Our Services

K2's fiduciary lies with you, the client. With a trusted financial advisor by your side, you can be rest assured that we have your best interests at heart - we have to earn and maintain your trust, which is our biggest currency as an advisor. K2 offers a spectrum of services to earn this trust, positioning itself as a CFO for you, not just an investment adviser but a life planner looking at all aspects of wealth management - including evaluating your current investments, retirement plans, and insurance coverage to identify inefficiencies and reduce costs. We can help you identify risks, exposures and costs to help you get the biggest bang for your buck - we follow our passion so that you can follow yours.



Comprehensive Financial Planning


Centers around YOU, the client – YOUR goals, YOUR aspirations, YOUR risk appetite.


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Wealth Management


For HNIs with a focus on wealth preservation, we can advise on how to best protect their capital gains using cost effective hedges and profit from volatility

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NRI


For NRIs with assets and liabilities in India, we have deep experience in structuring India investments with an understanding of taxation and currency risks

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Risk Measurement & Management


Deep dive into existing portfolio to identify concentration risks, attribute past performance


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International Investing


With deep expertise in the global markets, we offer advice on how to best get exposure to international themes if it is suitable to your risk profile

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DIY Investing


For the rebels, who want to and should do things their own way, we offer slices of portfolios which they can retrofit into their overarching financial plan

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