KMFSL offers comprehensive investment solutions and services to high net worth individuals across India and international geographies. We emphasize on our high quality investment advisory and arrangement services fulfilling your investment needs and aspirations. We offer products to help you achieve your goals. We advise on a range of products approved across asset classes. As your financial goals are unique, our product offerings are based on a thorough understanding of your financial needs and keeping your investment attitude in mind.
Thus, our emphasis is on a holistic approach towards your financial and business goals. Our strategic collaboration with global product providers enables us to construct unique solutions for you. It allows us to complement our core competencies with world class, third party capabilities to deliver solutions linked with your investments needs.
The Firm markets, arranges and advises on a range of products.
The products offered are:
Advising on Investments or credit* (New investments and investment transfers) - arranging purchase and sale of investments including units of funds and structured products and advising of credit agreements.
Advisory- offering advice on financial products
Arranging deals in investment
Insurance Intermediary- Advising and Arranging of life insurance policies for clients in accordance with introduction agreements with specific insurers
Investment Platforms : The firms has arrangements with investment platforms allowing the investors to deal in wide range of investment products including stocks, bonds, units, options, derivatives etc. offered by the platform
*Investments includes Shares, Options, Futures, Units in collective investment funds, Rights to or interest in investments, Contracts of insurance, Credit agreements & Structure Products.
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