022 4896 5600
connect@kesef.in
Mumbai | India

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

Portfolio Advisory

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

Financial Planning

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

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.

Philanthropy

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

Why Kesef

We are on your side
As a fee-only adviser our interests are always aligned to that of our clients, our counsel is impartial and independent. We do not promote any financial products or services, nor do we have financial interest in any of our recommendations. As fiduciaries, we act in our clients’ best interests and disclose any conflicts of interest that might arise.

We create a portfolio that serves you well
We do not have a fixed inventory of products or professionals that we work with. The search for investment avenues & specialists is determined by our client’s requirements only. Through our open architecture ideation, we are always looking for innovative strategies while we provide our clients with tailor made solutions and not off the shelf products.

We work on a fee model
We follow a rationalized cost structure & derive our costs from hours spent on the portfolio unlike conventional methods linked to assets. We aim to eliminate the excess charges you may bear otherwise, however, for a more customized service experience. We strive to find a balance between the interest of our clients, sustainability of our business and delivery of excellent long-term solutions.

We assist you
While we deliver services tailored to your specific requirement, we also act as your private back office by assisting in execution, recording and periodically monitoring the portfolio holding. Year-end bank statements, capital gain calculations for your investments and periodic Will & Trust review, we co-ordinate with the professionals, focus on consolidation and simplification of the processes to ensure your convenience.

Trusted partner
We are a diverse team of qualified professionals, committed to simplifying the financial labyrinth for our clients. Every professional provides an independent view on her/his specific area of expertise. This diverse experience helps counsel clients on factors to be avoided, pitfalls to be side stepped, which is possibly job half done.

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