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16+ Years of Experience

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2500+ Happy Clients

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About Us

Driven by Knowledge, Built on Trust

Welcome to Knowledge First Financial Services Pvt. Ltd, your trusted financial companion in India. We understand that your financial journey is more than just numbers it's a story of dreams, aspirations, and the legacy you want to leave behind. At Knowledge First Financial Services Pvt. Ltd, we are driven by the belief that everyone deserves a secure and prosperous future.

16+ Years of Experience

Proven track record of success and stability in the financial sector.

Wealth-Building Focus

Committed to helping clients achieve long-term financial growth.

Strong Leadership

Led by a visionary team with strategic expertise and integrity.

Diversified Investments

Smart asset allocation to manage risk and maximize returns.

Team hands stacked in unity
Our Partners

Trusted by Leading Product Partners

At , we collaborate with a wide range of top AMCs and product partners to offer you the best financial solutions. Below is a showcase of our esteemed partners click on any logo to explore more about their offerings.

SBI Mutual Funds
Aditya Birla Sun Life Mutual Funds
AXIS Mutual Funds
Bajaj Finserv Mutual Funds
Bandhan Mutual Fund
Bank of India Mutual Fund
Baroda BNP Paribas Mutual Fund
Canara Robeco Mutual Fund
DSP Mutual Fund
HDFC Mutual Fund
HSBC Mutual Fund
Invesco Mutual Fund
Kotak Mutual Fund
Mirae Asset Mutual Fund
Motilal Oswal Mutual Fund
Nippon India Mutual Fund
NJ Mutual Fund
Tata Mutual Fund
Union Mutual Fund
UTI Mutual Fund
WhiteOak Capital Mutual Fund
Motilal Oswal PMS
Motilal Oswal Asset Management

Appreciation Award – Outstanding Contribution

by Motilal Oswal Asset Management

Bajaj Finserv Asset Management

Mega Trends Fund Growth Award

by Bajaj Finserv Asset Management

ICICI Prudential AMC

₹10000 CR For Contributing to the Success of ICICI Prudential Flexicap Fund

by ICICI Prudential AMC

Axis Mutual Fund

Partnership Excellence Award

by Axis Mutual Fund

Bandhan Mutual Fund

Certificate of Appreciation – Business Cycle Fund

by Bandhan Mutual Fund

ICICI Prudential Mutual Fund

NFO Success Recognition Award

by ICICI Prudential Mutual Fund

Motilal Oswal Wealth Management

Glorious Years of Association – 15 Years

by Motilal Oswal Wealth Management

Awards

A Journey of Success: Fueled by Client Love and Trust

Our consistent dedication to client success has earned us industry awards and recognition. These honors reflect our commitment to ethical practices, innovative strategies, and real results for every investor.

Funds

Top Performing Funds

Explore the funds which gives you better return with our guidance & support. Fund List 

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Our Team

People Behind Your Portfolio

We’re a team of AMFI, NSE, BSE, MCX-registered experts who help you plan, track, and tweak your investments.

Dr. Sanjeev Kumar

Dr. Sanjeev Kumar

Founder & CEO

Pratyush Gupta

Pratyush Gupta

Chief Technology Officer

Krutika Dethe

Krutika Dethe

Branch Manager

Testimonial

Real Reviews People Like You

The Choice of Thousands — See Why

From young professionals to HNIs, here’s how they saved taxes and built wealth.

Sanjeev ji has been a great advisor recommending financial planning at various life stages. His bouquet-based investment approach and regular reviews make investing goal-oriented and effective. His client-centric approach reflects deep knowledge and experience.

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Ashish Mishra
Ashish Mishra

Investor

Sanjeev Kumar has been providing services to me and my family for more than 12 years. His transparency, trustworthiness, and timely service have always resulted in a win-win experience. We are extremely satisfied and look forward to expanding our association further.

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Rajiv Gaikwad
Rajiv Gaikwad

Family Investor

The sincerity and eagerness of the Knowledge First team has been a pleasant surprise. Their services are prompt, transparent, and extremely patient. Mr. Sanjeev Kumar and the entire team are dedicated and have made investing stress-free. Highly recommended.

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Mrinal Savkar
Mrinal Savkar

Client

Dr. Sanjeev is a very knowledgeable advisor. His guidance since 2019 has proven absolutely correct over time. He always gives confidence to stay invested and not panic. The Knowledge First team is proactive and responsive, and monthly discussions help in understanding market direction.

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Kiron Shenoy
Kiron Shenoy

Investor

We have been working with Dr. Sanjeev Kumar for over 15 years. He is a thorough gentleman with excellent communication and professional knowledge. His staff is helpful and quick in resolving issues. He goes out of his way to solve problems and provides trustworthy advice.

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Surendra Mehta
Surendra Mehta

Long-Term Investor

I have had the pleasure of leaning on Dr. Sanjeev Kumar from Knowledge First Financial Services Pvt. Ltd. for several years. Sanjeev and his team do not push products, instead they provide transparent, well-researched advice while keeping our risk profile in mind. I would happily recommend their services to anyone seeking guidance in their investing journey.

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Rana Chowgule
Rana Chowgule

Client

Blogs

Our Latest News & Articles

Blog 1

07 Jan 2026

Mutual Funds & SIPs: The Smart Way to Build Long-Term Wealth

Read More →
Blog 2

07 Jan 2026

Goal-Based Wealth Planning: Invest with Purpose, Not Guesswork

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Blog 3

07 Jan 2026

Wealth Management & Research Advisory: Why Expert Guidance Matters

Read More →
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Faqs

Frequently Asked Questions

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