About us

Milestone Financial Services, founded in the year 2005, is an independent Investment services firm built upon a foundation of professionalism, trust and integrity. We complement our services with robust execution capabilities and attentive client service.

Our Mission


To help our customers achieve financial independence and a reliable future.

Our Core Team


Arjun Rebelo & Suraj Betkikar , Partners at Milestone , are Alumni of the Goa Institute of Management. Between them they have varied experience in the financial services industry since 2003. Members of the team are also Certified by the Financial Planning Standards Board of India.

Our Culture


Our culture is built upon us striving to deliver high quality service to all of our clients by cultivating a firm that is attentive to the needs of our clients, upholding the highest ethical and fiduciary standards, providing independent and objective advice.

Our Credentials


Our team is certified by Association of Mutual funds of India (AMFI), NSE's Certification in Financial Markets (NCFM) in Capital Markets, Derivatives & Depository Services, BSE certification for Capital Markets, Insurance Regulatory Development Authority (IRDA), Financial Planning Standards Board of India - Certified Financial Planner.