About Kokas Finserv
Helping investors navigate mutual funds with structure and discipline.
Kokas Finserv Private Limited is a premier mutual fund distribution company dedicated to helping individuals and institutions build sustainable wealth. As a registered distributor with the Association of Mutual Funds in India (AMFI) holding ARN-214977, we bridge the gap between complex financial markets and your personal financial goals.
2013
Company incorporated
ARN-214977
AMFI registration number
Mumbai, India
Registered office
3 Categories
Equity, Debt & Hybrid
Our story
Built to simplify mutual fund investing
Kokas Finserv Private Limited was founded on a simple observation: most investors don't struggle because mutual funds are a bad idea — they struggle because the sheer number of schemes, categories, and market noise makes it hard to act with confidence.
We set out to be the structured, dependable layer between investors and the market — offering access to a diverse range of mutual fund schemes across equity, debt, and hybrid categories, backed by a repeatable, data-driven process rather than guesswork.
Today, our primary focus remains the same: assisting clients in navigating their investment journeys through structured, data-driven fund selection and regular portfolio tracking — as a registered distributor, in full compliance with AMFI norms.
What we stand for
Our operating values
Goal-first, not product-first
We start every relationship by understanding what you're investing for, then map schemes to that goal — not the other way around.
Transparent by default
As distributors, we're compensated by AMCs. We disclose this openly and never let it drive what we recommend.
Structured, data-driven process
Fund shortlisting follows a documented process across consistency, risk-adjusted returns, and fund-manager track record.
Registration & corporate details
- Company Name
- Kokas Finserv Private Limited
- AMFI Registration Number
- ARN-214977
- Corporate Identification Number (CIN)
- U67100MH2013PTC244723
- Registered Office
- C-125, Station Plaza, Station Road, Bhandup West, Mumbai City, Mumbai, Maharashtra, India, 400078
Start the conversation
Let's structure an investment plan built around your goals.
A no-obligation consultation with our team — we'll review where you stand today and outline how a structured, well diversified mutual fund portfolio could take you forward.
Illustrative diversified allocation
For illustration only. Actual allocation is tailored to each client's goals, horizon, and risk profile.