Focus on customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing and implementation of cutting-edge technology is what makes us unique from the rest.
You have online access to your portfolio with Kongruent 24 hours a day, 7 days a week, 365 days a year. We also provide a smooth and transparent online execution of mutual fund investments. It's also feasible to combine investments made through a third party or on our platform so you can see your whole portfolio in one place and always be one step ahead.
We believe in building a relationship with you that enriches every other relationship in your life, which is why we provide financial opportunities that help you to manage and potentially grow your wealth. Structure, clarity and consistency are important factors that ultimately help achieve your objectives.
Taking stock of all risks to the client and family – death, disability, accident, security, divorce and so on. Finding best ways to mitigate risks. We consider our primary motive the need to protect and to cover risks for our clients. Insurance helps us significantly in meeting this objective. We evaluate your need for insurance, including existing policies and map them to your goals.
An extremely popular estate planning technique in India is to do nothing and leave it to fate. This attitude more often than not has resulted in family feuds and lengthy court battles. Kongruent Wealth Management Services provides introduction services for succession planning and wealth management through select third party service providers who aim to ensure that your assets are safe not just for now but also for future generations.
The saying may help you realise why wealth management services exist. We are an Indian-based company. We are registered with India's financial regulator, SEBI, and can provide service charge investment advice to customers. We assist people in streamlining their financial lives.
It's only normal to have concerns about money, financial planning, and working toward your financial objectives. We can assist you by providing answers to your wealth management questions that will enable you to make better educated financial decisions and determine whether wealth management is suited for you.
Wealth management is a term used to describe a set of services that allows you to interact with a financial specialist. It generally includes collaborating on a comprehensive strategy to help develop and safeguard assets, as well as the option to use professional money management services.
Financial planning is frequently included in the definition of wealth management. Financial planning typically refers to assistance from a financial professional who helps you determine your objectives and collaborates with you to devise a strategy for achieving them. Wealth management is a larger term that encompasses this as well as other services.
Working with a financial expert to establish a wealth management strategy may make sense for you if you're looking for someone who can provide a comprehensive approach tailored to your financial position.
Some Experiences
I have really learned a lot more about investing in the correct portfolios with Kongruent and improving my knowledge with investments.
Technical Manager,
Ecomar Energy Solutions
Some Experiences
I got more than what I expected. I & family feel secure for now and future.
Director,
Teknic
Some Experiences
You have really helped me get to financial discipline and work towards a goal
Associate Director Conusmer Business,
Vodafone India ltd
Some Experiences
Commendable bhavesh, happy to see my portfolio grow, would look forward to increasing my corpus commitment.
CEO,
Conserve Infratech Pvt Ltd.
