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What We Offer

We don’t sale only products,we offer products that completes your financial needs.We have various kinds of products in our basket. We offer tailor made customised financial plan for every family as per their requirements.

Goal Based Financial Planning

A financial plan is a comprehensive picture of your current finances, your financial goals and strategies you’ve set to achieve those goals. Good financial planning should include details about your cash flow, emergency fund, savings, debt, investments, insurance and any other elements of your financial life.

Mutual Fund & SIP

(One Time Investment, SIP & SWP) – We offer all types of mutual fund schemes for lump sum or one time investors. Also we offer SIP and SWP in all mutual fund schemes.

Debt Planning & Management

We help people in managing their expenses in such a way to reduce their debt burden & enables them to clear their debts in time. We have LOAN + SIP plan which gives you 5 types of benefits.

Retirement Planning

We offer tailor made retirement planning for each client for any age group as per their risk appetite and client Profiling to enjoy hassle free and wealthy retirement life.

Child Education Planning

child education planning is most prominent factor & it has many benefits such as it secures the child’s future, releases worries of parents of future, provides tax benefits.

Insurance Planning

We offer all types of insurance like Life, Health & Motor which are part of a financial planning of client.

CA Services

IT returns, Tax saving advices, Capital gain/ Loss advice

Estate Planning

Will writing, flat sale & purchase, loan for flats, stamp duty registration & agreement etc work.

Wealth Management

We offer PMS in mutual fund and shares to our esteemed clients.

Lifetime Free Mutual Fund Account

Open your lifetime Free Mutual Fund Account with us now.

Start investing as less as Rs 100 in SIP as and when needed. For any assistance related to financial planning, mutual fund investments get back to us.

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Comprehensive Financial Planning

In a comprehensive financial plan we do one to one meetings with clients to understand their needs and requirements towards their financial goals. And after discussing with our esteemed clients we offer a financial plan i.e. road map for their investments to accomplish their financial goals within time limits.

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Retirement Planning

Live session on achieving financial goals & pre / post retirement planning

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Child Education Planning

Live session on financial planning for your child education

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Loan Repayment Planning

Live session on how to get back your home loan interest with sip with 5 types of benefits

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Our Customers

“I have been investing in Mutual funds based on advice from Neeta of Kulkarni Investments and it has fetched great returns for me. I have been able to do financial planning based on systematic and well advised investments and my experience is truly great. My portfolio is periodically reviewed and ensures avoidance of any risk whatsoever. I am well on my way to achieving my retirement goals. Thanks a lot for planning a peaceful and bountiful retired life.”

“Neeta has been handling my investment portfolios for past 2 years. I have been very fortunate to have met her as under her guidance i succeeded in loan repayment planning and child education planning through investments in Mutual Funds. She keeps herself very well informed and is always in control of the portfolios under the command. For someone like me who didn’t keep daily tabs on my investments she came as an asset as she would always jump in with the right advice which resulted in multiplying returns. Neeta has a very transparent and pleasant frame of mind and is always a pleasure meeting her.”

“I have been associated with Kulkarni Investments for the past 5 years. Neeta guided in streamlining my finances and made it simple from a more complex situation. She gives unbiased view and is very positive in her approach towards individuals. Good in communicating her views and able to give us future trends and the happenings around.”

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