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ABOUT BFS · FOUNDED 1999

Performance.
It's Who We Are.

Brothers Financial Solutions is a 25-year-old family-led wealth advisory firm. We manage ₹1,500Cr+ in assets across insurance, mutual funds, PMS, AIF and tax — for 12,000+ families who trust us with their financial future.

₹1,500Cr+
Assets Managed
12,000+
Clients Served
25+
Years Experience
99%
Client Retention
Read Our Story
“
Do it right the first time and do it well.
UK

Umesh Kedia

Founder & Managing Partner, BFS

Who We Are

Our Story

Brothers Financial Solutions (BFS) is a financial advisory firm creating tailor-made financial solutions for clients. We help manage investments and reach financial goals through our team of experts with over 25 years of experience.

Over the years, we have helped over 12,000 clients across the country, who continue to refer us for our services — a huge testimony to our ideology.

Founded by Umesh Kedia, BFS has grown from a single-office practice in Kolkata into one of Eastern India's most trusted wealth advisory firms, managing ₹1,500Cr+ in assets across insurance, mutual funds, PMS & AIF.

Since 1999

25+

Years of Excellence

₹1,500Cr+

AUM

40+

Partners

7

Verticals

What We Stand For

Our Core Values

Four principles that guide every recommendation, every review, every conversation.

Integrity

Every recommendation is driven by what's right for you — not commissions or targets. Our reputation is built on decades of honest, transparent advice.

Trust

12,000+ clients trust us with their life savings. That trust is earned through consistent performance, clear communication, and putting your interests first.

Transparency

No hidden fees, no fine print, no surprises. You deserve complete clarity on where your money goes and how it's working for you.

Expertise

Our team brings 25+ years of combined experience across insurance, mutual funds, PMS and AIF. Every client gets specialist advice.

Our Mission

Asset Allocation & Asset Protection

We combine the two most important principles in financial planning. Among the several investment and protection alternatives available, we create unique combinations tailored to each client's needs.

We realise the importance of having a clear financial plan. Our focus is on understanding your unique goals and objectives — personalised strategies are devised around your goals to help you make smart financial decisions with lasting impact.

Our 7 Verticals

Insurance
Mutual Funds
PMS & AIF
Wealth Management
Equity

The BFS Edge

Why BFS

Four reasons 12,000 families stay with us year after year.

Family-first firm

Founded by Umesh Kedia and run as a family practice — not a quarterly-target corporate. We're in this for generations.

Advisor-led model

Advisors are paid for retention and outcomes, not for pushing products. It shows in our 99% retention.

All 6 verticals under one roof

Insurance, MF, PMS, AIF, Equity, Wealth. Your relationship manager coordinates across every product — one point of accountability.

HNI / UHNI experience

We advise HNI and UHNI families, and the same rigour is applied to every client — regardless of cheque size.

FAQ

About BFS

Join 12,000+ families

Ready to Start Your Financial Journey?

Book a free 45-minute consultation with our senior advisors. We'll walk you through a complete financial health check — no obligations, no pressure.

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