Mutual Fund Distribution
Strategic Portfolios, Aligned with Your Ambitions

We recommend mutual funds based on where you want to go, not just where the market has been. Every investment is aligned with your objectives not someone else’s returns.

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Portfolio Diversification & Risk Management
Resilient Planning. Real Protection.

We help you build a well-balanced portfolio by spreading risk across asset classes. The result? More stability, more clarity, and a strategy that holds even when markets don’t.

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Treasury Management for SMEs & Corporates
Your Capital, Working Smarter.

Idle capital is a missed opportunity. Our treasury management solutions help you optimise cash flow, improve returns, and manage financial risk with systems built for growth.

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Corporate Investment Planning
Financial Frameworks That Drive Business Growth

We work closely with founders and finance teams to build clear, actionable plans from budgeting and reserves to capital allocation and long-term expansion.

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Your Trusted Partner for Smart Financial Decisions

We help individuals, families, and businesses build lasting wealth through expert guidance and proven investment strategies tailored to your unique goals. Our comprehensive advisory services optimize portfolios using disciplined methodologies while maintaining the highest professional standards. With personalized support and continuous monitoring, we transform your aspirations into achievable milestones that grow with your life.

Our Financial Offerings

Wealth Management

Tailored wealth management strategies for your financial growth.

Investment Advisory

Strategic investment advisory tailored to your portfolio.

Navigate Your Future

Take control of your finances with expert strategies to grow, protect, and optimize your wealth.

Financial Consulting

Expert financial consulting for informed decision-making.

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Let’s Secure Your Dreams

Achieve financial freedom with
smart investments and
long-term planning.

Investment Advisory

Strategic investment advisory tailored to your portfolio.

Retirement Plans

Enjoy a stress-free retirement with secure savings, steady income, and expert planning.

Retirement Plans

Enjoy a stress-free retirement with secure savings, steady income, and expert planning.

About Us

Empowering Your WealthYour Trusted Financial Partner

At Yatish Financial Services, we proudly serve as a premier mutual fund distribution firm located in Kolkata, West Bengal, India. Our expertise spans across wealth management, financial consulting, investment advisory, financial coaching and comprehensive financial planning.

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Why Choose Us

We Have 20 Years of Experience in Financial Management

Empower clients with personalized financial strategies tailored to achieve their goals. We are committed to customer centricity, delivering exceptional service, and cultivating lasting trust.

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  • Exceptional Services
  • Commitment to Client
  • Expertise in Financial Strategy and Management
  • 20 Years Experienced
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Meet Anand : Your Personalized Wealth Planner

Financial Planner and Investment Advisor
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Beyond numbers and charts stands Anand, bringing more than 2 decades of Personal financial expertise to your wealth journey. His approach? Making complex financial planning feel like a conversation with a trusted friend.

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Yatish Financial Services

Why Choose Yatish Financial Services

A Legacy of Trust: 800+ Clients Served

When clients entrust us with their life savings, dreams, and future security, we don’t take that responsibility lightly. Our clients have made us their financial partner not because we promised them quick returns, but because we delivered on our word, year after year. Their trust is our greatest achievement.

Built on Solid Foundations, Guided by Wisdom

Since 2011, we’ve stood by our clients through market storms and celebrations alike. Our 2014 partnership brought together minds with one shared vision: your financial security comes first. We don’t just understand markets; we understand the weight of your trust.

Your Peace of Mind Is Our Priority

Your financial peace of mind begins with how we plan. Every portfolio we design is backed by thoughtful risk assessment, market research, and a long-term lens ensuring your investments are not just placed, but positioned.

Our Story, Told Through Numbers

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Our Blog

Latest Blog & Articles

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February 19, 2025

Welcome to WordPress. This is your first post. Edit or delete it, then start writing!

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Disclaimer: This calculator is for informational purposes only. Actual returns may vary based on market conditions and other factors. Please consult a financial advisor before making investment decisions.

Yatish Financial Services envisions a future where we are the premier choice for financial guidance. 

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Quick Links

Legal & Support

Contact Us

  • Apeejay House, Block - C, 8th Floor,
    15 Park Street, Kolkata - 700016, West Bengal, India
  • contact@yatishfinance.com
  • (+91) 3335391195 / (+91) 3335131005
  • (+91) 7003527739

© 2025 Yatish Financial Services. All Rights Reserved.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Terms and conditions of the website apply. Privacy policy of the website is applicable.

Yatish Financial Services is a Mutual Fund Distributor registered with AMFI.
AMFI Registration No.: ARN-99075.
Date of Initial Registration: 22-11-2014.
Current Validity: 21-11-2026.

Let's Plan Your Financial Future Together