About Us

We are your partners in navigating the complexities of the financial landscape. Founded with a commitment to making financial services accessible and transparent, we have evolved into a trusted leader in financial advisory and solutions.

About Us

About EXL Financial Services - Your Trusted Financial Partners

“Founded with the vision of making financial services accessible and transparent, EXL Financial Services has grown to become a leader in financial advisory and solutions. Our commitment to excellence and client success drives our approach, ensuring that we meet your financial objectives with the utmost integrity and expertise.”

Our Mission

To empower individuals and businesses to make informed financial decisions through top-tier advisory and innovative financial solutions.

Let's Work Together

Join us at EXL Financial Services where your financial goals become our mission.

We are committed to empowering each client with personalized financial advice and innovative solutions. Our collaborative approach ensures that we understand and meet your unique needs, helping you navigate the complexities of the financial world with confidence. Partner with us to transform your financial aspirations into achievements.

Our Process

Your Path to Financial Clarity

At EXL Financial Services, we are dedicated to making your financial journey smooth and fully transparent. Here’s a clear, step-by-step guide to how we collaborate with you to meet and exceed your financial goals:

Initial Consultation

We start by understanding your unique financial situation and goals through a personal consultation, ensuring we are perfectly aligned with your needs from the start.

Financial Assessment

Our experts conduct a comprehensive assessment of your financial status, using this data to craft strategies that are most likely to achieve your objectives.

Solution Customization

We tailor financial solutions that are specifically suited to your needs and aspirations, ensuring each strategy is personalized and effective.

Implementation

With your approval, we proceed to implement the agreed-upon financial strategies, turning plans into actionable and measurable results.

Ongoing Support and Review

Our commitment to your success extends beyond implementation. We provide ongoing support and periodic reviews to adapt your financial strategy as your needs and market dynamics evolve.

Meet our Founder

Meet the expert behind EXL Financial Services. Our Founder brings a wealth of knowledge and experience in finance, dedicated to guiding you to financial success.

Amit Gupta, the Founder of EXL Financial Services, brings over 19 years of extensive experience in the banking industry. His career is a testament to his dedication and excellence in the financial sector. Amit is passionate about customer service and continually strives to meet and exceed client expectations.

Amit specialzes in all aspects of lending, including residential, commercial, asset finance and Self Managed Super Funds. Over the last two decades, he has helped countless individuals and businesses realize their dreams of home ownership and wealth creation. His approach is not just about transactions; it’s about building relationships and providing tailored solutions that best fit the financial goals and objectives of his clients.

Amit’s extensive knowledge, paired with his genuine care for his clients well-being, makes him a go-to expert in the realm of finance and lending products. He navigates the complexities of finance with grace and professionalism, ensuring clients are in capable hands every step of their finance journey.

Outside of work, Amit is passionate about sports, especially cricket and football , and enjoys cooking various cuisines for family and friends in his spare time.

Testimonials

Amit assisted us in securing best rates for our property portfolio. He took time to understand financial position and advised on the advises the right product to suit our requirements. His personal touch ensures he is working with us throughout the journey of you owning a home. Always responds to your queries in a jiffy.

Amit was instrumental in securing our mortgage for an upcoming house settlement, especially when we faced delays with one of the big four banks. He understood our financial needs, guided us through the documentation process and securing investment loan. Loan settlement was completed within 5 days. Highly recommend his services for securing loan products.

EXL Finance provided complete financial situation for my lending requirements. Amit was very pleasant to deal with and was able to answer all my queries. Amit explained the process in detail and provide regular updates with regard to our home loan journey.

EXL Finance assisted us in getting our SMSF loan for commercial property approved within 2 days when we were struggling with timeline and no one else was able to assist us for the loan. Amit took time to understand the situation and provided solutions which enabled us to settle the purchase on time. Will surely recommend EXL Finance to friends and family.