AMFI Registered Mutual Fund Distributor (ARN-48230) dedicated to helping families and individuals build, protect, and preserve long-term wealth.

Contact Info

Phone

+91 98891 93909

info@onesourcefinserv.in

Location

7/115-A Swaroop Nagar, Kanpur, UP

Call Us Any Time:

+91 98891 93909

Smart Financial & Wealth Solutions for Families

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Dedicated Partner Support

Founded by Prerna Sehgal (ARN - 48230), One Source Financial Services is Kanpur’s premier AMFI registered financial distribution firm managing ₹160 Cr+ AUM with 293+ satisfied clients.

Research-Driven Strategy

Founded by Prerna Sehgal (ARN - 48230), One Source Financial Services is Kanpur’s premier AMFI registered financial distribution firm managing ₹160 Cr+ AUM with 293+ satisfied clients.

Technology-Enabled Investing

Founded by Prerna Sehgal (ARN - 48230), One Source Financial Services is Kanpur’s premier AMFI registered financial distribution firm managing ₹160 Cr+ AUM with 293+ satisfied clients.

About One Source

Helping Individuals & Families Build, Protect & Preserve Wealth Since 2007.

Founded by Prerna Sehgal (ARN-48230 | Initial Reg: 01-Feb-2007 | Valid until: 08-Mar-2027), One Source Financial Services is Kanpur’s premier AMFI registered financial distribution firm managing ₹160 Cr+ AUM with 293+ satisfied clients.

AMFI Registered MFD (ARN-48230 | Valid until: 08-Mar-2027)
20+ Years Financial Experience

Goal-Based Portfolio Planning
Transparent Guidance & Disclosures

Our Services

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Mutual Fund Investments

Disciplined equity, debt, and hybrid mutual fund portfolios tailored to your financial goals, risk appetite, and time horizon.

Goal-Based Asset Allocation
Periodic Portfolio Reviews & Rebalancing
Transparent & AMFI-Registered Guidance

SIP & Wealth Planning

Build long-term wealth systematically with disciplined monthly contributions, rupee-cost averaging, and compounding benefits.

Automated Monthly Investments
Step-Up SIPs Aligned to Life Milestones
Inflation-Adjusted Corpus Building

Retirement & Tax Planning

Secure your post-retirement life and minimize tax liabilities legally with Section 80C ELSS schemes and structured retirement funds.

Inflation-Adjusted Retirement Corpus
Tax-Saving ELSS with Short 3-Yr Lock-in
Tax-Efficient Cash Flow Management

Corporate FDs & Fixed Income

Protect capital and earn predictable fixed yields with CRISIL/ICRA top-rated corporate FDs, government bonds, and SGBs.

High-Yield AAA/AA+ Rated Corporate FDs
Sovereign Gold Bonds (SGBs) & NCDs
Capital Safety & Regular Interest Payouts

Our Working Process

4 Simple Steps to Your Wealth Journey

A structured, research-backed methodology designed around your unique life goals.

Research-Driven Approach

Our recommendations are backed by disciplined research, careful fund selection, and long-term consistency.

Technology-Enabled Investing

Experience seamless investing with digital onboarding, online portfolio access, and instant tracking.

Regular Portfolio Reviews

Markets evolve, and so should your portfolio. We conduct periodic reviews and rebalance when required.

Long-Term Partnership

Wealth is built over years. We partner with you at every stage of your life journey with continuous support.

Why Choose Us

Trusted Wealth Solutions
One Source Expertise

We are dedicated to guiding your wealth creation
journey with disciplined goal-based planning,
transparent AMFI-registered guidance & unbiased support.

Goal-Based Wealth Planning

Empowering families, professionals, and business owners with structured SIPs, tax planning, and periodic portfolio rebalancing tailored to your life goals.