We are a trusted financial services firm dedicated to helping individuals and families build wealth and secure their future through Mutual Funds, Insurance, and comprehensive Financial Planning solutions.
Secure Your Future With
Smart Financial Planning
Get reliable mutual fund investment advice and personalized financial guidance to help you make informed and profitable financial decisions.
Access a wide selection of premium life, health, and general insurance products tailored to deliver maximum security and peace of mind.
We prioritize your goals, offering tailored strategies for wealth creation, child education, and retirement planning to ensure your success.
Empowering Families to
Build Lasting Wealth
Our mission is to provide trusted financial solutions in mutual funds and insurance that help clients achieve long-term financial security, stability, and growth.
- Deliver smart and goal-oriented investment strategies
- Provide expert mutual fund and insurance guidance
- Help clients build and protect their wealth sustainably
- Ensure absolute financial security against life's uncertainties
Building Trust as Your Reliable Financial Partner
Our vision is to become a highly reliable financial partner by delivering smart investment strategies and building lasting client relationships that secure your future.
- Build long-term, trust-based client relationships
- Deliver smart and modern investment strategies
- Support families in their wealth creation journey
- Create a secure and prosperous financial future
A simple path to
financial freedom
Financial Assessment
We carefully analyze your life goals, risk appetite, and current financial standing to understand your needs.
Strategic Planning
Our experts create a personalized investment and insurance roadmap aligned with your long-term goals.
Smart Execution
We execute the strategy with trusted mutual funds and monitor your portfolio to ensure consistent wealth growth.
Meet the Kesariya Fin Compass Team
Board of Directors And Executive Management
Meena Pramod Kothari
Founder
Riddhi Shreyansh Kothari
Co Founder
Om Jadon
Senior manager
Shilpa
Planning & Analysis Manager