Kamath & Duragkar Investments is one of the leading financial services firm in Central India for more than 25 years. Recently it has incorporated “Wealth Insight” to cater to wider segment and taking the advisory practice to the next level by providing holistic planning which focuses more on complete life planning through proper combination of various instruments such as Life Insurance, Mutual funds, Fixed Deposits, Bonds & General Insurance.
At “Wealth Insight” we are committed to deliver superior client experience by offering solutions which are more inclined towards our client’s personal financial goals. Lead by a team of professionals across domains, we provide integrated approach to Financial Planning, Risk Management, Asset Allocation Investment Management, Tax Planning and Succession Planning,. Having a well diversified clientele of Retail, Institutional, HNI spread across geographies, “Wealth Insight” uses state of the art tools, software & technology to serve clients in the user friendly & reliable way.
At Wealth Insight we firmly believe on two principles:
1. Provide solutions which are good to our clients, Anything that does not suits his requirement can never be good to us as well.
2. What our clients get out of us is more important than what we get out of them.
Laid on the foundation of Unbiased advice, professional management, client centric approach, We believe in transforming one’s life by taking calculative stance towards investment options being proposed which eventually leads to Peace of Mind in every sphere of life of our clients.