Our Services

"We have a unique Client Centric Service Model so as to help our Clients to select the combination of various products and value added financial advisory services required by them.

INVESTMENT ADVISORY PRODUCTS

Equity:

  • Cash – NSE – BSE
  • Future
  • Option

Commodities:

  • MCX
  • NCDEX

Mutual Funds:

  • Equity
  • Debt
  • Balance
  • ELSS

General Insurance:

  • Health
  • Vehicle
  • Home
  • Personal Accident
  • Travel
  • Trade

Fixed Income:

  • Fixed Deposits
  • RBI Bonds
  • NCDs
  • Capital Gain Bonds

Capital Gain Bonds:

Pension Schemes:

IPOs, FPOs, NFOs:

FINANCIAL PLANNING SERVICES
  • Investment Planning:
  • Child Education Planning:
  • Cash Management Planning:
  • Retirement Planning:
  • Insurance Planning:
  • Tax Planning:
  • Portfolio Management Service:
  • Liability Management Services:

About Us

Kothari Consultancy is a legendary name as Investment and Financial Designer in Wealth Management sector set up by entrepreneur having background of Finance to provide a professional platform.

Kothari Consultancy comprises of a team of more than 20 year experienced professional initiated operations in 2005 to cater to the Wealth Management requirements to wide range of clients assuring a high degree of Trust, Personalized Service and Confidentiality.

At Kothari Consultancy, we understand the unique needs and requirement of clients and based on that we help our clients to establish Specific, Achievable and Time Bound objectives. We design the roadmap to achieve Personal Finance objectives based on present and future cash flows, the present distribution of your wealth and your financial risk acceptance level.

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Get in Touch

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Contact Info

Kothari Consultancy
C/F -12 Durga Complex,
Durga Oil Mill Compound,
Himatnagar - 383001
Mobile: (+91)9824713376
Email: kothariconsultancy@hotmail.com