We have extensive experience in managing our client’s wealth by choosing the right mix of Mutual Funds to invests in. In less than 3 years, we’ve established a base of over 115 clients spread across India.
All our investment decisions are personal, customised, and based on our client’s risk appetite and long term goals.
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We can help you select the best funds or SIP plans to invest your money. Just drop us a line, and we will get in touch with you.
Based on your risk appetite, our team will prepare a fully personalized investment plan for you. Again 100% Free.
Let us help you save taxes by investing in the top performing tax savings bonds. Totally tax free returns!
Make the money in your Current Account earn some extra interest, by parking them in Ultra-short term Liquid Funds.
Clients across Mumbai, Surat, Kolkata, Pune, Delhi and even Oman come to us for their Mutual Fund Investments!
THEREFORE, WE ENSURE THAT YOUR EXPERIENCE WITH FINANCIAL PLANNING AND MUTUAL FUND INVESTMENTS IS AS SMOOTH AND HASSLE FREE AS POSSIBLE.
We provide online reports viewable through your dashboard.
We do all the paper work for you while you sit back and relax.
We don’t charge our clients for our Mutual Fund Advisory Services.
We’ve tried and compiled a list of the most frequently asked questions we get from clients.
When you come on-board and become one of our coveted clients, you’ll be given access to your personal Financial Dashboard. You can log-in and check the value of your investments any time you want.
Absolutely, we can help you invest in Mutual Funds, Corporate Fixed Deposits, Debt (Liquid) funds, and any PMS offered by an AMC.
All our consultation and investment advisory services is FREE for clients. We are compensated for our efforts by the Fund houses.
Awesome! Please get in touch with us over email or phone, and we’ll understand your goals and tell you what to do.
Our Advisors have extensive experience in Financial Planning and Investing in the Equity Markets.
Anisha is the founder of Anisha Kathotia Financial Services. Always deeply engrossed in news about the Financial world and with undying, infinite passion for finance and investments. She is an expert equity market analyst and always keeps a tab on the market movements.
Aditya takes care of branding and marketing activities at Anisha Kathotia Financial Services. He also provides the tech support for clients at Anisha Kathotia Financial Services.
WE MAKE SURE THAT THE NEEDS AND REQUIREMENTS OF ALL OUR CLIENTS ARE MET. WE ARE HERE TO MAKE YOUR MONEY GROW, YEAR AFTER YEAR.
Thanks a lot for all the help Anisha. Franklin funds that you recommended have more than doubled!
Shashank Shahabadi(Architect)
Anisha is a real expert. I can call her anytime about my investments, and she is always there to guide us.
Mehul Patodia(Business)
Thanks a lot for all the help Anisha. Franklin funds that you recommended have more than doubled!
Shashank Shahabadi(Architect)
Anisha is a real expert. I can call her anytime about my investments, and she is always there to guide us.
Mehul Patodia(Business)
Please fill out the form on the right, and one of our expert Mutual Fund Advisors will get in touch with you within 24 to 48 hours.
In case you don’t want to wait, and have any questions, or comments, or need advice about your Mutual Fund Investments - Feel free to Call us on +91 9831044668.
