The story behind building wealth and a better future
Mathew Finserv was founded to solve a simple problem: too many families were being mis-sold financial products and left to manage their money on their own. For over 24 years, we have offered a better way — providing clear, honest, and goal-based financial advice designed around each client’s needs.
Three decades, one belief
A distinguished start in insurance
Began his career in insurance advisory, earning MDRT every year, along with Court of the Table and five consecutive years at the Top of the Table.
Into mutual funds
Completed the LUTCF certification and expanded into mutual fund distribution, helping families participate in India's long-term growth.
Mathew Finserv is established
As the practice grew, Mathew Finserv was established to serve more families with the same standard of advice and personal attention.
A trusted name in Central India
Today the firm looks after over ₹300 crore of investments for 2,500+ families, recognised across Central India for responsive service, fair advice, and long-standing client relationships.
Our vision
To help every family we work with build lasting wealth through informed, unbiased decisions, and to remain a trusted partner in their financial journey for generations.
Our mission
To give clear, honest, goal-based advice that puts client interests first, and to help every family we serve make steady progress toward the life they want.
The people who lead Mathew Finserv
Mathew P Joseph
Three decades of advice you can trust.
Mathew leads the firm’s advice and investment philosophy and stays personally involved in client relationships. His record includes MDRT for all 24 years of his membership and Top of the Table honours.
Kathreena Mathew
Care and relationships that last.
Kathreena oversees client relationships and day-to-day care at Mathew Finserv. She makes sure every family is looked after with attention and follow-through, long after the plan is made.
What we stand for
Fairness first
We'll tell you when not to invest. Your interest comes before any sale.
Plain speech
No jargon, no hype. You'll always understand where your money is going.
Proactive care
You hear from us before markets fall — not only after.
Built to last
We plan for generations, not quarters. That's why families stay.
Let's write your family's next chapter.
Thirty years of fair guidance, now working for you.
Talk to Mathew Finserv