About Us
Welcome to Derivative Global Financial Services where financial expertise meets personalized service with a Client-Centric approach. We offer a wide-range of best-in-class and value-based Financial Products & Services for Individuals, Families & Businesses. At Derivative Global Financial Services, we understand that everyone’s financial journey is unique and we are dedicated in guiding our clients towards their financial goals with clarity and confidence.
We believe in building long-term relationships based on trust, transparency, and a deep understanding of our clients' needs and aspirations. Whether you are an individual Planning for an Education or Retirement, securing a mortgage, Growing or Protecting your wealth or optimizing your tax strategy or an organization seeking funds for business growth, we are here to provide customized solutions that align with your unique Objectives, Dreams, Goals and Aspirations.
Our Vision
Our Vision is to be recognized as a Preferred & Trusted Partner of choice in Financial Services space.
Our Value Proposition
Our Value Proposition to our customers is based on the foundation of our Practice, Experience & Expertise in Financial Services Space over a decade and offer them value based on the following Principles:
Client-Centric Approach: We prioritize understanding of our Customers’ Objectives, Dreams, Goals & Aspirations and we Design, Develop & Demystify various options & strategies to help them achieve financial security and prosperity. We have a profound experience & deep understanding of Customers’ Evolving requirements in their Financial Journey.
Domain Expertise: With a more than a decade of extensive experience & deep understanding of the financial services industry, we align the clients' evolving Financial Needs, Goals, Aspirations & Objectives with Financial Products & Services. We regularly keep a watch on Financial Services space and bring the best-in-class Financial Products & Services to our Customers.
Long-Term Relationships: Our emphasis is on building long lasting relationships based on trust, reliability, and exceptional service to ensure our customers' interests always come first. We find solutions at different stages of Financial Life for our Customers.
Personalized Service: We understand each & every client is unique and we pay attention to Customers’ specific goals, preferences and circumstances, where we align & customize the solutions with Cutting-Edge Options made available to our customers.
One-Stop Financial Solutions: We offer a holistic suite of Financial Products & services to address all the aspects of Financial Life under one roof. We Offer a Superior & Value-based Financial Products & Services across spectrum with continuous exploration to bring the best to our customers that are available or introduced in the Market Place.
Holistic & Proactive Approach: We take a holistic Approach in deriving solutions and consider all the factors & elements which influence & impact the outcomes and we proactively communicate the options to our customers & help them to make the best choice and develop a roadmap for achieving Goals and Aspirations.
Integrated & Customized Financial Services: We offer an Integrated and Customized Financial Services and continuously explore various Financial Options and simplify the Complexities & Enhance Transparency in Financial Products & Services and stay ahead of the curve in order to help our customers to take effective & optimal financial decisions.
Awards & Recognition
Received Award from Mr. Uday Kotak, Chairman, Kotak Mahindra Asset Management Company Limited for “Client First Approach”.
Received Award from Mr. Nimesh Shah, MD & CEO, ICICI Prudential Asset Management Company Limited for Keeping the “Customer Interests in Forefront”.