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Your Financial Goals,
Our Expertise

PK Financial Services helps you build, grow and protect your wealth with expert guidance in Mutual Funds, Insurance, Tax Planning, and more โ€” tailored to your life journey.

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8+Years of Experience

Welcome to PK Financial Services

We are an AMFI-registered Mutual Fund Distributor based in Lucknow, dedicated to helping individuals and families achieve their financial dreams through smart, personalised planning.

Our team brings deep expertise across mutual funds, insurance, retirement planning, and tax optimisation โ€” always putting your interests first.

  • โœ“AMFI Registered Mutual Fund Distributor
  • โœ“Personalised financial roadmaps for every life stage
  • โœ“Transparent advisory with no hidden charges
  • โœ“Dedicated relationship manager for every client
  • โœ“Regular portfolio review and rebalancing
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Happy Clients
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Client Satisfaction
What We Offer

Our Best Services

Comprehensive financial solutions designed to help you at every stage of life.

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Planning

Education Planning

Secure your child's future with dedicated education funds and SIP-based investment strategies.

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Planning

Marriage Planning

Plan weddings and major life events with goal-based investments that grow with time.

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Planning

Retirement Planning

Build a robust retirement corpus through NPS, PPF, and mutual funds for a stress-free future.

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Investments

Mutual Fund Investments

Expert guidance on equity, debt, hybrid, and ELSS funds. Start SIP from just โ‚น500/month.

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Insurance

Life & Health Insurance

Compare and buy the best term life, health, and ULIP plans with complete claim support.

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Tax

Tax Saving Solutions

Smart ELSS investments, NPS deductions, and 80C planning to minimise your tax burden.

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Financial Calculators
Plan smarter with our free tools
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SIP Calculator
Monthly SIP returns
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Lumpsum Calculator
One-time investment
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Loan / EMI
Monthly EMI & interest

Get One Personalised Financial Plan for Yourself

Client Stories

What Our Clients Say

"
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PK Financial Services helped me start my SIP journey 5 years ago. Today my portfolio is up 3x. Their personalised approach and regular reviews make all the difference!

R
Rajesh Gupta
Business Owner, Mainpuri
"
โ˜…โ˜…โ˜…โ˜…โ˜…

I was confused about where to invest my retirement savings. The team explained everything clearly and set up a diversified plan that gives me peace of mind.

S
Sunita Sharma
Government Employee, Agra
"
โ˜…โ˜…โ˜…โ˜…โ˜…

Their tax planning advice saved me over โ‚น80,000 last year! Highly professional and always available. I refer all my friends to PK Financial.

A
Anil Verma
Software Engineer, Noida
Reach Out

Get In Touch With Us

We'd Love to Hear From You

Whether you're just starting your investment journey or want to review your existing portfolio, our expert advisors are here to help.

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Address
Sector-16A/232, Vrindavan Yojna-4, Raebareli Road, Lucknow - 226029
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Working Hours
Monโ€“Sat: 9:00 AM โ€“ 6:00 PM

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Stay Informed

Latest News & Insights

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15 May 2026Mutual Funds

Top 5 ELSS Funds to Invest in for FY 2026-27

Save tax and build wealth simultaneously. Here are the best ELSS funds based on 3-year performance.

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02 May 2026Financial Planning

Why Every 30-Year-Old Should Start Retirement Planning Now

Compound interest works best over time. Starting at 30 can completely change your financial future.

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20 Apr 2026Insurance

Term Insurance vs ULIP: Which Is Right for You in 2026?

A complete comparison of term plans and ULIPs to help you choose the best life insurance product.

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Over 8 Years of Experience โ€” We Ensure You Always Get the Best.

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