Company Profile
Akash Kothari - Perfect way to invest for better future...!!!
With an experience of 15 years in the field of personal finance, we are proud to guide 162 families in their personal financial journey and look forward to doing the same for you. Akash Kothari is a Certified Financial Planner (C.F.P. – December 2009) and has written numerous articles in print and digital media to his credit. We further take this opportunity to introduce ourselves to your personal financial world.
Akash Kothari’s sole focus is on helping you to grow, build, and protect your personal wealth to help you realize your goals and dreams. We consider it a privilege to be entrusted with both your finance and your financial dreams.
Peace of mind. When it comes to your finances, which is often the last thing you have. In fact, you may have probably found that as your wealth increases, so does the stress and complexity of managing your wealth.
As our client, you are no longer alone to coordinate and integrate all the complex aspects of your financial life. We are there with you in every step on the way. No more wondering who you should call with a particular financial question – we will serve you as your first point of contact for all your financial affairs. Think of it as outsourcing the complexity of your financial life to us. So, you are free to live your life and enjoy the benefits of having wealth and at the same time eliminating the stress of managing your wealth.
Our trusted relationship with you begins with a confidential conversation that will lead to a channel of communication. We will analyse your Income, expenses, assets, liabilities and goals. We want a thorough grasp of your individual circumstances, needs and aspirations.
Once we have a firm grasp on what you want to accomplish, then we will work towards developing, implementing and monitoring a customized strategy that is appropriate for you.
We will follow a structured process, our approach will be:
- Analysing your income, expenses, assets & liabilities.
- Determining your financial goals & ways to achieve them.
- Discussing your risk appetite and relationship with money.
- Why, Where & How to invest in which asset class?
- Assessing how much term & medical insurance cover your family require?
It is our pleasure to introduce our services to you.
- Mutual Funds
- Portfolio Management Services (PMS)
- Specialised Investment Funds (SIF)
- Alternative Investment Funds (AIF)
- Fixed Deposits
- Health Insurance
- Term Insurance
- Accidental Insurance