Company Overview
Kasat Securities is a Financial Advisory services of Mutual Funds which had been providing similar services for over number of years to the satisfaction of the clients. We offers a wide array of products and services, including integrated Financial planning, Wealth management, Tax Consulting services , Insurance & Mutual Fund. We serves over 1200 clients, high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized Services to Individuals. Maximizing Wealth is the first and foremost motive of us.
Our services are individually designed to meet clients needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios , offer a comprehensive selection of investment alternatives that will suit their Financial goals.
OUR VISION
To spread Financial Literacy among the general public to make each individual Financially Strong & Independent.
OUR MISSION
Our mission “Atmanirbhar Bharat Atmanirbhar Niveshak” aims towards creating share market awareness among 1 crore new investors.
OUR VALUE
No matter how big or small an individual is, we help every investor in their financial journey towards wealth creation
