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Brothers Financial SolutionsWealth Management
WhatsApp Us
25+ Years · 100x MDRT Certified

Trusted Wealth Advisors Across India

Your Wealth,
Expertly
Managed.

Personalized financial planning, wealth management, and insurance advisory — backed by 25+ years of expertise and a track record of helping hundreds of families across India grow and protect their wealth.

Book a Free Consultation Explore Services
0+HNI Clients
0+Years Experience
₹1,500Cr+AUM Managed
Assets managedSince 1999
₹1,500Cr+
100x MDRT
Certified Advisors
0x
MDRT Achievement
Million Dollar Round Table
0x
COT Recognition
Court of the Table
0x
TOT Qualifier
Top of the Table
0+
Years of Excellence
Est. in Kolkata, India

About BFS

Built on Trust.
Driven by Results.

Brothers Financial Solutions was founded by Umesh Kedia with a simple belief — that every family deserves access to expert financial guidance. For over two decades, we have been translating complex financial markets into clear, actionable strategies for our clients.

Our philosophy is simple: we grow when you grow. Every plan we design is tailor-made to your life goals, risk appetite, and legacy aspirations.

100x MDRT
20x COT
40x TOT
IRDA Certified
Umesh Kedia — Founder & Lead Advisor
25+ years of financial advisory experience. One of India's most decorated insurance and wealth advisors with continuous MDRT recognition since inception.
Our Commitment to You
We don't just manage portfolios — we build lifelong relationships. Every client gets a dedicated advisor, quarterly reviews, and a 24/7 WhatsApp support line.
Data-Driven, Human-Centered
We use institutional-grade research and analytics to inform every recommendation — while keeping your personal goals at the center of every decision.

What We Offer

Complete Financial Solutions

From wealth creation to wealth protection — we cover every aspect of your financial life under one roof.

All ServicesProtectionInvestmentPlanning
01
Protection
Life Insurance
Term, ULIP, endowment, and money-back policies from India's leading insurers. We ensure your family's financial security at every life stage.
Learn More
02
Coverage
General Insurance
Motor, home, travel, and business insurance from India's top providers. We compare plans across 25+ partners to find you the best protection.
Learn More
03
Strategy
Wealth Management
Comprehensive portfolio construction and management aligned with your long-term financial goals and risk profile. Institutional-grade strategy, personalized for you.
Learn More
25+Years Experience
40+Partner Companies
₹1,500Cr+Assets Managed
7Service Verticals

Our Products

Performance Metrics

Comprehensive financial products with live performance metrics and expert management.

All ProductsInsuranceInvestmentsPlanning
01

Life Insurance

Active Policies
2000+
Coverage ₹1000Cr+
Claim Ratio 99%
Partners 15+
Explore Life Insurance
02

General Insurance

Total Coverage
₹400Cr+
Policies 2000+
Claim Ratio 99%
Partners 25+
Explore General Insurance
03

Wealth Management

Assets Under Management
₹1,500Cr+
HNI Clients 200+
Experience 25+ Years
Explore Wealth Management
7Product Verticals
99%Claim Settlement
₹2500Cr+Total Coverage
5000+Active Policies

How It Works

Your Journey to Financial Freedom

A structured, transparent process that takes you from financial uncertainty to lasting prosperity.

01
Free Consultation
A no-obligation 45-minute session to understand your financial goals, current situation, and life aspirations.
02
Custom Plan
We design a personalized financial roadmap — investments and insurance — built around your specific goals.
03
Implementation
We handle all the paperwork, account setups, and fund allocations. You approve, we execute — seamlessly.
04
Ongoing Reviews
Regular portfolio reviews, market updates, and strategy adjustments ensure you stay on track as life evolves.
Ready to start your journey? Book Free Consultation

Client Stories

What Our Clients Say

Umesh ji has been managing my family's finances for 12 years now. The clarity he brings to complex decisions is unmatched. My portfolio has grown 3x in that time and I sleep soundly knowing it's in expert hands.
RS
Rajesh S.
Business Owner, Kolkata
I came to BFS with no idea about investments. They held my hand through everything — from my first SIP to buying a house. The team is patient, honest, and genuinely invested in my success.
PM
Priya M.
Software Engineer, Bengaluru

Our Leadership

The Minds Behind Your Wealth

Two generations of financial expertise — a father-son partnership trusted by hundreds of families across India.

