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About the firm

About Shiva Financial Services

Helping individuals, families and businesses make informed financial and compliance decisions.

Shiva Financial Services logo: a tree with people growing beneath its branches, with the words Rooted in trust, growing your tomorrow
The firm

Who we are

Shiva Financial Services is a financial and business services firm at 05 Swapn Lok Colony, Dohra, Bareilly. It helps people with mutual fund investments, health, life and general insurance, MSME / Udyam registration and GeM services, all through one point of contact.

The firm is led by its proprietor, Naresh Kumar Maurya. Its mark shows a tree with people growing beneath its branches, and its motto reads People. Plans. Prosperity. Together. That idea shapes how we work: we start with the people involved, build a plan around them and measure progress over time.

Registrations

Registered, and easy to verify

Both registrations can be checked on the official portals. What each one covers, and what it does not, is set out below.

  • The AMFI registration

    The ARN registers Shiva Financial Services to distribute mutual fund schemes, and it is valid for the period shown. It is a distribution registration. It is not an endorsement of any scheme and not a guarantee of returns.

  • The Udyam registration

    Udyam registration records the business with the Ministry of MSME as a micro enterprise engaged in services. It is a government record of the enterprise. It is not a licence to carry on financial services.

  • How distributors are paid

    On regular plan mutual fund investments, distributors may receive commission from the asset management company. Direct plans are bought from the fund house without a distributor. We explain the cost of any option before you invest.

Our clients

Who we serve

  • Individuals

    People who want to start saving through a SIP, protect their health or income, or insure a vehicle.

  • Families

    Households planning for children's education, protection against the unexpected and long-term goals.

  • Businesses

    Small enterprises and entrepreneurs who need Udyam registration or want to sell to government buyers on GeM.

Services

What we help with

Six services, each with its own page that explains the process and answers common questions.

  • Mutual Funds

    Systematic investing, SIP planning and goal-based guidance, matched to your time horizon and how much risk you are comfortable with.

  • Health Insurance

    Individual and family health cover, with help comparing policies and understanding waiting periods, exclusions and claims.

  • Life Insurance

    Term and life cover that keeps your family's plans steady if your income stops, chosen against your real responsibilities.

  • General Insurance

    Motor, vehicle and other general insurance, with renewal assistance and support with your policy after purchase.

  • MSME / Udyam Registration

    Udyam registration assistance with clear document guidance and support through each step of the process.

  • GeM Services

    Seller registration, profile setup and onboarding guidance for the Government e-Marketplace.

Our approach

The same working method applies to a SIP, a policy or a registration.

  1. 01

    Listen first

    We begin by understanding your situation, your goals and your concerns.

  2. 02

    Explain plainly

    We use everyday language, in Hindi or English, and we explain the trade-offs.

  3. 03

    Recommend with reasons

    You get a clear suggestion and the reasons behind it. The decision is yours.

  4. 04

    Handle the paperwork together

    We list the documents, check them with you and guide you through each form.

  5. 05

    Review over time

    We check in when your life or business changes, and at renewals.

Service philosophy

Clear guidance, honestly given

We believe good financial decisions come from understanding. Our job is to make the choices clear enough that you can decide with confidence and without pressure.

Where an outcome depends on someone else, we say so. Fund returns depend on markets. Claims are decided by insurers. Registrations follow government rules, and orders on GeM depend on buyers. We promise clear guidance and careful support, and we do not promise results that are not ours to give.

Support

Human support and long-term relationship

Every enquiry is read and answered by a person. You can message or call 7060001335, send an email, or visit the office in Dohra, Bareilly. Talk to us in Hindi or English, whichever is easier for you.

Financial needs do not stop after one purchase. Policies renew, children grow, businesses expand and goals move. We aim to be the firm you come back to when those changes arrive.

NM
The proprietor

Naresh Kumar Maurya

Proprietor

Naresh Kumar Maurya leads Shiva Financial Services from its office in Dohra, Bareilly. To discuss your requirement, message or call 7060001335.

Send an EnquiryCall 7060001335
Talk to us

Talk to Shiva Financial Services

Tell us what you are planning. We will listen, explain your options and suggest the next step.

WhatsApp Us (opens in a new tab)Call 7060001335

Prefer to write? Send an enquiry

हिंदी या अंग्रेज़ी, दोनों में बात करें।