About Us
Welcome to Kavya Financial Services, your trusted partner for all your financial needs. We specialize in providing comprehensive solutions for loans and insurance, ensuring you get the best services tailored to your requirements.
With years of expertise and a customer-centric approach, we aim to simplify the financial process and make it stress-free for you. Whether you're looking for Education Loan, Loan Against Property, Home Loan, Working Capital Loan (CGTMSE), Cash Credit (CC), Overdraft (OD), Term Loan, Machinery / Equipment Loan, Project Finance, Business Loan, Personal Loan, Auto Loan or Life & General Insurance
Why Choose Kavya Financial Services?
- Wide Range of Services: From loans to insurance, we cover all your financial needs under one roof.
- Expert Guidance: Our experienced team ensures you make the right financial decisions.
- Quick Approvals: We value your time and provide fast and hassle-free processing.
- Customer-Centric Approach: Your financial well-being is our priority.
At Kavya Financial Services, we believe in building long-term relationships with our clients by delivering transparent, reliable, and efficient services. Let us help you achieve your financial goals with ease and confidence.
Your dreams, our commitment!
Meet The Team
At Kavya Financial Services, our success is built on the dedication, expertise, and commitment of our dynamic team. Each member brings a wealth of knowledge and experience to ensure we deliver the best financial solutions to our clients.
Leadership Team
Milan Joshi
Founder & Financial Consultant
Milan Joshi, Founder of Kavya Financial Services, is a seasoned Financial Consultant with 21 years of experience. An expert in providing tailored loan solutions, he has assisted countless individuals and businesses in securing financial support, including home, personal, business, working capital loans and more. His extensive knowledge and customer-first approach have positioned Kavya Financial Services as a trusted name known for efficiency and empowering financial growth.
Krutik Thakkar
Head of Operations & Financial Consultant
Krutik Thakkar, a key team member at Kavya Financial Services, brings 21 years of experience in loans and insurance. Collaborating closely with Founder Milan Joshi, Krutik is dedicated to helping clients achieve their financial goals through personalized advice and seamless services. His expertise, commitment, and teamwork contribute significantly to Kavya Financial Services' reputation for excellence and customer satisfaction.
Ankur Shah
Head of Operations & Home Loan Expert
Ankur Shah, with over 16 years of experience in the home loan sector, has served as a Home Loan Sales Manager at ICICI Bank for 15 years and at Yes Bank for 1 year. His in-depth knowledge of the home loan market, customer-focused approach, and strong industry connections make him a reliable guide for clients. Now at Kavya Financial Services, Ankur is dedicated to helping individuals secure tailored home loan solutions to achieve their dream of homeownership.
Client Relationship Team
Our dedicated client relationship managers are the backbone of Kavya Financial Services. They work tirelessly to
Understand your unique financial needs.
Provide expert guidance on loans and insurance options.
Offer personalized support throughout the application and approval process
Nikita Panchal
Sales Coordinator & Telemarketing Specialist
Nikita Panchal is a seasoned professional with 12 years of experience in sales coordination and telemarketing within the financial services sector. She began her career with ICICI Bank, excelling in customer communication and sales support. Currently, she is an integral part of Kavya Financial Services, where her expertise and dedication ensure seamless client interactions and contribute to driving customer satisfaction.
Advisory & Support Team
Behind every successful solution is a team of advisors and support staff who work diligently to analyze, plan, and execute financial strategies.
Financial Advisors: Help you choose the best options from our range of products.
Loan Process Experts: Ensure your applications are processed quickly and accurately.
Insurance Specialists: Tailor policies to meet your specific needs and future goals.
Let Our Team Help You Today!
Whether you’re looking for a loan, insurance, or financial advice, our team is here to guide you every step of the way. Contact us today and experience the Kavya Financial Services difference!
Our Commitment
The team at Kavya Financial Services is dedicated to providing transparent, efficient, and client-focused services. With a shared passion for empowering our clients, we work together to help you achieve financial success.