ABOUT US

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.

Our Products

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.
Mutual Funds85%
Capital Market80%
Fixed Income90%
Real Estate95%
PMS95%
Insurance95%

Client Services

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk

The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.
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OUR TEAM

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TEAM MEMBER1
TEAM MEMBER1Founder & CEO
TEAM MEMBER2
TEAM MEMBER2Founder & CEO
TEAM MEMBER3
TEAM MEMBER3Founder & CEO
TEAM MEMBER4
TEAM MEMBER4Founder & CEO

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