Our Services

At Kairos Wealth, we empower you to participate in the equity markets with clarity and confidence. Whether you’re a first-time investor or looking to refine your portfolio, our equity trading solutions are built around your financial goals, risk appetite, and time horizon.

💼 Our Approach

We offer advisory-based equity trading, not execution or speculative tips. Our focus is on building sustainable, goal-driven equity portfolios through a structured approach

• ✅ Customized Stock Recommendations
• ✅ Fundamental & Technical Research
• ✅ Portfolio Monitoring & Rebalancing
  

📊 What We Offer

• Long-Term Equity Investing
  Invest in fundamentally strong companies aligned with your personal goals and values.
• IPO & Special Situation Advisory
  Get support in evaluating IPOs, buybacks, delistings, and other opportunities.
• Periodic Reviews & Rebalancing
  We help you stay on track, adapt to market conditions, and realign with your goals.

Curated Strategies for High Net-Worth Growth

At Kairos Wealth, we offer expert guidance on Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) for investors seeking sophisticated, research-driven, and professionally managed investment solutions.

We help you select, evaluate, and monitor PMS and AIF products that align with your financial goals, risk appetite, and investment horizon.

Click next on What Are PMS & AIF?

• PMS (Portfolio Management Services)
  PMS is a customized investment service for individuals or entities with a minimum investment of ₹50 lakhs, managed by licensed portfolio managers. It offers active management of equity, debt, or hybrid portfolios.
• AIF (Alternative Investment Funds)
  AIFs pool capital from sophisticated investors to invest in niche strategies such as private equity, venture capital, hedge funds, pre-IPO opportunities, and structured debt, requiring a minimum investment of ₹1 crore.

Capital Protection. Predictable Returns. Peace of Mind.

Kairos Wealth offering Fixed Income Products like Fixed Deposits, Bonds, Debentures, and Government Securities. This content is suitable for a dedicated service page on your website and follows a structured, user-friendly, and trust-building tone.

Click button💰 Fixed Income Products

At Kairos Wealth, we help you diversify your portfolio with carefully selected fixed income products that offer stability, consistent returns, and lower volatility compared to equities.

Whether you’re looking to park surplus funds, generate passive income, or protect your capital, our fixed income solutions provide a safe and strategic way to meet your financial goals.

Click button 🔍 What Are Fixed Income Products?

Fixed income investments are financial instruments that offer predictable interest payments and return of principal at maturity. They are ideal for conservative investors or those seeking a balance between risk and reward.

Click button 🏦 Our Fixed Income Offerings

✅ Fixed Deposits (FDs)

• Corporate and Bank FDs
• Flexible tenures from 1 to 10 years
• Higher interest rates for senior citizens
• AAA-rated issuers only

   

✅ Tax-Free Bonds

• Issued by government-backed institutions (e.g., NHAI, REC, IRFC)
• Interest exempt under Section 10(15)(iv)(h)
• Long-term, stable income

   

✅ Non-Convertible Debentures (NCDs)

• Secured and unsecured options
• Regular income through monthly, quarterly, or annual interest payouts
• Rated by CRISIL, ICRA, etc.

   

✅ Sovereign & Government Securities

• RBI Floating Rate Bonds
• G-Secs with maturity up to 40 years
• High safety, backed by Government of India

   

✅ Market-Linked Debentures (MLDs)

• Returns linked to index performance
• Capital protection with upside participation
• Ideal for HNIs under structured products

Click 🎯 Who Is This For?

• Retirees looking for steady income
• Conservative investors avoiding equity risk

At Kairos Wealth, we help you access instant liquidity through loan against mutual funds and shares — letting you meet your financial needs without disrupting your long-term wealth creation.

Protect What Matters Most — Your Life, Health, Assets & Income.

At Kairos Wealth, we don’t just help you grow wealth — we ensure it’s protected at every stage. Our comprehensive insurance advisory services help you choose the right coverage across life, health, and general insurance — so you and your family are financially secure in times of need.

We offer unbiased, needs-based advice, not product selling. Every policy recommendation is tied to your life stage, goals, and risk profile.

🔍 Why Insurance Planning Matters

“Insurance is not an investment — it’s a risk transfer tool.”

Most people are either underinsured or wrongly insured. At Kairos Wealth, we make sure your insurance complements your financial plan, not complicates it.