HOW IT WORKS?
“Your Personalized Financial Planning Journey” Discover our 3-step process designed to help you grow and protect your wealth.
Your Life, Your Money, Your Plan
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Build a Life You Don’t Need a Vacation From — Powered by Smart Financial Planning.
💡 Dream big. Plan smart. Live unstoppable.
At KD Financial Services, we don't just crunch numbers — we help you craft a life story fueled by purpose and prosperity. With over 17 years of sharp financial wisdom and a heart-led approach, founder Keyur Dalal empowers individuals and families to unlock their potential. Whether it's growing wealth, protecting your legacy, or retiring in style — we turn financial chaos into clarity.
🚀 Your life, your money, your rules — we're just here to make it epic.
Read MoreDiscover Your Goals
Your risk profile, past investments, your prefernces and concerns - all are considered here.
Portfolio building
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Portfolio review
Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.
SERVICES
Investment portfolio
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Insurance Portfolio
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
Tax Fundamentals
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
Mutual Fund
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
Wealth Management
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
Retirement Planning
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
FINANCIAL CALCULATORS
Secure your future through systematic investment, Select your goal and calculate how much you need to invest!
"Keyur Dalal has been my Investment Advisor since 2002. His knowledge of various products which could suit a particular need is impressive. He has been proactive in providing financial solutions, information on market outlook and global financial trends. I would not hesitate to recommend his company very highly and look forward to a long and rewarding relationship with KD Financial Services."
Vivek Bhathela
Businessman
"Keyur Dalal is a person who puts in great deal of effort into his work. His sincerity and integrity towards his work makes him class apart. His professional attitude , update of the current market and timely financial advice has instilled confidence and trust in him. I feel he is one of the best we have in this field."
Mohammad Nullwala
Businessman
"My association with Keyur Dalal goes back a long time. I have grown over the years to trust Keyur Dalal's advice and recommendations on various investment alternatives which have been commensurate with my risk appetite. Thus far, I have grown my portfolio with stable and satisfactory returns. In fact, KD Financial Services is now a "one-stop-shop" for all my investments and insurance requirements.I wish you all success in the future and a look forward to a continuing mutually rewarding association."
