We are a team of Professional Financial Planners helping families and individuals achieve their Financial Goals. Serving & handling services including Life Insurance, General Insurance, Health Insurance, Mutual Funds, SIP's, etc. We are Family Financial Advisor for more than 1000 families which are satisfied with our advice and services.
Karo Investment is an AMFI Certified Mutual Fund Distributor and also an IRDA Qualified Insurance Advisor & Certified Financial Planner.
We have established ourselves as a dependable and expert group as far as insurance and investments are concerned. We offer personalized financial planning and wealth management services as we strongly believe that like you, your financial needs and aspirations are also unique and need to be addressed correctly. Designing, implementation, and review are fundamental to all the services that we offer. To us, all our relationships with clients are long-term – forever. We consider our clients as extended family.
As time went by we have emphasized our focus on technology and ease of access to services at the fingertip. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. We are present on the web as well in mobile devices. We handhold you to understand reports and analysis of your investments and insurance and at the same time guide you for further actions that need to be taken. We keep transparency throughout our services. Our most valuable asset is you and your faith in us. We value that above everything.