Services
Video meeting . 15 mins
Portfolio Review & Risk Diagnosis
For Investors who already have MFs, bonds, PMS, AIFs, etc.
Video meeting . 30 mins
Cash-Flow Investment Planning Session
Retired professional, business owner, conservative investors
Video meeting . 60 mins
Structured Investment Strategy Call
HNI's, professionals, business owners with surplus capital
Video meeting . 120 mins
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.