🏆 Since 2010 · Kolkata, West Bengal

Your Trusted Financial Partner Across India

Avyan Finserv is a full-spectrum financial services firm based in Kolkata. We combine deep CA/CS expertise with personalised client care to help Indian businesses and individuals succeed financially — from investments to compliance, insurance to incorporation.

500+

Happy Clients

15+

Years Experience

10K+

Filings Done

98%

Client Retention

🏅 Our Credentials

🎓

Chartered Accountants (CA)ICAI certified professionals with 15+ years collective experience

📋

Company Secretaries (CS)MCA-registered CS handling all corporate compliance matters

🔐

SEBI Registered AdvisorLicensed investment advisory for mutual funds, securities and PMS

🛡️

IRDAI Authorised AgentCertified to offer life, health and general insurance across all major insurers

Who We Are

Our Mission & Vision

Our Mission

Empowering Financial Freedom

To make expert financial guidance accessible to every Indian business and individual — by delivering transparent, technology-driven, and outcome-focused services across investments, compliance, insurance, and legal registrations.

Our Vision

Leading Financial Partner in Eastern India

To become the most trusted, one-stop financial services firm in Eastern India by 2030 — recognised for excellence in CA/CS services, investment advisory, and client-first values that create lasting financial security for every client we serve.

What We Believe

Our Core Values

🤝

Client First

Every decision we make is driven by what's best for our client, not what's easiest for us.

🔍

Transparency

Clear communication, honest pricing, no hidden charges — ever.

⚡

Speed & Accuracy

Deadlines matter. We deliver fast without compromising on precision.

🔒

Confidentiality

Your financial data is treated with the highest level of privacy and security.

🌱

Long-term Thinking

We build strategies that serve clients for years, not just one-time transactions.

🎯

Result-Oriented

We measure our success by the financial outcomes we deliver for our clients.

Our Story

A Decade of Trusted Service

From a small CA practice in Kolkata to a comprehensive financial services firm serving 500+ clients — our journey has been driven by one purpose: helping Indians achieve financial security and business success.

2010

Founded in Kolkata

Started as a chartered accountancy practice focused on Tax Filing and Book-Keeping for local businesses in North Kolkata.

2013

Expanded to Compliance & Registration

Added ROC Filing, Company Incorporation and GST services to cater to growing startup ecosystem demands.

2016

Launched Investment Advisory

Obtained SEBI registration and launched Mutual Fund and SIP advisory services — now managing ₹50 Cr+ in client investments.

2019

Added Insurance Vertical

Became an IRDAI-authorised agent offering life, health, shop, and home insurance from all major Indian insurers.

2024

500+ Client Milestone

Crossed 500 active clients and 10,000+ compliance filings, cementing our position as Eastern India's most trusted financial firm.

Leadership

Business & Finance Consultant with 18+ years of Expertise

Helping individuals & SMEs with investment, financial security, tax planning, business health diagnosis, accounting and compliance, automation, and startup strategic growth.

Supported by a Certified & Expert Professional Team, we focus on practical advice, timely execution, and long-term financial confidence.