One Source Financial Services — Your One Stop Place for Investments. AMFI Registered Mutual Fund Distributor (ARN-48230).
7/115-A Swaroop Nagar, Kanpur, UP
About One Source Financial Services
One Source Financial Services was founded with a simple yet powerful belief: every individual deserves honest, unbiased, and goal-oriented financial guidance. With over two decades of experience in the financial services industry, we recognized that successful investing is not about chasing market trends, but about understanding each client's aspirations and creating disciplined, long-term investment strategies.
Goal-Based Financial Planning
Dedicated Relationship Management
Transparent & Ethical Guidance
Regular Portfolio Reviews
Our mission is to simplify investing and empower our clients to build, grow, and preserve wealth through honest guidance, personalized financial planning, and a long-term partnership built on trust.
Our vision is to redefine wealth management by creating a culture of trust, transparency, and excellence, where every client experiences personalized financial guidance and the confidence to achieve their life's aspirations.
Our Principles
Guided by ethics, transparency, and a long-term commitment to client success.
We uphold the highest standards of honesty, ethics, and professionalism in every interaction. Trust is the foundation of every relationship we build.
Our clients' goals and best interests always come first. Every recommendation is guided by their unique financial needs and long-term aspirations.
We believe in clear communication, straightforward guidance, and complete transparency, empowering clients to make informed decisions with confidence.
We strive for excellence in everything we do by combining industry expertise, continuous learning, and disciplined processes to deliver exceptional service.
Financial markets evolve, and so do we. We embrace innovation, technology, and ongoing learning to provide smarter solutions and superior experience.
Our Working Process
A structured, research-backed methodology designed around your unique life goals.
Our recommendations are backed by disciplined research, careful fund selection, and long-term consistency.
01Experience seamless investing with digital onboarding, online portfolio access, and instant tracking.
02Markets evolve, and so should your portfolio. We conduct periodic reviews and rebalance when required.
03Wealth is built over years. We partner with you at every stage of your life journey with continuous support.
04
Founder & Managing Partner
One Source Financial Services
Meet the Founder
Prerna Sehgal is the Founder of One Source Financial Services with over two decades of experience in the financial services industry. With a client-first approach, she believes in understanding each client's unique financial goals before recommending suitable solutions — built on integrity, transparency, and long-term relationships. Under her leadership, One Source Financial Services helps individuals, families, professionals, and business owners navigate complex financial decisions and achieve long-term wealth confidence.
Our Testimonials
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Marketing Director
"From logo design to marketing campaigns, everything was flawless. Our sales and online engagement have doubled since the rebranding."
Marketing Director
"From logo design to marketing campaigns, everything was flawless. Our sales and online engagement have doubled since the rebranding."
Marketing Director
"From logo design to marketing campaigns, everything was flawless. Our sales and online engagement have doubled since the rebranding."
Our FAQ’s
Have questions about investing, regulatory registrations, or working with One Source Financial Services? We're here to assist you.
