K K Credible Financial Services

Rajkot's well-known AMFI REGISTERED MUTUAL FUND DISTRIBUTOR - ARN-102559 (Validity :03-02-2028),

Since 2015, We provide Credible information on Mutual funds , PMS , AIF, SIP, SWP , Start up Investment, Various Bonds, Fixed Deposit. We are AMFI REGISTERED MUTUAL FUND DISTRIBUTOR - ARN-102559 (VALIDITY: 03/02/2028)



Our Main Objective :

Achieve maximum wealth creation and deliver exceptional v

alue to clients over the long term through detailed research and strategic planning. Our Philosophy:

Customize investments to suit individual circumstances, target higher risk-adjusted returns, and align with specific goals. Review insurance plans, facilitate succession through wills, and ensure complete financial security. Our Focus:

# Restructure your investments considering your requirements.
# Evolve Strategies that will help you in achieving higher risk adjusted returns.
# Make your investments work to achieve your goals
# Deciding which insurance Policies should be continued and which should be surrendered.
# Making a proper succession Plan through wills and Trusts. Our Style :

Personalized Professional service based on the requirement of clients, Goal oriented advisory module with following strategies

# Long term planning with minimum churning as a cost effective tool
# Planning towards Maximizing tax efficiency.
# Avoiding high cost products like NFO's unless it is a very much necessary
# To Keep it Simple

Our Team :
Headed by Killol Karia (BE- Chem, MBA-Marketing)

Killol has a vast experience of 20 Year into financial industry especially Mutual Funds, and was heading HDFC Mutual Funds till May'15. Looking at the huge requirement of the credible and right mutual fund distribution need to society , he has started his own financial services firm in the name of K K Credible Financial Services. He has conducted over 100 training programs covering over 5000 participants on various topics of Financial Markets especially the Financial literacy. Our Services :

As AMFI registered Corporate Mutual Fund Distributor, our services comprise of :

# Suggesting investment products, balancing risks and returns suitably for each investor.
# Provide detailed Asset Allocation Plan [ AAP ] and opting for purchase averaging.
# Preparation of all necessary applications and other paper work
# Maintenance and reporting of portfolio on quarterly basis.
# Suggesting profit booking and/or switch from time to time & further reinvestment of sale proceeds on an ongoing basis.
# Assisting into tax matters and providing annual statement of Dividend and Gains

We will be a single point contact for all services related to MF and other financial Products thereby reducing your efforts of going to various contact points.