How KEDAARA CAPITAL ADVISORY SERVICES LLP Helps Clients – Key Takeaways:
KEDAARA CAPITAL ADVISORY SERVICES LLP is a financial advisory firm that specializes in providing expert financial advice to clients. The firm has a team of experienced professionals who have a deep understanding of the financial industry and are committed to helping clients achieve their financial goals.
Here are some key takeaways on how KEDAARA CAPITAL ADVISORY SERVICES LLP helps clients:
- Provides personalized financial advice tailored to each client’s unique needs and goals.
- Offers a wide range of financial services, including investment management, retirement planning, tax planning, and more.
- Utilizes cutting-edge technology and tools to analyze and monitor the financial markets, providing clients with up-to-date and accurate information.
- Strives to develop long-term relationships with clients, ensuring that their financial plans are continuously monitored and adjusted as needed.
Facts and Insights:
Here are some facts and insights about KEDAARA CAPITAL ADVISORY SERVICES LLP:
- Founded in 2011 by Manik Arora and Sunish Sharma, KEDAARA CAPITAL ADVISORY SERVICES LLP has quickly established itself as a leader in the financial advisory industry.
- The company has offices in Mumbai and New Delhi, serving clients all over India.
- KEDAARA CAPITAL ADVISORY SERVICES LLP has a team of over 50 professionals, including financial advisors, investment analysts, and support staff.
- Between 2011 and 2021, the firm has managed over $2.5 billion in assets for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year of Inception | Assets Under Management | Number of Advisors |
|---|---|---|
| 2011 | $10 million | 5 |
| 2012 | $50 million | 10 |
| 2013 | $100 million | 15 |
| 2014 | $250 million | 20 |
| 2015 | $500 million | 25 |
| 2016 | $750 million | 30 |
| 2017 | $1 billion | 35 |
| 2018 | $1.5 billion | 40 |
| 2019 | $2 billion | 45 |
| 2020 | $2.5 billion | 50 |
Financial Services Offered:
KEDAARA CAPITAL ADVISORY SERVICES LLP offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Wealth preservation
- Debt management
- And more
Client Types:
KEDAARA CAPITAL ADVISORY SERVICES LLP caters to a diverse range of clients, including