Krishna Investments was founded in the year 2007, with the main objective of providing comprehensive financial solutions in the Indian Capital Market. Jai kumar krishnan has 25 years of financial experience having worked both in India (15 years) and abroad (10 years) in all areas of capital markets. We have provided advisory services to our clients, through all the phases of the Indian equity markets. We strongly believe in the growing Indian Economy and its robust financial markets and the scope it provides to create Long Term Wealth for investors.
Most investors in their endeavour to achieve their financial goals , be it a retirement nest egg , second home , childrens higher education , overseas vacations etc tend to fall short of their objective as they often fall prey to poor advise given by various Financial predators ,viz Bankers , insurance agents , product sellers , who are more focused on selling products earning high commissions rather than assist you in achieving your Financial goals .
Apart from our services in capital markets, we are also actively involved in offering consultancy and services on real estate, insurance and sales of financial products like Mutual Funds, Corporate Fixed Deposits, Bonds etc, along with financial advisory services thru the advisory platform (Saras Wealth Advisors)
We believe in providing our clients with niche and personalised services focusing more on the clients long term financial goals and help them achieve the same rather than push products which may not have any relevance to the clients objective. We wish to partner our clients in their journey to Financial Freedom.
Saras Wealth advisors was set up in May 2010. It is affiliated to the Financial Planning standards Board of India (FPSB) and provides comprehensive Financial Planning and wealth solutions to achieve all your financial goals.
Saras Wealth (a combination of the above two entities) provides the entire range of Financial services both advisory and products under the same roof.
We embarked into financial services through our firm M/s. Krishna Investments & Financial Consultants with a sub-broking platform in 2007, from a modest client size of 5, which has now grown to a clientele size of 300 plus in India and overseas. Our AUM has grown from Rs. 5 lacs in the year 2007 to an AUM of Rs.60 crores by March 2016. Our client base includes NRI's.
Saras Wealth has an advisory committee, comprising of individuals backed by decades of experience in the financial services sector and advises us on all matters of regulatory compliances and ensures that all activities are conducted within the ambit of the guidelines laid down by the Securities and Exchange Board of India(SEBI) and other regulatory bodies governing the Financial sector . Inorder to maintain best practices in Internal controls the Advisory Committee ensures transparency in transactions and confidentiality of data in the best interests of our clients .
The Investment Committee conducts periodic review of portfolios, financial plans, asset allocations etc to ensure that what is committed to our clients is delivered .The investment committee also has a Certified Financial Planner (CFP) registered with the Financial Planning Standards Board of India (FPSB).
(25 years of experience as Investment Banker & Restructuring Specialist)
I have been dealing with Krishna Investments & Financial Consultants since 2013. I have found their services to be reliable, timely and professional. They took me through their investment process in detail, understood my financial needs and risk tolerance and deployed my funds as per the mutually agreed asset allocation model. They have brought a personal touch to the entire process and take pains to keep me completely updated. They have called me for meetings at periodic intervals to review the portfolio and to initiate course changes whenever needed to take me to my financial goal. I find them well informed and able to accurately read the trends in a changing market. I take this opportunity to thank them for putting me on the way to financial freedom.
Branch Manager - NJ Fundz Network
(6 years of work experience in the Mutual Fund Industry)
Your confident, friendly and professional manner with us and all our clients, always reminds us that we really do have the best Mutual Fund Partner on whom we can bank up on for service of integrity, transparency and visibility, when selling Mutual Fund Products. We hope and are confident that our association will continue in the same strength and on strong principles
(Finance Controller- Lucy Switch Gear (UK) Ltd
(25 years of Experience in Finance Industry)
My office work and family engagements has always kept me busy for 24 x 7, with little time for managing my investments. Thanks to Krishna Investments & Financial Consultants, who have been managing my investments for the past 7 years and the results have been quite fruitful. The overall quality of advice, focus on our cash flow needs and excellent understanding of the financial markets and multiple investing strategies, has enthused good confidence in us. We are glad that we appointed them as our financial advisor.