We at KV Wealth – Invest & Insure aim to make a positive difference in your life. Working together, we can help you simplify the complexities by focusing on your financial well-being with a holistic, long-term approach.
Incorporated in 2010, with 600+ satisfied customers, we are driven by our strong passion to ensure the financial well-being of all our customers. We will help you achieve your financial objectives with the right asset class and product exposure, all stitched together smartly by our experienced and highly qualified team.
We are certified mutual fund distributors recognized by the AMFI (Association of Mutual Funds in India) and also insurance advisors recognized by the IRDAI (Insurance Regulatory and Development Authority of India). You will enjoy single-window access to a wide range of financial products, including Mutual Funds, Equities, ETFs, Bonds, FDs, PMS, NPS, Loans Against Mutual Funds, and Insurance, adequate to help meet your diverse financial objectives.
Why Us
Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...
Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendation process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focus 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.
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.
Right Experience & Skills:
We have over 18 years of combined experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
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 Products
Client Services
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.
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OUR TEAM
| Management: | |
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Mr. Vishal Baxi, CFP®, QPFP® (Founder & CEO) |
| Mr. Vishal Baxi is Founder & CEO and is also the Chief Advisor for KV Wealth- Invest & Insure (AMFI Registered Mutual Fund Distributors). One of the oldest in the team, he has over 15 years of rich experience in the financial services industry. A B.com, CPFA & CIA by education, he is known for his deep understanding of the distribution practices and their challenges and is an expert in financial & tax planning | |
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Mrs. Khyati Baxi, MBA (Finance) (ARN – 83346) Co-Founder |
| Mrs. Khyati Baxi is a Co-Founder of KV Wealth- Invest & Insure (AMFI Registered Mutual Fund Distributors). She has over 13 years of rich experience in the financial services industry. She is an MBA (Finance) in education and has an illustrious Academic record.She is deeply involved in Developing Financial Plans & Client Management and Heads the Clients Support function of KV Wealth- Invest & Insure. | |
