COMPANY PROFILE
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Company Profile

Our history goes back to October 2014 when we started ‘Kahaan Finometrics’ just out of a passion for managing the wealth of our friends and family with a small bunch of clients. With the support and enthusiasm of our clients, we received a tremendous response which helped instill further confidence in us, owing to the value that we created for them. We realized the true potential of this venture and developed KF into a full-fledged financial planning & transaction platform.

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Our team consists of professionally qualified people with 20+ years of combined experience in consulting, wealth management, retail sales, and taxation along with a couple of Industry veterans acting as our advisors and mentors to drive the strategy and direction of the firm.

Our USP is to offer cutting-edge financial services with a wide range of financial products under one roof based on an Individual’s goal plans and risk appetite. We endeavor to:

  • Make your money work for you
  • Identify your risk appetite by answering few simple questions & following an investment strategy which meets your risk, duration and goal needs
  • Create tailored goal-based plan ranging from wealth creation, children education corpus, retirement & legacy planning etc.
  • Map each financial & non-financial investment against your goals along with periodical tracking for goal fulfillment and taking timely remedial action if any needed.
  • Plan your taxes effectively
  • Paperless Investing and ongoing digital service support
  • Identify Investment avenues for business houses to make most of their business earnings
  • Work out Ideal insurance coverage based on your scientific human life value
  • Get your ideal Life & health Insurance cover
  • 24 X 7 tracking your & your family’s wealth & life Insurance portfolio at the click of a button on your mobile and laptop