Vision:

Our vision is to partner with you to create financial comfort, help and protect your family, and build a legacy.  We are driven to provide objective, tailored solutions that enhance your life.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.We endeavor to know and understand your financial situation and provide you with only the highest quality service and advice to help you reach your personal goals.

Mission:

1) To grow as the most Reliable and Trusted Brand.

2) To be the most Diversified Brand in providing Investments Options.

3) Relieve you of stress relating to your financial worries.

4) Help you use your resources effectively so that you can get more out of life.

About KD Financial Services:

Keyur Dalal heads KD Financial Services. An effective & committed leader with spotless integrity and passion with deep understanding of financial products having more than 18 years of vintage experience with Renowned Financial firms.

Keyur Dalal came to know about a certification called NISM- Investment Adviser Level, which endows one with the knowledge & skills needed for a professional Financial Planning practice. This appealed to him tremendously and he immediately enrolled into it and he completed Investment Adviser Level I & II in 2016 now he is pursuing CFP.

What drives us through our journey is the desire to excel with our best-in-class research based advisory services. We have an excellent track record for the best customer satisfaction.  We have earned accolades from our clients for our quality research, unbiased advise and timely services.

We, at KD Financial Services, bring value to the investment process, not just at initial stage but through the investment’s time horizon.  We focus on adding significant value to the portfolio selection and review process including tax consequences of buying and selling various investment products as also develop strategies to minimize the tax.

We recognize the fact that every investor is different, with different financial goals, different tolerances to risk, different personal situations and different desires.  YOUR LIFE,YOUR MONEY, YOUR PLAN, to Keeping these factors at the forefront, we design and monitor our clients’ portfolio in the manner that is appropriate to their risk level and allow them to achieve their objectives. We will let you know if you are adequately insured and how to optimize in case you have costly policies. We will calculate your Net worth and analyse your asset allocation.

Your personalized plan will include planning for your children's education, gearing up for your retirement, managing inflation, your saving plan, Personal Finance Best Practices, Implementation Plan.

The Portfolios are kept under constant review and appropriate changes are made to reflect the changes that may be required to be made in view of changes in the market conditions as well as clients’ needs and priorities.

Our strong support, technology-driven operations and business units of research, distribution and advisory coalesce to provide you with a one-stop solution to cater to all your investment needs. Our customers have been aptly making use of our in depth knowledge and expertise to participate in the booming equity mutual fund.  We provide online access to your portfolio on a Real Time Basis.  Also we provide ONLINE PLATFORM to invest in Mutual Funds through SINGLE LOGIN.

Service Offering:

• Financial Planning Goal Review and Interim Goal Planning.
• Investment Advisory
• Wealth Management
• Risk Assessment, Risk Management and Risk Profiling
• Need based Insurance Planning.
• Retirement Planning.
• Child Education and Marriage Planning.
• Vacation Planning
• Debt Management
• Health Corpus creation and health Insurance.
• Estate Planning and Will Preparation.
• Real Estate investment advisory.
• Portfolio Management Service.
• Special Situation Calculations / Taxation/ Capital Gains/ Rent vs buy/ Debt Management/Retirement readiness steps

What we offer:

• Mutual funds based on past track record and consistency in performance.
• Fixed Maturity Plans.
• Tax Free bonds.
• Private Insurance products with tax benefits.
• Health Plans with tax benefits.
• Flexible Property investment
• Exchange Traded Funds.
• RBI tax Relief Bonds
• Portfolio Management Service(PMS)
• Alternative Investment Funds (AIF)
• Capital Gain Exemption bonds: NHAI /REC.
• Company Deposits.

What We Do Not Offer:

• Any short term gains product, which relates to fly by night investing.
• Any product that does not match your need, requirements and goals.
• Products that are complex, with hidden costs involved and high lock in periods

How We Are Different ?

We follow the standard framework in making your financial plan. That said, our differentiation is our methodology. We like to follow an outcome based approach and we like to advice you based on the metrics and needs.

We believe it's YOUR LIFE,YOUR MONEY & YOUR PLAN so we listen to what you want. We propose to make your plan, your way. We have designed the whole process in multiple phases for you to understand, absorb, participate & appreciate the value of financial planning.