WHAT WE DO?
1. Certified adviser to create your personalized Financial Plan: Your dedicated financial planner will review your current financial situation in a 1-on-1 meeting. Outcome of this meeting is to quantify your financial needs. This will allow you to answer important questions like how much money is enough for your child to realize her dream education (child education plan), and how early can you retire (retirement plan).
2. Highly qualified team to handle your investments as per your Risk Profile: Our investment team backed by solid research will identify most suitable financial products for you to achieve your financial goals as per the plan. All these investments are adjusted based on market conditions and available duration for each goal on your behalf.
3. Periodic reviews with your adviser to keep your financial journey on track: During this annual review meeting your adviser will go through comprehensive checklist to incorporate any new information in your financial plan e. g. new family member, career changes etc.. Your adviser will also review the investment journey during the year and suggest appropriate remedial actions to ensure successful accomplishment of your goals.
ADVANTAGE WITH US
We are a SEBI Registered Investment advisory company, started by techie founders who understand the value of human connect in important decisions like investments. Our online platform enables you to connect and interact with your adviser seamlessly. It is a State of the Art secure platform which enables you to login anytime and get details about your financial journey. Our offering ensures that, requisite investments are done and managed by our proprietary model Arhaum Enterprises Timing Model (ATM), which generates good returns with minimal risk.
We plan for your goals, Invest in right products, and track them based on market conditions to achieve your goals
3 Simple Steps to Do it
Plan Your Goals
A Personalised Financial Plan for your life goals.
Invest Smartly
Investment Management based on your risk profile and goals.
Track and Re-balance
Constant tracking and re-balancing based on market conditions.
Plan your goals
Goals: We spend time to understand your needs and aspirations and prepare a financial plan to achieve them.
Protect: We help you to prepare yourself if things go wrong financially. We identify what insurance is required to protect yourself and your family.
Asset Allocation: We arrive at the right asset allocation for you based on your Risk Profile and Life Stage. We even chalk out a plan for you to move from current to the recommended asset allocation.
Tax u0026amp; Estate planning: We provide advice on better tax efficient products so that you can invest smartly. We come up with Estate plan for wealth distribution to your future generation.
Invest Smartly
Investment Execution based on your identified goals and risk profile.
Invest Smartly in multiple asset classes like Equities, Debt and Gold based on Market Cycles. This is done based on our proprietary investment model called ATM .
Rigorous Product Selection Process For each of the asset class, Kesari Financial Services research team uses cutting edge tools and rigorous process to identify best investment products suitable for your needs.
Consolidated View Facility to consolidate your existing investments on our online portal.
Track and Re-balance
Continuous tracking of your investments.
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Arhaum Enterprises Timing Model (ATM).
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Based on your goals (when a particular goal gets near, increase allocation of debt based instruments for that goal irrespective of market conditions).
Re-balance your portfolio based on:
Review your financial plan at least once a year.