WHY US?
Wealth management has evolved from a limited role, which is opportunistic to optimistic and event-driven that led to a more structured diversified and planned science.
The main characteristics of Kesari Financial Services are:
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Transparent Advice: By allowing a broad portfolio view with no bias regarding any Product or Financial Institutions irrespective of the earnings.
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Asset-Goal Planning: Brings in the necessary discipline to make asset allocation work helping you plan for clear goals and ambitions.
Kesari Financial Services offers Wealth Management Services. The various steps involved are as under:
PLANNING AND PROFILING
Understanding your goals and what you require enables us as advisor to put in place and implement a plan to match your requirements.
RESEARCH CAPABILITIES
Enabled with access to a range of products across asset classes and providers, you will be recommended products that are duly researched, analyzed, and short-listed based on true open architecture.
EXPERTISE
With the involvement of sophisticated and scientific models and tools ratified by the views of best-in-industry expert, you can leverage process expertise.
ALIGNMENT OF INTEREST
As a firm we offer complete alignment of interest, driven by prudential limits set on exposure to fund houses, manufacturers, product lines u0026amp; financial institutions without biasness of earnings, keeping your requirement at the supreme priority.
WHY Kesari Financial Services ?
As we are driven by the passion of touching the lives and not just managing their wealth, and we know that this would happen only if we are able to disengage our clients from the arduous task of managing their wealth. This would free them to pursue their dreams and delegate the task of efficiently managing their wealth to us, which is, a product of Trust, because delegation is a follower of faith and trust. This is easier said than done but our focused intentions and understanding of the wealthy families in India and Abroad, has helped us realize our dream of building an admirable Wealth Management Firm.
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Financial Expertise and Tailor-made solutions at your fingertips.
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More than 2 decades of experience in premium Wealth Management Wing of Organizations like Standard Chartered Bank, HSBC, Kotak Mahindra Bank, Credit Suisse, Axis Bank, IIFL , Milestone Private Equity.
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Wealth Management Services based on global expertise and professional network.
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Tailor-made solutions
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One-stop, immediate access to information and resources
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Wealth Management solutions addressing your personal needs and preferences. Open architecture approach, offering you strictly the best-in-class products. Holistic set-up, providing you with optimal solutions from Wealth Management and advisory on Investment Banking.
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Administrative support for greater efficiency
Kesari Financial Services offers you-
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Expert advice on how to safeguard and grow your wealth
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Global investment opportunities
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Personalized services
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Advisory Services
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Bonds, Corporate Fixed Deposits, Fixed Income; Government Securities
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Estate Planning
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Family Office
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Fund Raising for start-ups and others
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Housing Loans
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Advisory on Insurance
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Investment Products
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Life stage planning
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Mutual Funds
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NRI Services
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PMS
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Real Estate Services
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Research
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Retirement Planning
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Wealth Management
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Helping you to Plan your Will
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Global investment opportunities
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Loans and Private Transactions
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Tax Planning and Advisory
Kesari Financial Services Follows:
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Tailor-made Customized solutions.
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Wealth Management solutions addressing your personal needs and preferences.
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Open architecture approach.
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Offering you strictly the best-in-class products.
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Holistic set-up.
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Providing you with optimal solutions from Wealth Management and Advisory on Investment Banking.
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One stop solution for all your financial needs including Tax Planning, Will Writing and Estate Planning.