Let Us Help You Overshoot Your Goals in the Right Ways.
Invest your time and efforts on running your business. Leave the Financial Management to us.
What We Do
At Khichi Finserv, we serve as your financial advisor and source of support. We are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed to help you pursue success.
Financial Planning
We believe every person deserves access to sound, informed financial advice. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life. We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow.
Wealth Planning
Our goal is to bridge the gap between where you are and where you want to be. Our advisors work to help you make informed decisions about your money (accumulation), protect what you’ve built (preservation), and ensure that what you’ve built can be transferred (distribution) to your heirs and live on as your legacy.
Retire With Confidence
Whether you’re nearing retirement age or in retirement already, we can help you develop a plan designed with the goal to retire with confidence and maximize your distributions in the most tax-efficient way. This includes setting your retirement goals, estimating the amount of money you will need, and investing to grow your retirement savings.
Products & Services
Identifying & living Your One Best Life with meaning is more than just money. It’s freely living your life with financial security. It’s time well spent with those that matter most.
Its all about your Future.
“ We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. ”
- Sandeep Khichi (Founder)
How We Help ?
KHICHI FINSERV focuses on helping people navigate life transitions by delivering financial guidance and advice.
We make it our personal mission to show our client families how to identify and then live their one best life with meaningful purpose and financial stability. The very core of our story is about family.
You may hear us say, “You are our client, not your money”. This is beyond a tagline, but rather something we put into action with every interaction we have with our client family. We will coach you in identifying the goals that will help you live your one best life and then build a financial life plan to support it.
We places our clients’ interest ahead of anything else with a duty to preserve good faith and trust. We are an independent firm that focuses on and values an educational approach to the planning process. We believe that if you start with the end in mind and construct a plan to get you there, you are much more likely to end up at your desired destination.
Sandeep Khichi (Founder)
Disclaimer:
- Mutual Fund Investments are subject to market risks, read all scheme related documents carefully before investing*
- Insurance is a subject matter of solicitation.
AMFI Registration Number : 238728