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About Us

About Us

Goyama (गोयम)  relates to an ancient language the Prakrit  and  Sanskrit word- Gautama. Success and endurance are two words that describe the best Goyama. Established in the year 2014, Goyama Financial Services is a trusted name in the financial industry. Our foundation is built upon a strong set of values that prioritize ethics, discipline, and commitment. As AMFI Registered Mutual Fund Distributors, we have a decade-worth of experience, catering to the diverse needs of our valued clients.

our vision

At Goyama Financial Services, our name symbolizes vision: to be the most trustworthy and reliable wealth management company by helping every investor achieve their dreams. We strive to be a beacon of financial guidance, empowering our clients to achieve their goals through sound advice and expert assistance.

our mission

Our mission is to be an integral part of your entire financial journey. We are dedicated to assisting you in creating long-term wealth predictably, while upholding the values of trust and compassion. We believe in a client-centric approach, where your needs take precedence over arbitrary targets. With our expertise and unwavering commitment, we aim to provide personalized solutions that align with your aspirations, ensuring a secure and prosperous future.

400 Cr+

Asset Under Management

15+

Years of experience

600+

Happy Clients

Our team of professionals holds various certifications and expertise in the financial sector.

NISM-Series-V-A: Mutual Fund Distributors Certification Examination

NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination

NISM-Series-X-B: Investment Adviser (Level 2) Certification Examination

FPSB's Certified Financial Planner designation

Our expertise encompasses a wide range of areas, including Certified Financial Goal Planner Advance Module, Financial Planning Beginners Module   and , Financial Markets Beginners Module, Financial Statements, Wealth Management Module, and Investment Analysis and Portfolio Management. This extensive skill set allows us to develop personalized strategies that align with our client’s financial goals and aspirations.

At Goyama Financial Services, we prioritize our client’s financial well-being above all We understand the importance of financial security and are dedicated to helping individuals and families achieve their financial objectives. With our expertise and commitment, we aim to provide reliable and efficient financial services that empower our clients to make informed decisions and  to secure their financial future.

Join us on this journey towards financial success, and let Goyama Financial Services be your trusted partner in navigating the complexities of the financial world.