He is the founder of Fundkarts Investment , He is a seasoned banker by profession having a vast and rich 11 year experience in banking and financial markets.
She is co founder of the company. she is a banker by her profession with 7 years of experience with bank and 1.5 year experience in commodity market.
The company was established in 2018, Since we have served lots of
customers and received good feedback from them. We have earned
accolades from our clients for our quality research, unbiased advice
and timely services. We are committed to provide our customers with
continuous, long-term improvements and value-additions to meet their
expectations.
Driven by passion, we continue to evolve and make the right product
accessions and service innovations in our offerings. Over the years,
our passion has seen us grow from strength to strength and expand
rapidly, setting new benchmarks in the process. But to us, what really
matters the most is winning the trust of our customers.
We, at Fundkarts, 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 services and review process
including tax consequences of buying and selling various investment
products as also develop strategies to minimize the tax.
We also recognize the fact that every investor is different, with
different financial capacity, different tolerances to risk, different
personal situations and different desires. Keeping these factors at
the upfront, 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 rely mainly on Mutual Funds to create wealth for clients. We
strongly believe that Mutual Funds provide the best in terms of
variety, liquidity, flexibility, professional fund management,
transparency and tax efficiency. That’s why; it is possible to design
a portfolio for a lay investor as well as the most sophisticated one
with the help of Mutual Funds alone.
Apart from Mutual Fund, we offer Portfolio
Management Services (PMS), AIF Investment, General Insurance,
mediclaim, Life insurance, Term insurance and corporate deposit .
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.
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