About us
At Kairos Wealth, we believe in timing your wealth decisions right. Our approach is rooted in trust, transparency, and tailored solutions.
Mutual Fund Distribution
Bonds
Shares
Fixed Deposit
Alternative Investment Funds (AIFs)
Portfolio Managment Services
All types of Insurances
Loan Against MFs / Shares
Let’s create a goal based plan that suits you’re lifestyle.
Why Kairos Wealth?
SEBI-registered professionals
Goal-based planning
Transparent, unbiased advice
Core Values
Trust | Integrity | Independence | Growth
Our Mission
“Empowering clients to live financially free lives.”
About us
Kairos Wealth
Kairos Wealth, an investment and financial planning firm dedicated to helping individuals, families, and businesses build and preserve wealth through personalized financial strategies. Our team has over two decades of experience in the financial services industry, and deep expertise in portfolio management, retirement planning, tax optimization, and wealth transfer strategies.
After recognizing a growing need for unbiased, client-first financial advice, Kairos Wealth was incorporated to deliver holistic planning that aligns with clients’ life goals, risk tolerance, and long-term vision.
The firm has grown to serve a diverse clientele ranging from young professionals to high-net-worth individuals and business owners. Kairos Wealth has been instrumental in safeguarding, creating and building a legacy for my clients, while ensuring total peace of mind.
Kairos Wealth, developed a reputation for integrity, strategic thinking, and a hands-on approach to financial problem-solving. The team brings reach experience of over 20 years for organizations like MF Global, Religare Securities, Kotak securities, Motilal Oswal securities Ltd, HDFC bank Ltd, Axis Mutual Funds and Canara Robeco Mutual fund.
We are passionate about financial literacy and regularly contributes to community workshops, webinars, and publications aimed at demystifying personal finance.