What are your financial goals?

Everyone has various financial goals which is to be achieved for leading a beautiful and stress-free life.
But before reaching these goals certain bridge of multiple realities has to be crossed.

I have just STARTED EARNING
I'm thinking of MY CHILD'S FUTURE
I want own a home
I want to FULFILL MY DREAMS
I’m an EARLY INVESTOR
I'm preparing to RETIRE
Get expert financial advice...
Because expert knows the best

Purchase of any financial products without consulting a financial planner is like taking a medicine without doctor’s diagnosis.
We offer our expert advice for choosing the best investments products which will lead to your financial freedom.

PLAN

Get customized advice across
investments, goals, expenses, insurance,
loans, estate planning, and taxes

EXECUTE

Implement your customized advice by
buying all the recommended financial
products on one single platform

MANAGE

Track your journey and review/rebalance
your investments to make sure
they are aligned with your goals

Our
Product Basket

If you are looking for the right financial product, you are at the right place.
Starting from mutual funds to insurance and from real estate to other financial products, we have them all.
You can select your financial investment products as per your requirements.

New
Articles

Various articles on different investment topics giving you valuable insights about market is updated every month.
Latest news and trends will you to take better investment decisions.

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Awards

Downloads

Downloading of different NJ bulletins and publications is allowed. You can share them all with your clients and gain their loyalty towards you.

Fund Manager Interview

  • Shridatta Bhandwaldar

    Shridatta Bhandwaldar

  • Mr. Avnish Jain

    Mr. Avnish Jain

  • Mr. Shriram Ramanathan

    Mr. Shriram Ramanathan

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About Kartik Investment

At, Kartik Investment our mission is to provide our clients with the best solutions in wealth creation and wealth management. 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.

At Kartik Investment , offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.

Contact Us
9898086996 / 9537893629 / 8758300969
kartikinvestment57@gmail.com
F-57, City Centre, Above Giriraj Restaurant, Sosyo Circle, Udhana Magdalla Road, Surat- 395002

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