Services

Video meeting . 15 mins

Portfolio Review & Risk Diagnosis

For Investors who already have MFs, bonds, PMS, AIFs, etc.
FREE
Video meeting . 30 mins

Cash-Flow Investment Planning Session

Retired professional, business owner, conservative investors
1,000
Popular
Video meeting . 60 mins

Structured Investment Strategy Call

HNI's, professionals, business owners with surplus capital
2,500
Video meeting . 120 mins
5,000

About me

I am Dr. Kiran Bhat, a Strategic Investment Consultant and Financial Planner. I help individuals, professionals, and business owners structure their investments across multiple asset classes with a strong focus on capital protection, disciplined financial planning, and generating predictable & consistent positive cash flows I design custom investment structures that balance growth and income across debt, equity, and alternative assets—while keeping downside risk firmly in check.