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Monday 10am - 9pm Tuesday 10am - 9pm Wednesday 10am - 9pm Thursday 10am - 9pm Friday 10am - 9pm Saturday 10am - 9pm Sunday 10am - 9pm

P. Kothari Investments

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India
Kalyan
P. Kothari Investments

A Mutual Fund Distribution Firm specialising in Mutual Funds, PMS, Equities, Life Insurance, Health Insurance, Taxation, Bonds and Fixed Deposits.

Our Services include :
• Financial Planning which includes Child
Education Planning, Retirement Planning
Estate Planning etc.
• Wealth Management
• Taxation Advisory & Return Filing
• Mutual Funds Distribution
• Life Insurance
• General Insurance including Mediclaim
• Corporate Deposits, Fixed Deposits, Tax
Saving Bonds
• Will Writing
• Housing Loans and Loan against Property
• Business and Project Finance
• Accounting and providing End to End
services for taxation compliances.
• Company Law Advisory
• XBRL Filing and other compliances

12/08/2025

Had the pleasure of hosting Mr. Bhavesh Jain, Fund Manager at Edelweiss AMC, at our office today.

From macro trends to sectoral opportunities, Mr. Bhavesh shared his sharp perspectives on where the markets are headed and how Edelweiss’s strategies are positioning for the future.

Always energizing to connect with people who live and breathe the markets!

04/02/2025

Very insightful article on retirement planning….!!!!

It talks about financial as well as non financial aspects of retirement…!!

Source - ET Wealth

17/01/2025

Have you covered yourself against inflation???

Does your investments beat inflation??

Have you thought about impact of inflation on your lifestyle???

20/10/2024

Attended the insightful session at CafeMutual Fund 2024 Confluence! 🌟 Grateful for the knowledge shared and the connections made. Let’s keep pushing the boundaries of mutual fund investing together! 📈💡

”

19/10/2024

Planning for a Secure Retirement? Here’s a brief guide on points to remember:

1) Retirement Spending Plan: Plan for a corpus 25-30 times of your annual expenses to manage inflation and unexpected costs.
2) Asset Allocation: The choice of asset allocation is crucial for the longevity and growth of the retirement corpus. Choose the right mix between conservative fixed-income or aggressive equity investments based on risk tolerance.
3) Emergency Fund: Set aside 10-15% of the corpus for medical and unexpected expenses.
4) Family Dynamics in Financial Decisions: Understand and discuss differing financial attitudes within a household to align on spending and saving preferences.
5) Structured Strategy: A structured approach to financial decisions is essential, especially as individuals age and have less time to recover from financial mistakes, necessitating a clear strategy for spending, saving, and investing their retirement funds.

17/10/2024

Time in the Market Beats Timing the Market 🕰️

Ever heard the saying, “It’s not about when you invest, but how long you stay invested”? Now more than ever, this adage rings true.

Falling markets can be a great opportunity to invest in stocks and mutual funds. Think of it like buying discounted products during a sale. The longer you stay invested, the more likely you are to reap the rewards of long-term growth.

Don’t let market fluctuations scare you away. Start investing today and let time work its magic.

04/10/2024

Life Insurance Cover is the most important gift to your family when you are not there…..!!!!

30/09/2024

Are you ready for retirement?

A recent survey by Canara HSBC Life Insurance revealed that a staggering 66% of people are not prepared for their golden years.

Key findings:
Retirement readiness: Only 18% feel fully prepared for retirement.
Life insurance: 75% believe their insurance is inadequate for emergencies.
Future planning: 82% won’t be able to meet their children’s financial needs.

Don’t let retirement catch you off guard.

Create a personalized retirement plan that aligns with your goals and financial situation.

21/09/2024

AI-Powered Stock Investing Webinar: A Huge Success! 🎉

We’re thrilled to share that our recent webinar on “How Artificial Intelligence (AI) Can Create Wealth in the Stock Market” was a resounding success!

Key takeaways from the webinar:
AI-powered investing can provide significant returns. Our AI-driven portfolio has generated 36.23% returns in the last year.
Anyone can invest in AI-driven portfolios, regardless of their investment experience.
AI-powered investing offers a hands-off approach to investing, making it easy and convenient.

Want to learn more about AI-powered investing? Drop a comment or send us a message.

16/09/2024

“Is Overseas Education Burning a Hole in Your Retirement Savings?”

The recent HSBC Quality of Life report reveals a concerning trend: 78% of Indian parents are sending their children abroad for higher education, and the cost is a staggering 64% of their retirement savings! 😱

While studying overseas offers numerous benefits, it’s crucial to plan ahead to avoid compromising your financial future.

Here’s a wake-up call:
Start early:- Begin investing for your child’s education as soon as possible.
Diversify your portfolio:- Explore various investment options to mitigate risks.
Plan for emergencies:- Create a contingency fund to cover unexpected expenses.

Strategize to ensure a secure future for both you and your child. Are you ready?

30/08/2024

Shield yourself from financial uncertainties like inflation, taxes, loans, and unexpected expenses with a Systematic Investment Plan (SIP). Your SIP acts as a powerful defense, ensuring you stay on track towards financial freedom. Don’t delay—start your SIP today with P. Kothari Investments and secure your future.

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Contact 📱 : +919029951509 / 9137097668

Address

105 & 106, Crown Pavilion Business Bay, Above Bassein Catholic Bank, Near Maxi Ground, Santoshi Mata Road, Kalyan West
Kalyan
421301

Opening Hours

Monday	10am - 9pm
Tuesday	10am - 9pm
Wednesday	10am - 9pm
Thursday	10am - 9pm
Friday	10am - 9pm
Saturday	10am - 9pm
Sunday	10am - 9pm

Telephone

+919029951509

Website

http://www.pkothariinvestments.com/

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