About Us

SRC Group was promoted by a team of finance professionals in 2015 with an objective to provide value added financial services. The Group focuses as a niche financial solutions provider in corporate finance and wealth management to Indian companies and high net worth individuals. SRC provides services for securities broking, wealth management, financial advisory, corporate finance, risk management and insurance broking.

Customer centric approach of SRC’s dedicated professional team has helped carve a niche for itself in financial services arena and won confidence of its clients. Clients of SRC are from a wide spectrum and comprise of Banks and other financial institutions, Mutual funds, Insurance companies, foreign institutional investors, public sector undertakings and government departments, private corporates, trusts and individuals.

Our Services

  • Mutual Fund

  • Fixed Deposit

  • Life Insurance

  • General Insurance

Info Center

We keep our tab on various news and performance in Mutual Fund Industry, to deliver the very best to our clients. Given below are few such section for your direct access and information, like- NFO information, Dividend announcements, Performance meter etc.

Downloads

Know your customer (KYC) is the process of a business verifying the identity of its clients. Know your customer processes are also employed by companies of all sizes for the purpose of ensuring their proposed agents, consultants, or distributors are antibribery compliant..

# Document Type Link
1 KYC Individual Form
2 KYC Non-Individual Form
3 Annexure KYC Non-Individual Form
4 KYC Change Form
# Document Type Link
1 PAN 49A New Form
2 PAN Change Form

Contact Us

Address

SRC FINANCIAL SERVICES
25, Mahendranath Roy Lane,
3rd Floor, Flat No.301
HOWRAH 711101
WEST BENGAL

Phone

+91 - 9836856528

Mobile

+91 - 9836856528

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