Our Story
We as Partner firm incorporated in the year 2012; and at present having 220 satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
We understand the importance of technology and the benefits it accompanies. Hence we provide on-line platforms for all your investments need. You can invest from the comfort of your homes and also track their valuations, ensuring complete transparency.
We provide goal based approach for your investments- be it retirement planning for yourself, or securing your child's future, or saving funds for their wedding expenses, we have customized solutions for all. Scientific financial planning is behind the success of our firm and the success of our clients goal achievements!
We understand the importance of technology and the benefits it accompanies. Hence we provide on-line platforms for all your investments need. You can invest from the comfort of your homes and also track their valuations, ensuring complete transparency.
We provide goal based approach for your investments- be it retirement planning for yourself, or securing your child's future, or saving funds for their wedding expenses, we have customized solutions for all. Scientific financial planning is behind the success of our firm and the success of our clients goal achievements!
Skill Strength
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Satisfied Clients
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Lacs AUM
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Years of Experience
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Awards
Why Us
Our Vision is to provide you with the most ideal solutions in wealth management for your overall financial well-being. It is our mission to reach a maximum number of clients and make a positive, worthwhile impact in their lives and help them achieve their responsibilities and financial goals in life.
Our Mission is to provide our clients with the best solutions in wealth building and wealth distribution. We are driven to provide clients with simple, unbiased and uncluttered professiaonal advice that adds value to their quality of life and results in actionable solutions.
Our core purpose is to provide fast-track financial solutions & thereby make people enjoy secured retirement life.
Client Centric Approach
Rich Product Basket
Value Added Services
Right People To Partner
Team Member
| Management: | |
 |
Mrs. Kalpana Ravindra Sirsul |
| Mrs. Kalpana Ravindra Sirsul is the Chief Advisor for Kubera Investments. One of the oldest in the team, she has over 5 years of rich experience in the financial services industry. She is known for his deep understanding of distribution practices and its challenges. | |
|
Ms. Shaila Ravindra Sirsul |
| Ms. Shaila Ravindra Sirsul is the Relationship Manager, having an experience over 4 years in the financial services industry. She is responsible for investment advisory and portfolio management. | |
|
Mr. Anuj Kamat |
| Mr. Anuj Kamat is the Relationship Manager and has an experience over 2 years in the financial services industry. He is responsible for investment advisory and portfolio management. | |
