Investment planning for Individuals and Families

Whether you are first-time Investor or already own a portfolio; whether you are a Professional, a Corporate Manager or a Business Person; a High Net Worth Individual wishing to maximise returns or a Family seeking to create long-term wealth; planning your retirement or systematically saving up towards a goal… M.K. Financials can help you plan your investments in a personalised, efficient and hassle-free manner.

Our services are designed to help a diverse set of individuals and families plan their investments to achieve their financial goals. Our recommendations spring from the understanding that each of you have unique expectations from your investments. We help you choose investments that best meet your risk and return appetites.

We provide our investors with personalised, doorstep service and take care of all your paper work so that you don’t have to worry about a thing. Our services are completely transparent and we give you full visibility in how your funds are being deployed and how they are performing.

Investment Planning for Business Owners

M.K. Financials specializes in creating unique investment plans that are aligned to your investment goals. Our approach is simple: we talk to you and develop a thorough understanding of your short-term and long-term financial objectives, your risk appetite etc., and then design a tailor-made approach to achieve those.

As the owner of a business, your needs are completely different from other investors. Cash flows are unpredictable, and liquidity is key. You want your investments to deliver growth, and are willing to take some reasonable risks to achieve your financial goals.

Investing in mutual funds and through a portfolio management service (PMS)  gives you the opportunity as a business owner to diversify your risk. Businesses are cyclical in nature, and by investing in other businesses through mutual funds, you are creating a cushion of safety for yourself.

Good investment planning can also allow you to build long-term capital that you can reinvest in your business.

You may have short-term funds that you need to be  parked , and specific mutual funds can offer you ways to maximize returns on these funds with a high degree of liquidity.
Like the salaried, you do not enjoy the comfort of long-term fixed income plans such as provident fund, gratuity or pension. So, you also want to create wealth for your golden years.

Most of all, however, you want to create wealth to fulfil the dreams of your family, and enjoy a safe, secure and rewarding life.

Investment Planning for Non-Resident Indians

M.K. Financials helps diverse groups of individuals plan and execute their investments to achieve their financial goals. Our approach to creating wealth for you is simple: we talk to you and develop a thorough understanding of your short-term and long-term financial objectives, your risk appetite etc., and then design a tailor-made investment plan to achieve those.

As a non-resident Indian, your needs are completely different from other investors. You have a more limited set of investment options when it comes to investing in mutual funds in India. Your Advisor  should be able to create a portfolio that provides a good balance between long-term return, tax-efficiency and risk management.
You may also want to look beyond mutual funds at other asset classes. For high networth NRIs, Our portfolio management service (PMS) is a highly tailored product that allows you to capitalize on broader opportunities available in the Indian market. This will help you diversify your risk, while making the most of the emerging India investment story.

Since you are geographically remote, you want an Advisor  who will seamlessly take care of all the paperwork, and work with complete transparency and visibility. M.K. Financials specializes in providing personalized service, however distant you may be. We use all communication technology at our disposal to stay connected with you.

Our objective, across all customers, however remain the same: create long-term wealth with as little risk as possible.


If you would like to know how we can help you, call us today on: 7900100800

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