What are the opening hours?

Monday 10am - 9pm Tuesday 10am - 9pm Wednesday 10am - 9pm Thursday 10am - 9pm Friday 10am - 9pm Saturday 10am - 9pm Sunday 10am - 9pm

P. Kothari Investments

Home
India
Kalyan
P. Kothari Investments

A financial planning and advisory firm.

Our Services include :
• Financial Planning which includes Child
Education Planning, Retirement Planning
Estate Planning etc.
• Wealth Management
• Taxation Advisory & Return Filing
• Mutual Funds Distribution
• Life Insurance
• General Insurance including Mediclaim
• Corporate Deposits, Fixed Deposits, Tax
Saving Bonds
• Will Writing
• Housing Loans and Loan against Property
• Business and Project Finance
• Accounting and providing End to End
services for taxation compliances.
• Company Law Advisory
• XBRL Filing and other compliances

04/02/2025

Very insightful article on retirement planning….!!!!

It talks about financial as well as non financial aspects of retirement…!!

Source - ET Wealth

17/01/2025

Have you covered yourself against inflation???

Does your investments beat inflation??

Have you thought about impact of inflation on your lifestyle???

20/10/2024

Attended the insightful session at CafeMutual Fund 2024 Confluence! 🌟 Grateful for the knowledge shared and the connections made. Let’s keep pushing the boundaries of mutual fund investing together! 📈💡

”

19/10/2024

Planning for a Secure Retirement? Here’s a brief guide on points to remember:

1) Retirement Spending Plan: Plan for a corpus 25-30 times of your annual expenses to manage inflation and unexpected costs.
2) Asset Allocation: The choice of asset allocation is crucial for the longevity and growth of the retirement corpus. Choose the right mix between conservative fixed-income or aggressive equity investments based on risk tolerance.
3) Emergency Fund: Set aside 10-15% of the corpus for medical and unexpected expenses.
4) Family Dynamics in Financial Decisions: Understand and discuss differing financial attitudes within a household to align on spending and saving preferences.
5) Structured Strategy: A structured approach to financial decisions is essential, especially as individuals age and have less time to recover from financial mistakes, necessitating a clear strategy for spending, saving, and investing their retirement funds.

17/10/2024

Time in the Market Beats Timing the Market 🕰️

Ever heard the saying, “It’s not about when you invest, but how long you stay invested”? Now more than ever, this adage rings true.

Falling markets can be a great opportunity to invest in stocks and mutual funds. Think of it like buying discounted products during a sale. The longer you stay invested, the more likely you are to reap the rewards of long-term growth.

Don’t let market fluctuations scare you away. Start investing today and let time work its magic.

04/10/2024

Life Insurance Cover is the most important gift to your family when you are not there…..!!!!

30/09/2024

Are you ready for retirement?

A recent survey by Canara HSBC Life Insurance revealed that a staggering 66% of people are not prepared for their golden years.

Key findings:
Retirement readiness: Only 18% feel fully prepared for retirement.
Life insurance: 75% believe their insurance is inadequate for emergencies.
Future planning: 82% won’t be able to meet their children’s financial needs.

Don’t let retirement catch you off guard.

Create a personalized retirement plan that aligns with your goals and financial situation.

21/09/2024

AI-Powered Stock Investing Webinar: A Huge Success! 🎉

We’re thrilled to share that our recent webinar on “How Artificial Intelligence (AI) Can Create Wealth in the Stock Market” was a resounding success!

Key takeaways from the webinar:
AI-powered investing can provide significant returns. Our AI-driven portfolio has generated 36.23% returns in the last year.
Anyone can invest in AI-driven portfolios, regardless of their investment experience.
AI-powered investing offers a hands-off approach to investing, making it easy and convenient.

Want to learn more about AI-powered investing? Drop a comment or send us a message.

16/09/2024

“Is Overseas Education Burning a Hole in Your Retirement Savings?”

The recent HSBC Quality of Life report reveals a concerning trend: 78% of Indian parents are sending their children abroad for higher education, and the cost is a staggering 64% of their retirement savings! 😱

While studying overseas offers numerous benefits, it’s crucial to plan ahead to avoid compromising your financial future.

Here’s a wake-up call:
Start early:- Begin investing for your child’s education as soon as possible.
Diversify your portfolio:- Explore various investment options to mitigate risks.
Plan for emergencies:- Create a contingency fund to cover unexpected expenses.

Strategize to ensure a secure future for both you and your child. Are you ready?

30/08/2024

Shield yourself from financial uncertainties like inflation, taxes, loans, and unexpected expenses with a Systematic Investment Plan (SIP). Your SIP acts as a powerful defense, ensuring you stay on track towards financial freedom. Don’t delay—start your SIP today with P. Kothari Investments and secure your future.

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Contact 📱 : +919029951509 / 9137097668

Address

Kalyan

Opening Hours

Monday	10am - 9pm
Tuesday	10am - 9pm
Wednesday	10am - 9pm
Thursday	10am - 9pm
Friday	10am - 9pm
Saturday	10am - 9pm
Sunday	10am - 9pm

Telephone

+919029951509

Website

http://www.pkothariinvestments.com/

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