FinKasturi Nivesh Private Limited is a SEBI Registered Investment Advisor (SEBI Registration No. INA000014128) based in Mumbai. We offer Investment Advisory services to individual and institutional clients. We work closely with investors to maximize yield within the defined investment objective.
With deep experience in the capital market and capabilities to deal with a range of asset classes, we aspire to build an ecosystem of Trust, Integrity, Transparency and Sustainable success while complying with all regulatory requirements to create a unique and enjoyable experience for our clients.
Know MoreWe provide tailor made investment advisory solutions for Individual as well as Institutional Clients. For Individual Clients, we provide advisory services across a range of investments (Equity, Fixed Income, Mutual Fund, Portfolio Management Service, Provident Fund, NPS etc) and protection (Life Insurance and Health Insurance) products to meet end-to-end financial goals of the client. FinKasturi aspires to be the one stop shop (eg. "Family Financial Advisor") for client's investment management.
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Vision: Invest with knowledge & safety.
Mission: Every investor should be able to invest in right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness.
Read More| At the beginning of the month | 0 |
| Received during the month | 0 |
| Resolved during the month | 0 |
| Pending at the end of the month | 0 |
| Sr. No. | Financial Year | Compliance Audit Status | Remarks |
|---|---|---|---|
| 1 | FY 2020-21 | Conducted | N/A |
| 2 | FY 2021-22 | Conducted | N/A |
| 3 | FY 2022-23 | Conducted | N/A |
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