Built on trust. Backed by 20 years of experience.
Honest advice, deep expertise, and a relationship-first approach to your family's financial future.
A practice built on honest advice.
Founded by Rakesh Kori in 2004, Kori Financial Service has grown into one of the most trusted family financial advisory practices in the region. We don't sell products — we build long-term relationships rooted in transparency, education and outcomes.
For over two decades, our work has been guided by a simple belief: every family deserves a personal financial advisor who actually picks up the phone. From a child's first SIP to a parent's retirement plan and everything in between, we sit on the same side of the table as you.
We blend deep expertise across LIC, mutual funds, health & general insurance and fixed income with patient, jargon-free guidance — so every client feels confident about where their money is going and why.
Empower every family with clarity and confidence over their finances.
Be India's most trusted family financial advisory practice.
Two decades of growth
A timeline of milestones built on the trust of families like yours.
Started as a passionate LIC advisor in Maharashtra.
Expanded to AMFI-registered mutual fund distribution.
Crossed 500 actively managed family portfolios.
Added health, motor, travel and property insurance.
A multi-generational practice trusted across India.
A practice families come back to — generation after generation.
Every recommendation is independent, transparent and goal-aligned. No hidden fees. No pressure. Just honest, lifelong advice.
Relationship-first
We're advisors for life — not for one transaction.
Transparent advice
You see exactly why each product is recommended.
Education-led
We explain in plain language so you make confident decisions.
End-to-end claim help
Our team personally handles your claims — start to finish.
Family-centric
We plan across generations — children, parents and partners.
Annual reviews
Portfolios are reviewed twice a year and rebalanced as life changes.
Protect first. Then grow.
Real wealth is built when life insurance, health cover, emergency reserves and disciplined investing work together. Our planning starts by securing what you have, then layers in long-term growth through mutual funds, fixed income and goal-based planning — so a single bad year never derails decades of progress.
Adequate life, health and asset insurance for your family's stage of life.
Goal-aligned mutual fund and SIP strategies built for the long term.
Smart cash reserves and FDs so you're never forced to sell at a loss.