Home - Candor Finserv

Financial Services

Financial planning is the process of setting goals, evaluating your current financial situation, creating a plan to achieve those goals, and regularly reviewing and adjusting the plan as needed.

Retirement planning is the process of setting financial goals and developing strategies to ensure a comfortable and financially secure retirement. It involves estimating retirement expenses, determining sources of retirement income, and creating a savings and investment plan to achieve retirement objectives.

Mutual Fund & SIP

Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities. They are managed by professional fund managers who make investment decisions on behalf of the investors.

Insurance

Insurance is a financial product that provides protection against the risk of financial loss. It works by transferring the risk of loss from an individual or entity to an insurance company in exchange for payment of a premium.

Corporate Investment

Corporate investments in mutual funds (MFs) are common as they offer a diversified investment option with professional management.

Tax Planning

Tax planning in investments involve strategies aimed at minimizing tax liabilities and optimizing after-tax returns on investment income and gains. These strategies are designed to take advantage of tax laws, exemptions, deductions, and incentives to reduce the amount of taxes owed on investment activities.

NRI Corner

Non-Resident Indian (NRI): An Indian citizen who stays abroad for employment or carrying on a business or vocation outside India or for any other purpose indicating his intention to stay outside India for an indefinite period.

Education & Vacation Planning

Education & Vacation planning refers to the financial strategy of setting aside funds specifically designated for leisure activities, such as vacations or travel. It involves incorporating these expenses into one's overall financial plan, budgeting for them accordingly, and possibly even investing money with the goal of generating returns to fund future vacations.

Welcome to CANDOR FINSERV, where we understand the importance of securing your financial future. Our financial planning services are designed to provide customized solutions, tailored to your individual goals and needs. Let us help you build your wealth and create a secure tomorrow!

Financial Services has become the most important subject in one’s priorities of life. The smooth financial life throughout the life span of an individual can be achieved through proper and early personal Financial Services with an interaction and association of an expert..

CANDOR FINSERV is an investment planning and distribution company founded by Mr. Manjunatha KN, CFP®, Founder & CEO in December 2002 who is a Certified Financial Planner®, and specializes in catering to your financial needs by following these seven steps of Financial Planning! Establishing Goals, Assessing Risk, Analysing Your Cash Flow, Protecting Your Assets, Evaluating Your Investment Strategy, Estate Planning and Implementing & Monitoring Your Decisions.

CLIENTS

100 +

AUM

0 cr +

AWARDS

10 +

YEARS EXPERIENCE

0 +

Call us

01. Establish Goals

Identify and define specific financial objectives and milestones to work towards.

02. Assess Risk

Evaluate the level of risk tolerance and potential hazards that could impact financial plans.

03. Analyze Your Cash Flow

Review income and expenses to understand spending habits and financial patterns.

04. Protect Your Assets

Develop strategies to safeguard assets against potential risks and uncertainties.

05. Evaluate Your Investment Strategy

Assess current investment portfolio and determine its alignment with financial goals and risk tolerance.

06. Implement & Monitor Your Decisions

Put the financial plan into action and regularly review progress to adjust as needed for optimal results.

Ramesh Kallayil, Gauthami Ramesh

Wayanad, Kerala

"We have known Manjunath for over 16 years now and started by SIP through him in the form of a small investment. I was 34 years of age then. We retired in 2017 at which point I was 48. Now I am 55 years old and have been retired for the last 7 years and doing what I love to do most and that is travel. All this was possible only because my wealth planner did a great job of investing my money in the right funds. My trust in Manjunath was 100% and that sure has paid off. What I liked about the individual is the honest explanation of the expectation I can have in the form of returns and must admit he has always been conservative, and I have got more return than what I was prepared for. Must say he and his team at candor promise less and deliver more."

Jamuna

IT Professional, Bengaluru

"Happy to be associated with you for 20+ years. You have helped me to put dreams into perspective and work to achieve dreams. I believe the basic qualification for a financial advisor is to be a good listener and you are an incredible listener and an incredible advisor. More than an advisor, you are a trusted guide throughout my financial journey. Your advice has been instrumental in achieving my financial goals and today I am more confident financially than before. Thanks for all your support, guidance and time (where most of the advisors lagging in this) Today I am overwhelmed to see the success of climbing each milestone. Thankfully I am in the right hands, wishing to continue this successful journey together for many more years. Lastly, Candor FinServ always exceeds our expectations not just one year, every year consistently!!"

