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.
of trusted client
of our income is from fees zero commissions.
of our clients engage us as their sole advisors.