Our services aren’t unique, our methods are !

Kesef is a fee-only boutique advisory firm that manages investment portfolios for private clients. We provide pure investment advice and believe wealth creation should not come with additional costs. Which is why we operate on a fee-only model, that reflects our genuine commitment to helping you grow. We act as a fiduciary and do not receive commissions for any recommendations we make. We value our independence from products and are passionate about our integrity, that helps us craft and deliver tailor-made solutions for our clients. While we curate and recommend strategies customized to every client, we focus on consolidation and simplifying the financial labyrinth.

We aim to assist you in building an investment portfolio through a process that is structured, transparent, and effective in meeting financial goals whilst helping you sustain the lifestyle you lead.

We go beyond

  • We go beyond the ordinary to curate a portfolio that serves you well.
  • We go beyond current fads to offer you a well-crafted, customized solution that is effective yet commission agnostic.
  • We go beyond what was possible yesterday to give you peace of mind and well-managed investments, now & in future.

Services

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Portfolio Advisory

A full spectrum of customized independent solutions to achieve your financial goals. Active management and optimization of your portfolio.
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Financial Planning

A comprehensive financial plan designed to achieve your financial goals. Covers retirement, tax, risk management, estate planning and much more.
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Administrative services

Remove the hassle of micromanagement from your table. Our back-office solutions are meant for individuals with complex financial life and little time to manage them.
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Philanthropy

Devise plans that support causes dear to your heart, spread the goodness that life has bestowed upon you

Why Kesef

Capability

15yrs

of trusted client
relationships.

Trust

100%

of our income is from fees zero commissions.

Connect

95%

of our clients engage us as their sole advisors.