About Us

Tanna Finserv


Welcome's You

We, on behalf of Tanna Finserv, welcome you to our website. This is a small attempt from our side to provide all our customers, accurate information & services they might require on their fingertips at a time of their convenience.

We have been working as a customer focused distributorship since 24 years. We believe in keeping ourselves continuously updated by a strong regimen of self-study & engagement in industry level trainings & seminars. Through this we are able to ensure a relevant & current solution for our clients at all times. We also mentor our team on a regular basis to maintain their excellence levels. Perhaps that is also one of the reasons that we currently service many customers & providing services to huge policyholder base with ease.

We as a TEAM :

We are having a Personalized Customer Service desk, and a technically well equipped office. Our organization is made up of young, expert and dynamic team of 5 prolific grounds men each specializing in their respective domains. Till date we have sold 4447 Individual as well as family Insurance policies. Also assisted several clients with their various financial requirements. To update ourselves we do constantly participate in various Educational Seminars & Courses.

Achievements Section :

  • Managing more than 100 CR business till 2025
  • MDRT Qualifier- 14 times
  • Qualifying for Shatak Veer
  • 5 times crorepati in a year
  • CM club member

Please do go through the website & utilize the services provided. Hope you like it & looking forward to your continuous feedback on the same.

To be added soon

Priyanshu B. Tanna

SEBI registered IFA

ARN119467 & EUIN E-183966

To be added soon

Bharat Tanna

SEBI registered IFA

ARN26176 & EUIN E-044509

To be added soon

Kundan B. Tanna

SEBI registered IFA

ARN294073 & EUIN E-553599

Risk factor

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

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