Secure Your Future with
Strategic Financial Planning

Your Trusted Partner in Financial Growth

About Us

Established in 2017, we evolved from KPR Wealth Management Services (founded in 2010) to offer comprehensive financial solutions, including:

With over 30 dedicated Financial Analyst, we serve institutional, corporate, and individual clients, providing efficient, top-tier financial services. Recognized as one of India’s leading financial advisory firms, we are committed to your financial growth and success.

15+
Years of Experience

Our Services

Personal Financial Planning

We help you create a structured financial plan to manage your income, expenses, savings, and investments effectively. Our goal is to secure your financial future with tailored strategies. Start planning today for a stress-free tomorrow!

Wealth Management

Grow and protect your wealth with expert strategies that include asset allocation, risk management, and estate planning. We offer personalized solutions to optimize your financial growth. Let us help you build a secure financial legacy.

Investment Planning

Make informed investment decisions based on your goals, risk tolerance, and market opportunities. We guide you in selecting the right assets, from stocks to real estate. Start investing smartly to achieve financial success.

Mutual Funds

Diversify your investments with professionally managed mutual funds suited to your financial goals. Whether you seek growth, income, or stability, we have the right fund for you. Invest wisely and watch your wealth grow.

Insurance

Protect yourself and your family with customized insurance solutions, including life, health, and asset insurance. We help you choose the best coverage for financial security. Secure your future against unexpected risks today.

Tax Planning

Reduce your tax burden legally with strategic tax-saving investments and deductions. Our experts help you optimize your finances for maximum savings. Plan ahead and keep more of your hard-earned money.

Financial Consultant

Expert guidance to secure and grow
your wealth.

Investment Advisor

Smart strategies for long-term
financial success.

Mutual Fund Investments

Diversified portfolios for
maximum returns.

Insurance

Protecting your assets and securing
your future.

Wealth Management

Tailored solutions for financial growth
and stability.

Secure Your Future, Grow Your Wealth

Expert Financial Guidance for Investments, Insurance, and Wealth Management

Customer satisfaction (CSAT) score

95%

Client retention rate

90%

Complaint resolution rate

98%

Insurance claim

90%

Service quality rating

4.8/5

Years of Experience

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Assets Under Advisory

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Investors

0 +

Clamis Yearly

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services Yearly

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Secure Your Future, Grow Your Wealth

Expert Financial Guidance for Investments, Insurance, and Wealth Management

Customer satisfaction (CSAT) score

95%

Client retention rate

90%

Complaint resolution rate

98%

Insurance claim

90%

Service quality rating

4.8/5

Frequently Asked Questions

1. What is Personal Financial Planning?

Personal financial planning involves managing your income, expenses, savings, and investments to achieve your financial goals. It includes budgeting, saving for the future, and ensuring financial security.

2. How can Wealth Management help me?

Wealth management provides a comprehensive approach to growing, protecting, and managing your assets. It includes investment strategies, estate planning, tax optimization, and risk management tailored to your financial needs.

3. What is Investment Planning, and why is it important?

Investment planning is the process of identifying financial goals and choosing suitable investment options like stocks, bonds, mutual funds, and real estate to generate wealth over time. It helps ensure long-term financial stability and growth.

4. What are Mutual Funds, and how do they work?

Mutual funds are professionally managed investment funds that pool money from multiple investors to invest in diversified assets like stocks and bonds. They offer a convenient way to grow wealth while minimizing risks through diversification.

5. Why is Insurance important in financial planning?

Insurance provides financial protection against unforeseen risks such as health issues, accidents, or property damage. It ensures financial security for you and your family while preventing unexpected financial burdens.

6. What is Tax Planning, and how does it benefit me?

Tax planning involves strategically managing your finances to minimize tax liabilities legally. It includes utilizing tax-saving investments, deductions, and exemptions to optimize your taxable income.

7. How do I start my financial planning journey?

You can begin by assessing your current financial situation, setting clear financial goals, and consulting a financial expert to create a personalized plan that aligns with your short-term and long-term objectives.

Financial Advice

Strategic planning to achieve your financial goals.

Investment Advice

Smart investment strategies for wealth growth.

Risk Management

Minimizing financial risks for a secure future.

Taxes & Consultants

Expert tax planning for maximum savings.

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Our clients love us!

Good service Clear to understand the customer. Way of service, kind and helpful to the customer Response and respectful good manner always. It's useful for my family.

Senthil Kumar

Team member technical ( T.M.T)
Hanon Automotive India

⭐⭐⭐⭐⭐

Warm greetings of the day. My brother has passed away last July. He had some insurance on Birla groups. Ms.Vinodhini Executive support from the Birla side is giving extraordinary support for claiming and helping out things which are making the process so easy for us

Arun

Mechanical design Engineer
GTRE-DRDO, Bangalore

⭐⭐⭐⭐⭐

Team guided me with many investment and helped me to select suitable investment for me. And they keep on updating and follow up me with all things.

Gopinath R

Process Lead
Accenture

⭐⭐⭐⭐⭐

I'm feeling good to be associated as a client with KNV Capital Services and Ms. Vinothini is extending her support always.

K. Vimalathithan

Manager Training and Operations
Leather Sector Skill Council

⭐⭐⭐⭐⭐

When I planned to take an term insurance KNV capital service has given clear clarity about the term insurance and I am satisfied of their service with the "Best Communication Campaign". Their quality has delivered to our expertise solution, we hope to continue in the same vein of quality service to all our present and future.

Divya R

Manager Training and Operations
Abryl Laboratory Pvt Ltd

⭐⭐⭐⭐⭐

Thank you KNV team for the continues support to achieve the financial goals. Following up and explaining about Market opportunities during the down trend. Looking forward for a long journey to progress further.

Ebin Jacob

Support Engineer
Crowdstrike India pvt ltd

I was referred by my relatives about their service. I was impressed with their team and follow ups of service team. They listened all our needs and goals and given inputs and knowledge on products. They guided us in every investments made and given attention of customers with the follow ups. Thanks to KNV Team.

Thirupathirajan

Sales Manager
Supreme Industries, Chennai

It was a great experience discussing with Mr. Manikandan regarding the financial goals and the exceptional advice to achieve the goal. Planning and solution seems good, got clarified with most of my doubts and the mistakes done. Looking forward for further discussions and proceedings. Thanks!

Ashok Kumar N

Business Analyst
City Bank

Nice to had detailed discussion about my financial constraints and the analysis shared helped a lot.

Baktha Kumar

Senior Team Lead
Temenos

Thorough professionals with good knowledge on the domain. Regular follow-ups and focus on investments makes it a worthy relationship.

Hemanth T S

Senior Manager
TCS

Awards & Recognition

Award -2024

Award -2022

Award -2021

Award -2020

Award 2019 -2020

Awards & Recognition

Award -2024

Award -2022

Award -2021

Award -2021

Award -2021

Award -2020

Award -2020

Award 2019-2020

Award -2024

Award -2022

Award -2021

Award -2020

Award 2019 -2020

Awards & Recognition

Award -2024

Award -2022

Award -2021

Award -2021

Award -2020

Award -2020

Award 2019-2020

Award -2024

Award -2022

Award -2021

Award -2020

Award 2019 -2020

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Secure Your Future with
Strategic Financial Planning

15+
Years of Experience

Personal Financial Planning

Wealth Management

Investment Planning

Mutual Funds

Insurance