Advisory Services & Consultations

Discover financial prosperity with KSEMA’s Advisory Services & Consultations. Our seasoned experts at KSEMA craft personalized investment strategies, ensuring tailored portfolios that maximize returns and mitigate risks. Navigate retirement planning with confidence, securing a worry-free future. Optimize taxes effectively with our experts, preserving and enhancing your wealth. Engage in a comprehensive financial health check-up, uncovering areas for growth and improvement. Safeguard your legacy through estate planning consultations, and plan for your children’s education with expert guidance. At KSEMA, we blend expertise, personalization, and innovation to guide your unique financial path toward success.

How Does Advisory Service & Consulting Works?

Advisory services and consulting work by leveraging the expertise of financial professionals to guide individuals or businesses in making informed decisions regarding their financial goals. The process typically involves:

Assessment: Advisors assess the client’s financial situation, goals, risk tolerance, and any specific needs or challenges.
Strategy Development: Based on the assessment, advisors develop personalized strategies, which may include investment plans, retirement planning, tax optimization, estate planning, and more.
Implementation: The recommended strategies are put into action, and the client is guided through the process of executing the financial plan.
Monitoring and Adjustments: Advisors continuously monitor the financial landscape, track the performance of investments, and make adjustments as needed to ensure the plan stays aligned with the client’s goals.
Education and Communication: Advisors educate clients on financial matters, providing insights and information to empower them to make informed decisions. Regular communication keeps clients updated on their financial progress.

Overall, advisory services and consulting aim to provide clients with the knowledge, tools, and support needed to navigate complex financial scenarios and work towards achieving their desired financial outcomes.

Why Choose KSEMA

Choose KSEMA for unparalleled Advisory Services & Consultations. With a rich legacy of experience, a commitment to research-driven operations, a history of robust performance, and a focus on personalized client interactions, we elevate your financial journey with expertise and excellence

Experience

With decades of expertise, KSEMA brings a wealth of experience to guide your financial journey. Our seasoned professionals navigate the complexities of wealth management, ensuring a track record of success and confidence.

Research & Operations

KSEMA combines meticulous research with efficient operations. Our data-driven approach ensures informed decision-making, while streamlined operations enhance the execution of personalized strategies for optimal financial outcomes.

Performance

Trust KSEMA for consistent and robust performance. Our commitment to delivering results is underscored by a focus on maximizing returns, mitigating risks, and adapting strategies to ever-evolving market dynamics.

Client Interactions

Experience personalized service at every step. KSEMA fosters transparent and regular client interactions, providing updates, insights, and a supportive environment to ensure your unique financial goals are understood and achieved.

DOMESTIC

Investment Structure

Custodial Account

Nuvama Custody account will be opened to control the flow of cash/stock/corporate action on fiduciary basis

Nuvama Broking

The clients Demat account will be opened in his/her name and POA will be established for operation of the account.

Brokerage account

Client account will be linked to theme pool account with the brokerage

NRI / NRO

Investment Structure

Custodial Account

Nuvama Custody account will be opened to control the flow of cash/stock/corporate action on fiduciary basis

Nuvama Broking

The clients Demat account will be opened in his/her name apart from Bank account and POA will be established for operation of the account.

Brokerage account

Client account will be opened with the brokerage, which currently is Chola Securities.

HDFC Bank Account-Svgs/ PIS

Client accounts will be opened in HDFC Bank for savings and PIS for securities operations.

Client Service

We provide a monthly performance report as per the following structure:

Portfolio Statement

A Summary of holding , Performance for the period and since inception, funds flows, corporate actions if any., capital gains etc..

Transaction Summary

The details of Purchases, Sales with costs like Brokerage, STT, Transaction charges etc

Fact sheet

Synopsis of the portfolio performance

Market review and future outlook

Portfolio review for the month

Sectoral allocation and top holding

Web Access

In addition, Web access will be provided to the clients to watch their portfolio on daily basis.

Advisory Services & Consultations