Founded in 2005, Milestone Financial Services is an independent financial services firm built on trust, integrity, and professionalism — delivering efficient execution and responsive client support at every step.
Our Core Team
Arjun Rebelo and Suraj Betkikar, Partners at Milestone Financial Services, are alumni of the Goa Institute of Management. Together, they bring over 40 years of extensive and diverse experience in the financial services industry.
Our MISSION
To empower our clients to pursue financial independence with confidence and long-term stability.
Our culture
It is defined by service excellence, ethical conduct, and a client-first mindset. We are committed to maintaining the highest standards of integrity while remaining responsive and attentive to the evolving needs of those we serve.
Our credentials
Our team holds key industry certifications and registrations, including AMFI, NISM (Capital Markets, Derivatives & Depository Services), BSE, IRDAI
These credentials reflect our commitment to professional standards, regulatory compliance, and continuous industry knowledge.
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