What is your Financial Need?

HAPPY RETIREMENT

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What is your Financial Need?

OWN A HOUSE

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What is your Financial Need?

WEALTH BUILDING

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What is your Financial Need?

CHILD'S FUTURE

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Welcome To Kairos E Wealth

We help you to achieve your financial goals with effective and smart investment planning. We are certified Mutual Fund and Insurance consultants recognized by AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services. We use our complete knowledge and expertise in the financial domain in order to suggest investment options to you, as per your long-term and short-term goals. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy secured retirement life.

Our Mission: Helping people live in financial empowerment.

Our Vision: Helping individuals accomplish their financial goals by understanding each client’s unique needs and delivering tailored objective advice designed to give the clients the confidence to pursue their own passion, dreams, and talents.

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Our Service

01 Client Desk

The Client Desk is a premium offering for our clients that consolidates entire portfolio information, covering every major financial and non-financial product, for an entire family or an organisation.

What We Offer

01 Assess

Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.

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Product Basket

Mutual Funds
Mutual Funds
A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
Equity and ETFs
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
NPS
NPS
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
PMS
PMS
PMS offers HNIs customized wealth management solutions, tailored to goals, risk, and investment horizons in India.
Loan against Mutual Fund
Loan against Mutual Fund
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
Insurance
Insurance
Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.

Fund Manger Interviews

Mr. Charanjit Singh Assistant Vice President - Equity, DSP Mutual Fund Charanjit has a t...

Mr. Sandeep Yadav Head - Fixed Income India, DSP Mutual Fund Sandeep has a total work ex...

Mr. Shriram Ramanathan Chief Investment Officer - FIXED INCOME, HSBC Mutual Fund CIO - F...

Mr. Venugopal Manghat Chief Investment Officer - Equity, HSBC Mutual Fund Venugopal Mang...
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Assisting clients in fulfilling their needs.

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Friday, May 23 2025Source/Contribution by : NJ Publications In an age where financial mar...

Friday, May 16 2025Source/Contribution by : NJ Publications Health insurance is a financi...

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Kairos E Wealth
Contact No: +91 86686 12296
Email: kairosewealth@gmail.com

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