Your Goals. Our Commitment.
Building trusted financial relationships through thoughtful guidance, transparent advice and goal-based financial planning.
Financial Guidance Built Around You.
Xavier Financial Services Private Limited is a financial services company committed to helping individuals, families and businesses make informed financial decisions. We provide professional guidance across mutual funds, insurance, stock market investments, PMS & AIF and financial planning.
With our Head Office in Ranchi and branch offices in Bokaro and Patna, we serve clients across Jharkhand and Bihar with accessible and relationship-focused financial services.
Our approach begins with understanding your financial goals, investment horizon and risk profile before discussing suitable financial solutions. We believe in transparent communication, disciplined investing and long-term financial planning rather than one-size-fits-all recommendations.
What Drives Us
Our philosophy is built around trust, inclusion and long-term financial growth.
Creating Financial Confidence
To become a trusted financial partner by helping people make better financial decisions and move confidently toward their goals.
Simplifying Finance
To provide transparent, innovative and client-focused financial solutions that create lasting value.
Relationships That Last
Integrity, transparency, inclusivity and commitment guide the way we work with our clients.
Trusted. Certified. Professional.
Our professional credentials reflect our commitment to responsible and trusted financial services.
Certified Stock Broker
Professional stock broking services.
Certified Insurance Distributor
Professional insurance distribution services.
Mutual Fund Distributor
AMFI Certified Mutual Fund Distributor.
ARN - 274692 | ARN - 276891More Than Financial Products
We focus on understanding people before recommending financial solutions.
Client First
Your goals and financial priorities remain at the center of our approach.
Holistic Approach
We look at your broader financial picture instead of isolated products.
Transparent Advice
Simple communication helps you understand your financial choices.
Long-Term Focus
We believe meaningful financial growth takes discipline and patience.
Leadership That Inspires Confidence.
Rozer Richi Lakra
Founder, Director & CEOCFA | CMA (US) | Certified NISM Distributor
At XFSPL, our mission is to simplify finance and create lasting value for our clients. We believe strong financial relationships are built on transparency, integrity and a long-term perspective.
We Believe In Diversity.
Different people. Different goals. One commitment — financial growth.
Start Your Journey