K.S.Investments is a niche boutique Wealth Management and Investment
Advisory firm with an extremely strong focus on client relationship. The
team at K.S.Investments has seven years of proven track record in
Financial Services, Equity Advisory and Investment Advisory domain and
brings with it strong research and investment advisory capabilities
keeping in mind the regulatory framework and the volatility in the
investment climate. We offer a progressive planning practice that
differentiates itself by being disciplined, well researched and
profitable. We are a privately owned company and therefore core
decisions regarding our processes and practices start at grassroots,
ensuring all angles are covered in the decision making process. It is
our belief that by providing a personalized and consistent service
experience, we ensure long and fruitful relationships with our clients.
In the true spirit of our commitment, we conduct open discussions to
seek first to understand what is important to the client and then to be
understood when finding solutions to their financial position.
Considering the tumultuous and the volatile times that we are living in,
the need for valuable and active financial planning and wealth
management has never been more important and critical. The goal is to
create, grow and preserve wealth. The advisory practice is built on the
foundation of trust, integrity and responsibility and hence we are
always committed to exceeding the expectations of the clients. Across
all solutions, our first exercise is to discuss with you extensively to
understand your context, aspirations and constraints. We prefer working
with our clients over multiple years rather than focusing on one-off
transactions. Irrespective of which services you choose, we will be
committed to provide you quality service over the long term. Client
Loyalty is extremely important to us as most of the client relationships
we have are only by invitation and we do not indulge in any mass
marketing strategies.
We-The People
Mr. Anil R. Rathod holds Masters Degree in stream of Commerce and has
seven years of rich experience in the Financial Markets, Wealth
Management and Advisory Services and has a proven track record of
managing multiple assets class.
Mr. Mukesh R. Rathod is other key personnel in K.S.Investments who hold
Bachelor Degree in Commerce. Client of K.S.Investments enjoy services by
well trained staff members. Skill set of Mr.Anil R. Rathod & Mr.
Mukesh R. Rathod include 360 degrees Tax, Financial Planning and Wealth
Management to add to this, he is an ardent finance professional who is
well versed in Equity & Commodity Research, Tax Laws, Commercial
Laws, Company Law, Accounting, Portfolio Management Services (PMS) and
Fund Management which can thus help in providing a wide spectrum of
services to clientele of the company. He is a certified Advisor of
Association of Mutual Fund in India and Insurance (AMFI) and Insurance
Regulatory & Development Authority (IRDA), Associated with many
elite clubs for IFAs formed by various Asset Management Companies like
Reliance, SBI & Birla. He has an incredible foresight and a
financial acumen. Thus, having worked across the value chain from the
high end Corporate Advisory and Private Wealth Management Segment to the
mass affluent retail customers, the strength of clientele exceeds 1000+
customers across India & abroad, the team has hands on experience
and sound knowledge of the domestic & international financial
markets along with an understanding of the prevailing regulatory
framework.
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