CP Ramakrishna

Vizag, Andra Pradesh

"It has been a great experience with you for the last 20+ years. Your consistent focus towards assessment of individual customer needs and thereby scheduling timely transactions is a great value add and is highly appreciated. I am delighted with the vast financial services that you and your Candor staff have been providing all these years. My money is growing on its own (yes ... through your timely help) and I have peace of mind to retire any time soon. I wish you and your family "All the best"; and wish you many more happy moments!"

Shyamprakash & Shanthala

Bengaluru

"Candor Finserv is the go-to place for anybody's financial planning. Thank you so much for being an incredible advisor. You constantly help me by Reviewing the portfolio in achieving my goals and needs. The service too is top class. I wouldn't hesitate to recommend this place for investment and planning and would say one of the best organizations which I have come across in my span of 22 years investment journey ‎"

Dr Umesh

Cardiovascular Surgeon, Manipal Hospital

"Our family has known Manjunath since 2014 and he has been advising and helping with our finances since then. He has an excellent personalized approach and makes an effort to understand our financial situation, needs and goals. He also meets us at a periodic interval to review the portfolio and make necessary changes. Overall, we are very happy with the services provided by team Candor."

Lavanya Suresh

Project Manager, Ibm

"We had the pleasure of meeting Mr. Manjunath, from that moment, our financial journey transformed. His expertise and guidance have steered us through more than a decade of financial decisions with unparalleled clarity and assurance. With Mr. Manjunath's adept management, we've navigated our investments seamlessly, alleviating any prior confusion or uncertainty. Regular consultations have ensured our financial plans align seamlessly with our goals, granting us the peace of mind to lead a truly burden-free life. Our sincerest gratitude to Mr. Manjunath for his invaluable contribution to our financial well-being."

Nudgenext And Family

India

"It's been a journey of over 15 years with Candor Finserv and trust underlines this relationship. Our family members' and group businesses' wealth are fully managed by Mr. Manjunath. He has served as an excellent advisor on all financial matters going beyond just XIRR. We have always appreciated their transparency and commitment."

Bharath Veeraradhya

Bengaluru

"I am extremely happy to say that my experience with Candor Financial Services is excellent. They give attention to every detail right from the beginning of understanding my financial goals, having periodical reviews, giving insightful informations in our investment journey. Whenever I had any query about financial investments, they have always provided me with the right guidance, and this speaks about the depth of experience and knowledge they have. And they have an amazing team who provide great support. Overall, I can proudly say that I am very glad to be associated with CFS and appreciate all the great work they do."

Sridhar A R

Bengaluru

"The foremost concern for any individual who wish to invest in any financial company is the Trust. CFS has garnered the trust of its wide customer base over a very long period of time. Any investment is an individual’s hard-earned money and unless it is invested in a secure and intelligent manner, there is a risk of losing the same. CFS is not only securing the investment, is also ensuring decent returns. A commendable service to the investors. Even though the company has grown big over the years, there is no discrimination between small and big investors. This is helping the small investors also to fulfill their financial goals. I wish CFS a big success in the coming years and help the community in reaching their financial goals."

Ramesh Kumar M

Bengaluru

"It’s been over a decade of association with Manju and Candor Finserv and their service is exceptional. I always think about the first discussion with Manju which changed the complete trajectory about how he made us understand what is financial planning and why we should do it and how it helps in long run, after this talk way back in 2011 which is when we started our association and Manju made us financially stronger and independent and helped build confidence and realize our dreams without being stress of financial uncertainty. Manju is the one who made this happen and he is a very knowledgeable, he puts himself into customer’s shoes and suggest what’s right and important at that given point and he will ensure to live our dreams TODAY! We would like to thank Manju and Candor for effective finance management with discipline, planning, and continuous monitoring to achieve financial goals and security. We are looking forward to stronger years ahead! "

Reshma N R

Manager, Automobile Industry

"My association on Finance planning with Mr. Manjunath started in Year 2007, as my working carrier had started. Manjunath has Vivid Holistic view, Knowledge and future forecast on Market behaviors, trends. His planning always ensured customer financial needs of present and retirement plan is well taken care. Mr. Manjunath is the best finance planner whom I am come across and have complete trust & Confidence on his knowledge & Capabilities. "

