About us
Leo Peter
- Founder
StraightForward Finserv is a one point solution financial services firm committed to helping individuals, families, professionals and businesses make better-informed financial decisions.
Founded by Mr. Leo Peter, we build on a legacy of leadership at India’s leading financial institutions. Leo has served as the Regional Head – Kerala at both 360 ONE Asset, one of the country’s leading wealth-oriented AMCs, and BSE Ltd (erstwhile Bombay Stock Exchange). At 360 ONE Asset, he worked closely with UHNI,HNI clients and institutions catering AIF,PMS, SIF and mutual fund solutions. At BSE Ltd, a regulatory organisation, he championed investor awareness programs along with enhancing business and strengthened the trust in capital markets for common man. Working on both sides of the market, with a wealth manager’s view of the sector and an exchange’s view of what investors actually need, gives him a rare and well-rounded perspective.
With over 16 years of expertise in the financial services sector, he now leads StraightForward Finserv with a simple promise: Transparent strategies, process driven perfomances, and long-term partnerships that grow with your wealth.
- Our Core Values
Integrity
We believe trust begins with honest communication and responsible conduct.
Transparency
We explain product information, processes, costs and risks as clearly as possible.
Commitment
We remain dedicated to supporting clients before, during and after product implementation.
Client-First Thinking
Every conversation begins with the client’s needs, responsibilities and goals.
Professionalism
We aim to maintain high standards in communication, documentation and service coordination.
Long-Term Relationships
We focus on building relationships that continue through changing financial goals and life stages.
- Why Straight forward Finserv
From wealth accumulation to legacy planning — we act as your trusted partner covering investments, insurance, tax efficiency, and succession planning.