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About CBFS

Crystal Ball Financial Solutions

At CBFS, we are dedicated to helping individuals and businesses across India achieve financial security and long-term growth. With services ranging from mutual fund distribution and investment advisory to insurance, loan solutions, and capital bonds, we provide a one-stop destination for all your financial needs.

💼 Who We Are

We are a team of experienced financial advisors who believe in simplifying complex financial decisions for our clients. Whether you’re looking to invest for the future, safeguard your family with insurance, or secure funding for personal or business needs — we offer trusted, personalized solutions backed by years of experience.

Our wide range of financial products and services include:

  • Mutual Fund Distribution

  • Investment Advisory

  • Fixed Deposits (FDs)

  • Capital Bonds

  • Sovereign Gold Bonds & ETFs

  • NPS, PPF & SSY

  • Life and General Insurance

  • Loan Facilities:

    • Home Loan

    • Personal Loan

    • Car Loan

    • Business Loan

    • Education Loan

    • Working Capital Loan

    • Term Loan

    • Construction Loan

    • Project Loan

Every recommendation is tailored to match your risk appetite, goals, and life stage.

  • Personalized financial planning for every client

  • All major investment, insurance & loan products under one roof

  • Transparent advice with long-term focus

  • Trusted by individuals and families across India

  • End-to-end support from consultation to documentation

CBFS is your partner in every step of your financial journey

Personalized Advisory

We offer investment advice tailored to your financial goals, risk level, and timeline.

Trusted Experience

Years of market experience help us deliver consistent and reliable financial outcomes.

Diverse Product Portfolio

Access mutual funds, FDs, insurance, bonds, and more — all under one roof.

Transparent Process

Clear communication, no hidden fees — everything explained before you make a move.

Client-Centric Approach

Every solution we suggest is focused on your success, not sales or commissions.

End-to-End Support

From consultation to claim support, we guide you through every financial step.