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.

Personal Financial Services

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. 

Wealth Services

Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers to offer customized investment solutions to wealthy individuals.  

Retirement Income Services

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.  

Treasury Management

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. 

Estate Planning

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

Get Expert Financial Advice

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.