional Investment Counsellor - South, leading a team of investment counsellors and overseeing a significant AUM. With comprehensive strategic vision and precise financial acumen, Ajith enriches every client relationship at Everest Financial Services.
Contact Us
Karnataka: #271, 100 Feet Road, Indiranagar, Bengaluru -
560038
Kerala: # B4, Crescent Court, Calicut, 673001
info@everestfs.in