What we do

We provide the best solutions for your growth

“We empower individuals and families to achieve their financial goals through personalized suggestions and expert guidance. At KVK Finserv LLP, we believe financial planning is more than just numbers; it’s about your dreams, aspirations, and what matters most to you. We are a team of dedicated and experienced financial professionals passionate about helping you navigate the complexities of your financial journey.”
Financial Planning
Financial Planning
Financial planning in nutshell is accumulating money for all money goals that will come in your life.
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Retirement Planning
Retirement Planning
Retirement is when you retire from work & not from income, retirement planning can be split into two scenarios pre-retirement
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Tax Planning
Tax Planning
Effective tax planning is a process of following efficient investment and reallocation of investment
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Insurance Planning
Insurance Planning
Insurance Planning Insurance is a product that replaces your income or replaces asset
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OUR SERVICES

OUR SERVICES

Mutual Fund
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other asset classes. Mutual funds give small or individual investors access

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Insurance
A Term insurance is the most comprehensive form of financial protection. It will helps you prepare for such uncertainties. One of the most cost-effective methods by which to mitigate risk, Term insurance is popular primarily because it asks for low premiums yet the family of the deceased gets the entire amount.
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Corporate Fixed Deposits
Corporate Fixed Deposit is one of the most preferred investment options among conservative nature investor who need fixed and regular income.

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Annuity-Insurance
An annuity plan is a type of financial product that provides a stream of income to an individual over a specified period, typically in retirement. Essentially, it is a contract between you and an insurance company. You agree to make a lump-sum payment or a series of payments to the company. In return, they provide guaranteed periodic payments.
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Bonds & NCD’s
Like other fixed-income debt instruments, NCDs are issued by a company that agrees to pay a fixed rate of interest on your investment for a specified period, in order to raise capital from the market for business purposes.
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NPS
NPS is regulated by the Pension Fund Regulatory and Development Authority (PFRDA).
It is a retirement plan. A working individual can deposit a certain amount every month or invest a lump sum in the NPS account.


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