AMFI Registered Mutual Fund Distributor

Securing your financial goals, one systematic investment at a time.

Mutual fund distribution and comprehensive portfolio solutions for the long-term Indian investor. We help you cut through the noise and stay committed to your financial goals.

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Trusted Clients
0+
Years of Experience
Our Expertise

Strategic investment solutions for every stage of your financial journey.

Mutual Fund Distribution

Data-driven fund selection across 40+ AMCs, optimized for tax efficiency and risk-adjusted returns.

Retirement Solutions

Inflation-protected strategies to ensure a comfortable, secure retirement corpus.

Tax Saving Solutions

Maximize savings through ELSS, capital-gains structuring and tax-efficient instruments.

Goal-Based Investment

Goal-based roadmaps tailored to your family, business and life milestones.

LIVE INTERACTIVE PREVIEW

Experience the Mutual Fund & Portfolio Operating System

Test drive the live modules: Portfolio Intelligence, SIP Calendar, AUM Snapshot, and Executive Cockpit.

CB FinServe
https://app.cbfinserve.com/portfolio
LIVE PREVIEW
CB FinServe
CB FinServe•

Portfolio Management

Enterprise Distribution Suite

Find investor portfolios
Select Investor:
VIKRAM MALHOTRAPAN: CEMPM****N (Minor)

AARAV SHARMA

ACTIVE

PAN: ABCPS****K

Total Invested
₹2,50,000.00
Two Lakh Fifty Thousand Rupees Only
Current Value
₹3,25,000.00
Three Lakh Twenty-Five Thousand Rupees Only
Total Gain
+₹75,000.00
+30.00% absolute gain
Annualized Return (XIRR)
+16.50%
Compounded annual growth
Portfolio Growth Timeline

Cumulative invested capital vs current portfolio market value

Invested Portfolio Value Profit Zone
Year 1Year 2Year 3Year 4Current
Fund Allocation Breakdown
Large Cap Bluechip Fund - Regular Growth
₹1,30,000.0040%
Flexi Cap Opportunities Fund - Regular Growth
₹97,500.0030%
Mid Cap Growth Fund - Regular Growth
₹65,000.0020%
Small Cap Discovery Fund - Regular Growth
₹32,500.0010%
Holdings Portfolio
4 schemes
SCHEME / FOLIOUNITSINVESTEDNAVCURRENT VALUEPROFIT/LOSS
Large Cap Bluechip Fund - Regular Growth
FOLIO-100234
1,250.00₹1,00,000.00₹104.00₹1,30,000.00+30,000.00
Flexi Cap Opportunities Fund - Regular Growth
FOLIO-100235
925.50₹75,000.00₹105.35₹97,500.00+22,500.00
Mid Cap Growth Fund - Regular Growth
FOLIO-100236
480.20₹50,000.00₹135.36₹65,000.00+15,000.00
Small Cap Discovery Fund - Regular Growth
FOLIO-100237
310.10₹25,000.00₹104.80₹32,500.00+7,500.00
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Free investment calculators to model your goals.

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Corpus Target

Goal Calculator

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Loan + SIP

Interest Neutralizer

Authorized Distributor of Leading AMCs

HDFC Mutual Fund
Kotak Mutual Fund
SBI Mutual Fund
Canara Robeco Mutual Fund
Nippon India Mutual Fund
About CB FinServe

Your trusted partners in financial growth and security.

We are a team of dedicated financial experts committed to providing personalized distribution and portfolio solutions, empowering you to make informed decisions and secure a prosperous future.

Founded on principles of transparency and trust, we bridge the gap between complex financial markets and your individual investment goals.

20+
Years Experience
900+
Clients Served
Investor first
Distribution aligned strictly to your investment goals and suitability. Your financial future is our priority.
Get In Touch

Your financial success starts here.

Reach out for a complimentary portfolio review. Our team is here to help with any questions or assistance you need.

contact@cbfinserve.com
+91 93413 98536