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How It All Started

→ YS Financials was founded in 2021 with a cause: bringing transparency in financial eco-system. The founders wanted to become a bridge between customer and complex financial institutions, so they started simplifying all the information around financial services.

→ Our operating philosophy is being based on the principal tenet of ‘consumer-centricity’, the company has consistently invested to deliver excellence in customer servicing, product innovation and value-for-money services. We are protecting consumers from mis-selling and preventing from wrong information.

→ The company offers complete range of financial services ranging from Income Tax Filing, Financial Planning, Investments, Health Insurance, Life Insurance, Travel Insurance and Personal Accident Cover in retail segment. And services like GST, Accounts&Audits, Group Insurance, Marine Insurance, Fire insurance and Property Insurance in corporate segment. With 24x7 support team the company has been offering seamless customer service to its customer.

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Our Philosophy

→ The three core philosophy: Integrity, Innovation and Transparency are the guiding principle in the journey of company towards excellence. We believe that greatness of a business is not determined by the number of product or services but the number of satisfied lives.

→ Operational excellence and customer centric approach are the key element of our culture which constantly reminds to strive for highest standard of quality. We strongly believe in business ethics rather numbers and growth and advocate adherence to process and defect free service delivery.

→ We encourage continuous improvement by listening to feedback and analysing our processes. Staff must inculcate a sense of pride in adhering to the highest standards which include ethical standards, professional integrity, corporate governance and regulatory and statutory compliance.

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Our Mission

Financial literacy is an essential component for the economic growth and prosperity of any country. It refers to the knowledge and skills required to understand and manage personal finances effectively. Our primary objective is to promote financial education and empower individuals with the knowledge and tools necessary to make informed decisions about their finances. We believe that everyone should have access to financial education, regardless of their background or level of income. Our mission is to provide accessible and comprehensive financial education to everyone and to help them build a solid foundation for a secure financial future.

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Our Values

YS Financials has always been a values driven organization. These values continue to growth and business of YS Financials. We are fair, honest, transparent and ethical in our conduct; everything we do must stand the test of public scrutiny. We integrate environmental and social principles in our businesses, ensuring that what comes from the people goes back to the people many times over.