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Wealthify

Wealthify a product from KK Tax ,Our mission is

To make Investing Accessible to everyone at affordable costs.
to structure a Strategic Financial plan to meet specific goals and objectives of clients.

We've combined our financial knowhow and tech expertise to create a platform that makes investing more affordable and easy to understand â€“ even for those that aren't stock market experts. We cut the jargon and complexities that surround investing, making it simple for people invest their money in a way that suits them, starting from as little as Rs.100

Having an adequate product basket across different assets classes, risk profiles and by different companies is very crucial to offer holistic, unbiased and need-based structured solutions or strategies to clients. We proud ourselves in providing our clients with a single point, unrestricted access to a rich basket of growing financial & non-financial products.

Mutual Funds /SIPs

We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services.

Real Estate

In addition to financial products, we also offer access to real estate properties as investment opportunities to our clients. Few of our products are exclusively offered by us in the market.

Insurance

Experience quality risk advisory and management services with our insurance solutions. We offer the best of risk management advisory available in insurance
We offer the following Insurance Products.

Life Insurance
Health Insurance
Personal Accident Insurance
Home Insurance
Motor Insurance

Home Loan Advise

We will advise on Percentage of Down Payment , Tenure of Loan , helping to get good Interest Rate .and also we assist you in Tax planning pertaining to these Activities.

Tax Planning on all Investment Options

We will assist in Tax Planning o all type of Investments at every stage from Entry to Exit and mitigate Tax Liability by taking various Tax Planning measures which are Person/Case Specific.