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Making your money work for you

Hey! I'm Kritee and I'm passionate about growing your wealth. 
I'm NISM Certified & AMFI registered, and you being here is testament to the fact that you are ready to take charge of your finances. Let's dive in!

INVEST WITH KRITEE

It's not just about the numbers, we know what your money needs.

  • Do you ever feel like there is not enough time in your day ?
     

  • Do you want to start investing but don't know how ?
     

  • Are you investing but don't know if you're on the right track ?
     

  • Do you have some financial goals but don't know if you can reach them in time ?

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If you answered yes to any of these

Then read this 

​If you answered YES to any of these questions, you're in the right place. 

Working with a financial advisor can save you an average of 8 hours every month ( 1 full working day!) and makes your wealth grow in the direction optimised to your needs. 
 

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Optimise your time and your money to work for YOU. 

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Invest with Kritee. 

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About Us

Consulting with Purpose

Let’s Succeed Together

From tackling personal decisions to reaching important milestones, my job is to guide you on the path of success. I’m fueled by my commitment to excellence and go the extra mile to make sure clients are fully satisfied with my work. As a professional Financial Consultant, I believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes. I know things can get challenging,and I'm here to ease the burden off your shoulders from Day One. Whether its Financial Planning, Investment advisory or crisis management - I'm here for my clients, whenever, wherever.

 

Contact me today for an initial consultation, and find out more about how I can tailor my services to your needs.

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Agility. Expertise. Ingenuity.

THE IMPORTANCE OF A FINANCIAL PLAN

Having a financial plan gives you freedom to make decisions without worrying about the finances - giving you a stress free life. Let me do the heavy lifting for you, and enjoy the fruits of your professionally made financial plan. 

RISK MANAGED INVESTING

I firmly believe that everyone is unique and so are their expectations and needs from their money. In order to make sure your investments perform for you, the best fit to your risk appetite needs to be incorporated in your investment plan. Too little, and you lose growth, and too much, you lose gains. 

INVESTING BASED ON YOUR NEEDS

At the end of the day, we invest to reap the benefits of investing. Which is why it is important to invest in a way that works in your favour. Always. I construct custom portfolios to suit your life and your unique needs.

Testimonials

What my clients have to say

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The Navy taught me plenty of stuff about flying and sailing but nothing about money and wealth. I almost panicked upon retirement with absolutely no clue about managing my retirement corpus. Thanks to Kritee, today I have more money than I ever imagined I could amass in such a short time. Her insightful knowledge and alacrity prevents me from giving into impulse buying (maybe a Mercedes!) which is my nature. She has proved to be remarkably wise and sharp in every financial advice that she has given to me. 

Capt. P Rajkumar, Shaurya Chakra
Indian Navy

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