Private Wealth

After playing a pioneer role in creating a mutual fund investment cult in Eastern India since 1996, SKP remains a leading mutual funds distributor and is a three time Winner of CNBC TV18 Best Regional Financial Advisor (East) Award.

We have a deep understanding of clients, their financial health and needs on one side and characteristics and use of different asset classes and investment products on the other.

Using our simple, yet disciplined financial planning based approach we are able to match them, bringing a sense of prosperity and happiness to our clients.

We empower our clients and partners through education on nuances of investments.

Client Feedback

“Prudent asset allocation to fulfil our investment objectives, periodic review and investing discipline is what we learnt from SKP. This has helped us meet our investment objectives.”

“We have always come across ‘buy this’ and ‘sell this’ kind of investment advice. In contrast, SKP’s need based, financial planning-oriented advice was refreshing and reassuring.”

“In an industry full of customer sycopanths, SKP showed us the mirror image of our investment approach that helped us avoid mistakes. This is what I learnt: no matter what, SKP tells the truth.”

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