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Plan For Tommorow,
Plan For Tommorow,
Plan For Tommorow,
Kothari Investments is an entity focused on providing customized wealth management & financial planning solutions to individuals, families & organizations while keeping in mind their long term objectives, goals and risk profile. We also offer services like estate planning & financial consulting in order to ensure that there is a smooth transition of wealth to future generations.
It is the process of meeting your financial goals through optimum management of your finances. Financial goals can include buying a home, retirement, planning for an exotic vacation, planning for kids education, marriage, etc.
The growing advances in medical science is resulting in longer life-spans. This leads to a large number of years post-retirement without regular income. Hence creating a lasting retirement corpus is a must.
We provide various short, medium & long term treasury management services to corporates, MSMEs & start-ups to take care of their short,medium & long term surpluses.
Create a legacy that provides for your family, supports the causes and charities you care about, and maintains your values and vision across future generations
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events
A financial planner is a professional who helps you organize your finances and projects the results of your savings and investments so you can see how well prepared you are for retirement. They also help you make decisions with your money that will help you reach your financial goals as efficiently as possible.
Some people do their own financial planning, and others look for professional assistance. An experienced financial planner can usually help improve the quality of the financial decisions you make.
Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.
022-35654270
+91 9819338777
A-709, Neelkanth Business Park,
Nathani Road, Vidyavihar (West),
Mumbai: 400086
Near Vidyavihar Station & Bus Depot
Copyright © Kothari Investments All rights reserved.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor – ARN-000 | Date of initial registration – 00 APR 0000 | Current validity of ARN – 00 APR 0000
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