Ravindra Aduri

Bengaluru

"As the life progresses and in monetary terms, in no time, today’s necessity becomes a luxury tomorrow which appropriates the Sanskrit saying “धनं मूलं इदं जगत्. To negotiate this challenge, one must plan the finances well in advance and you will definitely need a good financial planner, even though you think you are good at it and also the relationship between you and your financial planner can never be a Vendor-Vendee relationship where the relationship ends with the sale of a commodity. It’s after all your life and it’s a journey and you need a confidant on whom you can entrust this responsibility. Candor Finance Services is my trusted confidant as far as my financial planning and wellbeing is concerned and I am associated with them since it’s natal stages or say for the past 15 years. They are professional, hardworking, trust worthy and yet more importantly it’s like talking to a family member. I strongly recommend their services, in case if you too are akin to my thoughts above. Wishing Candor all the very best and keep the flag flying. "

Krishna Prabhu

Senior Director And Head Of B2b And Warehousing Business Flipkart

"It's my fortune that I met Manjunath accidentally at the HDFC Life office MG Road while I was solving a dispute with the company. This 2 minute of interaction has grown into a 2 decades of association and this has been a Journey of my Lifetime. This association is continuing to my next generation members and with my friend circle. Savings in MF at every opportunity was the secret tool he used that grew my net worth 50X times during this association. May it be traveling, buying a house or unplanned expenses I did not have to think twice. Thank you Manjunath and team for this wonderful support."

Raghavendra S K

Vice President/digital Solutions And It, Ud Trucks India Pvt Ltd

"It’s been an eye opener experience for us to understand comprehensive financial planning from life cycle perspective. Condor fin services helped us to build a realistic and futuristic plan for our dreams, considering various aspects i.e. social, economic, psychological, long/midterm dynamics. Most outstanding is the engagement while planning, execution, and review cycles that makes trustworthy partner” Thanks Condor Finserv and Mr. Manjunath for your valuable inputs to make it happen!! "

Finance

Which habits could be a hindrance to one’s financial freedom or independence ?

Finance

What are some of the emotions that influence investment decisions?

House On Coins And House Put On Calculator. Man's Hand Putting H

Finance

Is there a way to overcome emotions while investing?

What is Financial Planning?

Financial planning is the process of setting goals, evaluating your current financial situation, creating a plan to achieve those goals, and regularly reviewing and adjusting the plan as needed. It involves managing your income, expenses, investments, savings, and debts in a way that helps you achieve financial stability and meet your short-term and long-term financial objectives.

What is RISK Management?

Risk management in investments is crucial for protecting capital and achieving long-term financial objectives while minimizing the impact of market volatility and uncertainties.

Why does one need Life Insurance?

Determining whether you need life insurance depends on various factors, including your financial situation, dependents, debts, and future financial goals.

What is Retirement Planning?

What are Mutual funds?

Thank you for reaching out to CANDOR FINSERV! Please fill the form. Our team will contact you shortly.

Our Financial Services

Financial Services

Retirement Services

Mutual Fund & SIP

Insurance

Corporate Investment

Tax Planning

NRI Corner

Education & Vacation Planning

About Us

GET TO KNOW US

Let us help you build your wealth and create a secure tomorrow!

+91- 89040 56464

Financial Planning Process

Client Testimonials

Read Our Latest News.
Be in Trend

Which habits could be a hindrance to one’s financial freedom or independence ?

What are some of the emotions that influence investment decisions?

Is there a way to overcome emotions while investing?

Frequently Asked Questions (FAQ)

Our esteemed clients' presence

Get in Touch

Visit Us:

Mail Us:

Phone Us:

Send Us a Message

Our Financial Services

About Us

GET TO KNOW US

Let us help you build your wealth and create a secure tomorrow!

+91- 89040 56464

Financial Planning Process

Client Testimonials

Read Our Latest News. Be in Trend

Frequently Asked Questions (FAQ)

Our esteemed clients' presence

Get in Touch

Visit Us:

Mail Us:

Phone Us:

Send Us a Message

Read Our Latest News.
Be in Trend