Kesef Advisors is a proprietorship firm with its registered office at WeWork, C-20 Enam Sambhav G- Block, Bandra Kurla Complex, Bandra (E), Mumbai – 400 051
SEBI Registration Details: Kesef Advisors is registered with the Securities Exchange Board of India as an Investment Adviser, Registration No. INA000005572 in the name of the proprietor Jeremy Solomon.
Type or Registration: Individual
Principal Officer Details:
Name: Jeremy Solomon
Email Id: firstname.lastname@example.org
Corresponding SEBI Office Address:
Plot No.C4-A, ‘G’ Block
Bandra-Kurla Complex, Bandra (East),
Mumbai – 400051, Maharashtra
Tel: +91-22-26449000 / 40459000
Kesef Advisors counsels its clients on various products and services based on independent objective criteria and sound principles of financial planning, that depend on the client’s financial goals. Kesef Advisors shall neither render any investment advice nor charge any fee until the client has signed the Investment Advisory Agreement.
Kesef Advisors does not manage funds and securities on behalf of the client and that it shall only receive such sums of monies as are necessary to discharge the client’s liability towards fees owed. Kesef Advisors does not earn any commission from any of the product manufacturers.
For specific cases on Tax & Estate Planning, Kesef Advisors would engage professional consultants; the charges for the same would be paid by the Client directly to the professional/service provider.
No material disciplinary action has been taken on Kesef Advisors by any Regulatory Authority pertaining to advisory services.
There is no obligation/ compulsion on you to buy or invest in products mentioned in the financial plan through Kesef Advisors and you may invest in these products/services at your discretion through any other product distributor or service provider. Please note that all investments are subject to market risks, read all scheme/instrument related documents carefully before investing for complete understanding.