Umesh Kedia
Founder

Umesh Kedia

Founder & Chief Managing Partner

Mr. Umesh Kedia has over 25 years of experience in advisory, financial consultancy and portfolio management. His achievements include 100 times MDRT, 20 times COT and 40 times TOT.

100xMDRT
20xCOT
40xTOT
25+Years
Devesh Kedia, CFA
Managing Partner

Devesh Kedia, CFA

Managing Partner

CFA Charterholder and CRISIL Certified Wealth Manager. Finance graduate from St. Xavier's College with expertise in research and financial markets.

CFA Charterholder
CRISIL Certified
St. Xavier's College

Why Choose BFS

Comprehensive Wealth Solutions

Advanced technology and expert guidance working together for your financial success.

Life & Health Protection

Comprehensive insurance coverage to protect your family's future and health from life's uncertainties.

Wealth Creation & Growth

Strategic investment solutions including mutual funds, PMS, and AIF to grow your wealth systematically.

Legacy Planning

Structured estate planning and wealth transfer strategies to secure your family's legacy for generations.

Trusted By

Our Clients

RSH GlobalRSH Global
FloraFlora
OrientalOriental
Satec EngineeringSatec Engineering
Kashish ParkKashish Park
LotusLotus
PresconPrescon
TransconTranscon
SinghiSinghi
NitinNitin
Austin PlywoodAustin Plywood
Pradeep Metal LimitedPradeep Metal Limited
AdhunikAdhunik
Adukia IndustriesAdukia Industries
RSH GlobalRSH Global
FloraFlora
OrientalOriental
Satec EngineeringSatec Engineering
Kashish ParkKashish Park
LotusLotus
PresconPrescon
TransconTranscon
SinghiSinghi
NitinNitin
Austin PlywoodAustin Plywood
Pradeep Metal LimitedPradeep Metal Limited
AdhunikAdhunik
Adukia IndustriesAdukia Industries
RSH GlobalRSH Global
FloraFlora
OrientalOriental
Satec EngineeringSatec Engineering
Kashish ParkKashish Park
LotusLotus
PresconPrescon
TransconTranscon
SinghiSinghi
NitinNitin
Austin PlywoodAustin Plywood
Pradeep Metal LimitedPradeep Metal Limited
AdhunikAdhunik
Adukia IndustriesAdukia Industries
PresconPrescon
TransconTranscon
SinghiSinghi
NitinNitin
Austin PlywoodAustin Plywood
Pradeep Metal LimitedPradeep Metal Limited
AdhunikAdhunik
Adukia IndustriesAdukia Industries
RSH GlobalRSH Global
FloraFlora
OrientalOriental
Satec EngineeringSatec Engineering
Kashish ParkKashish Park
LotusLotus
PresconPrescon
TransconTranscon
SinghiSinghi
NitinNitin
Austin PlywoodAustin Plywood
Pradeep Metal LimitedPradeep Metal Limited
AdhunikAdhunik
Adukia IndustriesAdukia Industries
RSH GlobalRSH Global
FloraFlora
OrientalOriental
Satec EngineeringSatec Engineering
Kashish ParkKashish Park
LotusLotus
RSH GlobalRSH Global
FloraFlora
OrientalOriental
Satec EngineeringSatec Engineering
Kashish ParkKashish Park
LotusLotus
PresconPrescon
TransconTranscon
SinghiSinghi
NitinNitin
Austin PlywoodAustin Plywood
Pradeep Metal LimitedPradeep Metal Limited
AdhunikAdhunik
Adukia IndustriesAdukia Industries

Get In Touch

Share Your Goals

Fill in your details and we'll get back to you within 24 hours.

Ready to Take Control of
Your Financial Future?

Book a free 45-minute consultation with our advisors. No obligations, no jargon — just an honest conversation about your goals.

Book on WhatsApp Call Us Now
+91 74398 33995 contact@brothersfinancialsolutions.com Kolkata, West Bengal, India