Welcome To KALYAAN WEALTH
A reputed name for comprehensive financial advisory and product distribution services
We as KALYAAN WEALTH incorporated in the year 2014 and at present have more than 2000 satisfied clients. We help clients to achieve their financial goals with effective and smart investments strategy.We are certified Wealth Managers, Mutual Fund and Insurance consultants registeredby AMFI (Association of Mutual Fund of India) and IRDAI (Insurance regulatory and development authority of INDIA).
We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance and mutual fund investments to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy secured retirement life.
We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance and mutual fund investments to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy secured retirement life.
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Happy Clients
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Crores AUM
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Years of Experience
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Awards
Why Us?
01
Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
02
Rich Product Basket
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
03
Focuss on Customer Satisfaction
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
04
Value Added Services
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
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Right Experience & Skills
We have over years of experience in financial advisory and products distribution space. Our experience.
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Driven by Passion
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Our Team
Mr. Puneet KatariaFounder & Chairman
He is the Founder & Chairman of Kalyaan Wealth. He has over 20 years of rich experience in the financial services industry. An MBA by education,and an entrepreneur by passion, has a 94.61% success ratio in claim settlement.
Mr. Lovish PujaniCo-Founder & Managing Director
He is the co-founder and managing director of Kalyaan Wealth having 10 years of rich experience in the financial industry. An MBA by education with dual specialisation in finance and marketing. He has worked with NJ Wealth as a Branch Manager for 6 years.
Mr. Niteesh ChanderHead Product Development & Operations
At Kalyaan Wealth, He spearheads product development and market analysis initiatives, specializing in portfolio management. With expertise in health insurance, term insurance, and mutual funds, he drives innovation to meet client needs effectively. Through strategic insight and market analysis, He ensures Kalyaan Wealth remains a trusted partner in financial management.