About us
Leo Peter
- Founder
StraightForward Finserv founded by Mr. Leo Peter, is a comprehensive financial solutions firm founded dedicated to helping individuals, families, professionals, and businesses make confident, well-informed financial decisions.
Our firm is built on a legacy of leadership at India’s most respected financial institutions. Leo served as Regional Head for Kerala at 360 ONE Asset, a leading wealth-focused AMC, where he managed a substantial portfolio of wealth products for high-net-worth clients and institutions. Earlier, as Business Head of Kerala at BSE Ltd, he drove investor awareness initiatives across the region and helped build trust in capital markets among everyday investors.
With over 16 years of expertise in the financial services sector he now leads StraightForward Finserv with a simple promise: transparent strategies, performance-driven results, 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.