WEALTH MANAGEMENT
Wealth management is not only about investments and savings. It is far more wider term that encompasses all the aspects of a person’s and the family’s financial life.
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MUTUAL FUND
Mutual fund is an investment tool, where funds are collected from different interested investors and are invested in securities such as stocks, bonds, money market instruments and such assets.
Taxation
Wealth management is not only about investments and savings. It is far more wider term that encompasses all the aspects of a person’s and the family’s financial life. Over the period of your life wealth plays different roles for you. And hence, it is extremely important to plan all this in advance and be prepared for the future. We as a wealth management firm considers it as our duty to make this whole process a simple and easy to understand service for you.
Portfolio Management System
PMS is a tailor-made professional service offered to cater the investment objectives of different investor classes. The investment solutions provided by PMS cater to a niche segment of our clients. The clients can be Individuals or Institution entities with high net worth.
SIP
Systematic Investment Plan (SIP) is a disciplined way of investing, where you invest fixed amounts at a regular frequency (say, every month or quarter). It is bit by bit systematic investment.
Private Wealth Management
Private Wealth Management is an advisory practice that incorporates Financial Planning, Portfolio Management Services and other aggregated financial services for our clients. Basically, it is a practice of solving or enhancing our client’s financial situation and achieving their financial goals and needs through providing a full range of financial products and services.
Financial Planning Process
Financial Planning is a contract based on Fiduciary Relationship between the Planner and the Client. It is therfore very important that as a planner we explain your responsibilities, understand your expectations from us and at the same time define our deliverables including the scope, limitation, compensation/remuneration.
Investment Process
Kesari Financial Services has a team of highly experienced professionals from different industries. This expertise and knowledge enables us to provide the best investment experience and desired returns to our clients.
Corporate Bond & FD's
When most people think about fixed deposits, the first thing that comes to their mind is approaching a bank to open a fixed deposit.
Estate Planning
Estate planning is the process of arranging and planning your succession and financial affairs. Estate planning services ensures the management of your estate during and beyond your lifetime and plans your legacy.
Advisory Services
Structure, Clarity and Consistency are important factors that ultimately help achieve your objectives. Defining your objectives and needs is the key to success when it comes to financial matters.
EQUITY FUND
What is an Equity Fund An equity fund is a mutual fund that invests principally in stocks. It can be actively or passively (index fund) managed. Equity funds are also known as stock funds. Stock mutual funds are principally categorized according to company size, the investment style of the holdings in the portfolio and geography.
DEBT FUND
We provide a One-Stop Advice and Syndication Service for the debt funding needs of our clients. We help our clients to raise debt through financial institutions like Banks, NBFC and other Financial Institutions. We use our expertise in crafting the deal based on a thorough understanding of our client needs and arranging most suitable option for our clients.
OTHER SERVICES
KIDS
As kids grow their dreams would change very often. You don’t know whether your little darling would want to be a doctor or an enginner or an astronaut and so on….
Children future planning
Planning for your child’s future is a much common concern, which continues to exist in the hearts of every parent. Parents in no way want their children with the same pains.
Referral for philanthrophy services
Simply ‘Writing a Cheque’ is becoming an outdated model of charitable giving, as philanthropists are increasingly seeking measures to evaluate the impact and success of their giving.
Structured Products
A structured product, also known as a market-linked product, is a pre-packaged investment strategy based on derivatives such as a single security, an index, debt issuances or even foreign currencies.
Discretionary mandates
It’s the ideal arrangement if you are too busy to monitor your portfolio due to your other commitments or would rather have an experienced investment professional deal with your affairs.
Other Solutions
Yes, in fact that a reader will be distracted by the readable content of a page when looking at its layout.
GOLD
Gold is a unique asset class. You may have a modest asset allocation to gold of around 4 to 10%. This may protect you and may improve the performance of your portfolio. Investors of all levels of experience are attracted to gold as a solid, tangible and long-term store of value that historically has moved independently of other assets.
Debt Management
Debt is usually a symptom of a core issue rooted in psychology and money management skill-set. Under-earning, impulse-spending, living in a money fog, not being able to save money, and not being on the same financial page with your partner are the core issues.
Risk Management
Life is like that roller coaster ride which brings along with it many twists and turns wherein one mishap can derail the entire life. Mishaps can and do happen and that is the time when you wonder if you could foresee the future and prevent the unfortunate.
GLOBAL INVESTMENT OPPORTUNITIES
Global Investment or International Investment is a strategy of selecting the global-based investment options for your portfolio. These investments include options like Mutual Funds, exchange traded funds and direct investments in foreign markets.
Life stage Planning
Have you recently experienced a life-changing event – marriage, job change, arrival of a child or a new home?. Throughout these life stage events, your finances are affected as your goals and plans changes. Take a moment to think about your financial situation and examine your financial needs.
ONLINE INVESTMENTS
With our online investment services you can invest in your preferred investments options with a complete ease and convenience.
CASH FLOW PLANNING
More than 75% of us experience ‘some stress’ every two weeks and almost half of stressed-out people will cite money / finances as the cause.
BUDGETING
You often wonder that if you have enough money to pay for everything today, then why you should keep some money aside for tomorrow.
EMERGENCY
Did ever emergencies tell you that they will be coming? No. Hence they never give you time to get prepared unlike other goals such as kids higher education or their weddings or your retirement etc.
WILL WRITING
We all work hard to acquire wealth. We believe that when we won’t be there for our loved ones, our personal belongings and worldly possessions including Real Estate, Stocks, Mutual Fund investments,
RETIREMENT
Once you retire, you enter a new stage of life where opportunities are vast and exciting. It’s time when you do what you want to, rather than what you have to.
