Who we are
Kesef Advisors is a boutique advisory firm managing investment portfolios and financial requirements of specific business families, HNIs and Trusts on a fee-only basis. While we curate and recommend strategies customized to every client, we focus on consolidation and simplifying the financial labyrinth.
We strive to assist our clients with services that are usually reserved for Ultra-affluent family offices; act as a fiduciary & aim to build better long-term relationships. Our open architecture platform provides access to best in class solutions and services
Our mission is to persistently focus our energies in assisting our clients in building investment portfolios through a process that is both easy to understand and effective in meeting financial goals whilst helping you sustain the lifestyle you lead. At Kesef, we value our independence from products and are passionate about our integrity that helps us craft and deliver tailor-made solutions for our clients.