Features

We helps by ensuring efficient utilization of capital and available resources according to the principles of profitability, liquidity and safety. we are provides a definite system for internal investment, financing and internal controls.

Experts Help

Hand-holding of experienced professional in the maze of technical jargons in constantly changing world of investments.

Why Work With Us ?

We are committed to providing a high level of service, which stands apart from the rest.

How Do We Work ?

We work with you to create customized strategies that address your personal needs.

What Do We Offer ?

We offer comprehensive wealth management and retirement planning strategies.

Our Service

The KDI Fininvest Wealth Pvt. Ltd. Process is a disciplined practice that promotes financial clarity. As part of the process, you collaborate with our team to articulate your goals and plan for your financial needs. When your goals and needs are established, we then make specific recommendations, implement those recommendations, and meet periodically to review and make changes to your financial plan and investments. We remain flexible as life, markets and plans inevitably change.

Mutual Funds images
Mutual Funds

Equity Funds:- Investments made in stocks Fixed-Income Funds:- Investment made in bonds Money Market Funds:- Short term debts Balanced Fund or Hybrid Funds:- Stocks and Bonds

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Life Insurance
Life Insurance

There is no doubt that life insurance is a must have for everyone. Hence its very crucial to have a complete understanding of the value a life insurance policy can bring in to your life.

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Car Insurance
Car Insurance

Car insurance can help offset the loss of huge some manner: Provides benefits to survivors when accident results in death. It covers including legal fees against your result of an accident

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Health Insurance
Health Insurance

A health insurance plan can be a solution to deal with the rising medical costs. It provides financial security by covering the costs related to treatment, hospitalisation, free health check-up, and pre and post hospitalisation expenses.

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House Insurance
House Insurance

t will cover losses concerning personal property. You will get liability coverage that can be used as a proof in case of legal actions. The policy may not cover additional living expenses. .

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Travel Insurance
Travel Insurance

Some of the losses that Travel Insurance covers include loss of checked-in baggage, loss of passport, etc. By providing coverage against these losses, it compensates the traveller for additional expenses

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Loans images
Loans

Advantage: loans can help you out of a tight spot. Bank loans are available to finance the purchase of inventory and equipment as well as to obtain operating capital and funds for business expansion.

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Corporate Deposit images
Corporate Deposit

Corporate deposits or company fixed deposits are term deposits wherein you put your money for a fixed tenure at a fixed rate of interest. They are offered by non-banking financial companies (NBFCs) and other financial institutions.

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Group Medical Ins images
Group Medical Insurance

The best part of group health insurance is it offers benefits to both employers and employees. Irrespective of the size of your organization, advantages of group health insurance remain the same for all types and sizes of companies.

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Group Personal Accident

Group Personal Accident Insurance provides a comprehensive coverage for all expenses associated with accidents. In case of the accidental death of the insured, 100% of sum insured is paid to the nominee.

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Machinery Breakdown Ins
Machinery Breakdown Insurance

Physical damage to any machinery or equipment in a factory can pose a big loss to the business. Factories need to be prepared for such breakdowns in order to continue working smoothly and overcome the loss. To meet with such eventualities,

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Indemnity Insurance images
Indemnity Insurance

Indemnities are contractual agreements that provide compensation for losses, damages, or liabilities sustained by another party. When you are indemnified, you are absolved from the responsibility for losses incurred during a mishap. sdxjsdhdhdihdiuhdiuchiduhciduhi

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Marine Insurance images
Marine Insurance

ome of the advantages of purchasing this insurance are: The insurance provides financial stability to the business. It helps manage the risks and conduct business without much worries.

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Office and Factory Insurance images
Office and Factory Insurance

Factory Office insurance holds ample importance in terms of offering great benefit in an industrial set up that is used for manufacturing. Factory & Office policy in India provides coverage against any monetary losses

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Business Insurance
Business Insurance

‘The fear of loss’ has been a constraint on the growth of business and trade. An uncertain future of business and of individual has always been haunting him. Insurance has been helpful in solving many problems of business and private life.

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Stock Exchange images
Stock Exchange

Tax benefits — Stock market investments are one of the most liquid forms of investments, unlike fixed deposits in banks or government bonds,

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Our Skills

A person needs to be able to have good judgment, communication, research and analytical skills. many promises and high hopes and dreams of improving their financial situation. We plan to pay off debt, cut their expenses, save and invest more, and generally manage their money better.

Mutual Funds

95%

Insurance

91%

Loan

87%

Stock Exchange

94%