Est. November 2018 · Bhilwara
Built on Trust.
Driven by Purpose.
Deft Services is a Bhilwara-based financial product distribution firm helping individuals and families build wealth with clarity, discipline, and complete transparency.
₹130 Cr+
Mutual Fund AUM
2,000+
Happy Clients
18+ Yrs
Combined Expertise
Since 2018
Deft Services
Our Story
From a shared vision of honest, goal-based financial planning — to one of Bhilwara’s most trusted wealth advisory firms.
Deft Services was founded in November 2018 by Deepak Jain and Sonal Jain — two professionals who believed that every individual deserves access to unbiased, well-structured financial advice, regardless of their wealth or background.
What started as a focused boutique practice has grown into a full-service financial distribution firm managing over ₹130 crore in mutual fund assets for more than 2,000 clients across Bhilwara and beyond.
We combine deep financial expertise with a modern, client-friendly approach — ensuring every interaction is rooted in transparency, long-term thinking, and genuine care for your financial wellbeing.
Our goal has never been to just sell products — it is to build financial futures that our clients can rely on for generations.
— Deepak & Sonal Jain, Co-Founders
Meet the Co-Founders
Deft Services is a Bhilwara-based financial product distribution firm helping individuals and families build wealth with clarity, discipline, and complete transparency.
Deepak Jain
Co-Founder · Financial Advisor
With over 18 years of experience spanning banking, insurance, and wealth management, Deepak brings unmatched depth to every client engagement. Before co-founding Deft Services, he held key leadership roles at AU Small Finance Bank, Max Life Insurance, MetLife India, and Yes Bank — earning multiple awards for performance and client service.
He specialises in goal-based investment planning, HNI wealth management, and designing diversified portfolios that balance growth, stability, and risk — always with a strong compliance-first mindset.
Mutual Funds
Life Insurance
HNI Advisory
Asset Allocation
Bonds & FDs
Sonal Jain
Co-Founder · Digital Creator & Client Experience
Sonal brings a unique creative edge to Deft Services — a graduate of Fashion Designing from Delhi, she channels her keen design sensibility and eye for detail into building the firm’s brand identity, digital presence, and client communication.
As the face of Deft Services’ digital outreach, Sonal ensures that complex financial concepts are communicated in a clear, warm, and visually engaging way — making financial planning feel accessible and approachable for every client, new or experienced.
Brand Identity
Digital Content
Social Media
Client Relations
Visual Communication
What We Stand For
Our values are not just words — they are the foundation of every conversation, recommendation, and relationship we build.
Goal-Based Planning
Provide expert and personalized financial advice to help clients make informed decisions about their finances.
Complete Transparency
Have a team of professional financial advisors who have extensive experience and knowledge in the financial industry.
Long-Term Relationships
Take a customer-focused approach, prioritizing client satisfaction and providing ongoing support & guidance.
Protection First
Accessible & Affordable - Offer affordable financial products and services that are accessible to individuals and businesses of all sizes.
Disciplined Execution
Committed to providing clients with the best possible financial products and services and striving for excellence in all that they do.
Financial Education
We empower our clients with knowledge — so that every decision they make is informed, confident, and aligned with their personal vision.
Ready to Start Your Financial Journey?
Whether you are just starting out or looking to grow your existing portfolio, our team at Deft Services is here to guide you every step of the way.