About - CS Finserve

About company

Delivering trusted financial solutions.

CS Finserve is a client-focused financial services firm with over 30 years of experience, dedicated to helping individuals and businesses protect, grow, and manage their wealth with confidence. Through transparent advice, disciplined planning, and deep industry expertise, we guide clients toward informed financial decisions and long-term stability.

We provide personalized financial solutions across investments, insurance, portfolio management, and real estate, aligned with individual goals and risk profiles.

Our services
30+
Years of experience

100+

Client portfolios managed

Successfully supporting investors across mutual funds, equities, insurance, and fixed-income products.

98%

Client satisfaction

Driven by transparency, consistent performance tracking, and long-term relationship management.

Process cycle
Smart and effective financial solutions

1994

Foundation in Fixed Deposits & Insurance

Built expertise in fixed deposits and general insurance with a focus on capital safety and basic financial protection.

2001

Entry into Life Insurance Solutions

Expanded into life insurance advisory, supporting families with income protection and long-term financial security.

2005

Mutual Funds Partnership

Partnered with Sundaram Mutual Funds, delivering disciplined investment solutions backed by over 20 years of experience.

2015

Portfolio Management Services

Introduced customized, research-driven portfolio management for long-term wealth creation.

2020

Alternative Investment Solutions

Expanded into alternative investments to enhance diversification and return potential.

2025

CS Finserve Takes Shape

CS Finserve emerged as a unified platform offering integrated financial and advisory solutions built on trust.

Our Leadership, Your Confidence

Meet the Mind Behind CS FINSERVE

Visionary co-founder with disciplined financial expertise

THILAKA S
Co-Founder

Client-centric thinker shaping smart financial solutions

BALAKRISHAN C.S
Co-Founder
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