KFIC PHILOSOPHY

MISSION STATEMENT

To champion each client’s personal financial goals through customized financial advising and our proven experience in wealth creation, and to maintain a relationship of trust and dependability with every investor.

VISION

At KFIC, we aim to create enduring relationships of trust with each and every client through outstanding service, research, and solutions. We wish to be recognized as a leader in financial planning and wealth management on the basis of our values and commitment to the needs of our clients. The world of investing can be complex; our aim is to provide clear answers to questions and fruitful pathways to wealth creation and preservation.

KFIC VALUES

Knowledge : Superior knowledge, foresight and information for investment decisions, keeping in view external and internal business environments, present and future.

Foresight : Visualization of the best plan of action suitable for the sustained growth of your wealth.

Innovation : Innovative business strategies for identifying unique investment opportunities leading to wealth creation for clients and shareholder value.

Credibility : Commitment to a high standard of governance; commitment to a high standard of transparency in operations.

OVERVIEW OF INVESTMENT BANKING

Investment Counseling

One-on-one meetings: our highly professional and expert management team meets periodically on a one-on-one basis with the top management of companies, offering treasury management services and investment decisions.

KFIC also provides unique investment and other advisory services to employees of major corporate clients. Our team interacts with groups of employees and if required we engage in face-to-face meetings to help them make systematic and prudent investments that take into account each individual’s present financial commitments, expectations, and risk perceptions.

Stock Broking

KFIC Securities Limited has access to a full range of advisories offered by Khandwala Securities Limited. Our clients therefore have access to the full range of services offered by Khandwala Securities Limited on the NSE and BSE platforms.

ADVISORS

Mr. Kishore Shetty

Mr. Shetty is the Chairman at KFIC with more than 31 years of professional and investment advisory experience. He is a fellow and member of the Institute of Chartered Accountants of India. He also holds a B.A. Degree in Economics from Pune University. Mr. Shetty has developed extensive knowledge in all aspects of the financial services industry. Right from its inception, he has steered KFIC from strength to strength in terms of volume, expansion and consistent profits in both fund based and non-fund based activities.

Ms. Raksha Shetty

Ms. Raksha Shetty joined KFIC in 2009 as a Director; she has a B.A. in Economics from Pune University and a Masters in Marketing and Business Management from Aston University (U.K.). She has specialized in Investment Banking and handles major client relationships.

Mrs. Leocardia Fernandes

Mrs. Fernandes joined KFIC in 1986 as a Back Office Manager. She has more than 28 years experience in handling Back Office Transactional Services. She also supports our investment advisories team. She holds a degree in Bachelor of Commerce from Pune University.

Mr. Wilbur Francis

Mr. Francis joined KFIC in 2015 as a Marketing Executive. He has more than 5 years experience in Finance. Mr. Francis holds a degree in Commerce from Pune University and a Postgraduate Diploma in Banking and Finance.

Ms. Prachi Jitesh Kabbur

Ms. Kabbur joined KFIC in 2015 as a Marketing Executive. She has more than 5 years experience in Finance. She holds a Degree in Commerce from Shivaji University, Karnataka and a Postgraduate Diploma in Banking and Finance.