Meet the Founder
Lokesh Kumar Yadav
Founder, F4 Finserv
With over 11 years of rich experience in the financial sector, we bring deep industry expertise, practical insights, and a client-first approach to every financial journey.
Our professional experience spans reputed institutions such as ICICI Bank, Axis Bank, and ICICI Prudential AMC, along with extensive exposure to the education, financial advisory, and telecom sectors.
This diverse background empowers us to offer unbiased, personalized, and result-oriented financial guidance designed to help clients achieve both their short-term financial needs and long-term wealth creation goals with confidence and clarity.
11+
Years of Experience
Mrs. C.B. Yadav
Head, Customer Support & Operations
Mrs. C.B. Yadav serves as the Operations & Customer Support Head at F4 Finserv. She is dedicated to ensuring transparency, operational efficiency, and regulatory compliance in mutual fund distribution services.
She manages daily operations, ensures smooth client servicing, maintains documentation accuracy, and oversees compliance with SEBI, AMFI, and other regulatory guidelines. Her responsibilities include investor onboarding, transaction processing, KYC compliance, audit coordination, and maintaining effective operational relationships with AMCs and RTAs.
Mrs. Yadav gives the highest priority to accuracy, discipline, and integrity in her work. She believes that strong compliance and well-structured operations form the foundation of investor trust and long-term business success.
Her professional approach, accountability, and commitment to service excellence play a vital role in providing clients with a safe, simple, and reliable investment experience. F4 Finserv aims to deliver trustworthy, transparent, and long-term financial solutions to investors.
Qualifications & Expertise
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