Invest with Confidence
Helping you plan a bright future!
Financial Consulting, with a Personal Touch
Let's plan your brighter future!
Invest with Confidence
Helping you plan a bright future!
About Us
Who We Are...
Matrix Financial Services was founded by Dr. Gurmeet Singh, who has 21+ years of experience in finance with the vision to develop a trusted financial services firm of qualified value-driven professionals working as a cohesive team to solve the financial needs of our clients.
Our Clients choose Matrix because we provide customized financial solutions as per their financial needs and goals and they want to have a long-term relationship with us. Our equity investment and futures and options trading strategies are designed on the principle of “trade less and earn more”.
Why Matrix
What separates a successful investor or trader from an unsuccessful one is filtering information and data and making the right investment or trading decision at the right time using the right analytical tools. At Matrix, we imbibe these concepts in our decision-making process to help our clients achieve their financial goals and become successful.
What We Offer
We provide tailor-made financial solutions to our clients, according to their financial goals and needs from a wide range of financial services. Our client's investment risk is managed as per their risk tolerance and by our unique asset allocation strategies.
Our Services
Customized financial solutions with a wide range of products
Portfolio Management
Our Portfolio Management Service offers consistent returns with strong risk management and flexibility. This makes PMS an ideal choice for our HNI clients.
Mutual Funds
With our professional mutual fund portfolio management service our clients can achieve their financial goals at lower transaction costs, diversification, liquidity, and tax benefits.
Insurance
Our client can secure their financial freedom with our wide range of life, health & retirement solutions.
We also provide competitive and need-based car insurance solutions.
NPS
National Pension Scheme (NPS) India is a voluntary and long-term investment plan for retirement under the purview of the Pension Fund Regulatory and Development Authority (PFRDA) and the Central Government.
Deposits & Bonds
A one-stop solution for investors looking for a fixed and high-interest rate for a specified period.
Algo Trading
We offer an advanced AI-enabled algo trading system for emotion-free and rule-based execution of trades with high-speed execution and accuracy.
Come & Join Us
Contact Us
Better yet, see us in person!
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Hours
Open today | 09:00 am – 06:00 pm |
By Appointment Only
Our Association
