Tax Planning [ Our Services ] Discover How Financial Planning Financial Planning help you make funds available when you need it most.
We can help you plan better.
Tax Planning [ Our Services ] Discover How Tax Planning Planning can help you rationalize your tax liabilities. Our systematic approach
can makes it easy for you to navigate through complex tax system.
Mutual Funds [ Product ] Discover How Mutual Funds Mutual funds reduce risk of direct investment in stock market.
We can help you identify high returns plans while minimizing risk to your investment.
General Insurance [ Product ] Discover How General Insurance Home Insurance, Motor insurance, personal accidental policy etc. are covered under
general insurance. We provide such services customized per client needs.
Health Insurance [ Product ] Discover How Health Insurance In case of unfortunate event, ensures protection against rising health expenses.
We can help you identify the plan which is right for you and your family.
Life Insurance [ Product ] Discover How Life Insurance In case of tragic event, Life Insurance ensures financial stability after life.
We can help you identify the plan which suits your priorities.
[About Us]

A Trusted Partner in Financial and Tax Planning Services

We are committed to provide Reliable and Professional Financial & Tax Planning Services to our clients to meet their growing needs.

We are dedicated to deliver actionable results in a tight knit bond with our clients to have a positive impact on the bottom line.

Our blend of systems and expertise allow you to achieving your financial ambitions and strategic goals confidently thus leaving you time to focus on your other priorities.

Ten+ Years of Experience in Financial Planning and Insurance Services.

Reliable advice backed up by value addition is one of our unique proposition that differentiates us from other vendors. This comprehensive approach of servicing our client base still keeps us at center stage among our happy clients.

Below are the financial services that Unique Financial Services offer to you.

Financial Planning

Our financial consulting services include providing assistance in preparing consolidated financial statements, management reports, budgets & forecast, and develop dashboards.

Mutual Funds

We have the breadth and depth of knowledge and technical expertise to help all clients who need support in identifying the right mutual fund plans as per client needs.

Health Insurance

We help our clients to identify the right plans and solutions for their health insurance and health-related employee insurance business needs.

Tax Planning

Our tax planning services covers processing complex scenarios, optimization of processes and identifying right strategies and individualized solutions as per the need of the client.

General Insurance

Our specialists in partnership with leading insurance companies in India helps our clients to identify the right insurance for their individual or business needs.

Life Insurance

We distinguish ourselves by providing individualized Life Insurance services that adds value to our clients’ priorities through improved mental peace and happiness quotient.

Why Choose Us!

We offer a wide range of financial consulting services and financial solutions to both individuals and organisations engaged in various streams. Our core competencies lie in our ability to help individuals, small and medium sized businesses to manage their financial health and to develop a sustainable competitive edge through our individualized plans and services.

Quality and Personalized Service

We take time to understand each client’s unique challenges and goals and provide solutions tailored to them. We maintain a one to one relationship with the client.

Unbiased Advice

Our advice is focused on what is in the best interest of the client, and is not influenced by hype and market hearsay. Thus our planning advice is trustable & clients rely on us.

Client First Approach

We base your financial plan keeping your needs under consideration to manage your life, goals and ambitions. We understand that this isn’t just about today rather it’s also about tomorrow.

80 +

Projects Done

1000 +

Happy Clients


Awards Won

10 +

Experience Year

[Since 2006]

Experience In Financial Planning

We offer a wide range of financial planning services and solutions to individuals and organisations in various sectors. Our core competencies lie in our ability to help small and medium sized businesses to maximize revenue, generate growth and to develop a sustainable financial health through our individualized services and solutions.


Our Mission

Our mission is to provide valued and trusted financial and tax planning advice and to build strong and long lasting relationship with our clients by providing a multitude of quality, cost effective and time-bound services which are personalized and value-driven through high ethical and professional standards.

Our Vision

Be a global leader by delivering high quality of standards in financial planning services to our customers.


Our Client Reviews

Our more than 10 years of rich financial planning experience gives us the edge over competition. Our ethical approach ensures the client satisfaction and thus their further trust in our services.

  • Client Image

    I know Manish Sehgal Since many years now and i can vouch for his integrity when it comes to money matters.

    • Sukhvinder Singh
    • Founder
  • Client Image

    Manish is trustable and can be relied on when it comes to get investment advice. He handholds you until you achieve your financial goals.

    • Devendra Mahajan
    • Manager
  • Client Image

    We as client fully trust Manish with our hard earned money and rely on his expert advice to achieve our Financial Goals.

    • Swapnil Nagar
    • Designer
  • Client Image

    Manish and team is countable and can be trusted for a better advice when it comes to do small to medium-sized investments.

    • Devesh Arora
    • Manager

Get a Free Consultation on your Financial Planning needs

We would be happy to help.