Discipline over timing
Consistent SIPs and staying invested matter more than predicting markets.
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Our Investment Process
Disciplined investing,
step by step
A structured, repeatable process, from the first meeting to onboarding, implementation and ongoing support, so you always know what we're doing and why.
Process Overview
Three stages, one goal: your long-term wealth
- 01
Initial Meeting
We discuss your goals, income, existing investments, time horizon and risk tolerance, complete a formal risk profile, and outline an initial strategy for each goal.
- 02
Implementation
Investments are matched to your risk profile and objectives. We share the suggested allocation and schemes with reasons, costs and commission, and execute only after your approval.
- 03
Ongoing Support
We monitor your portfolio continuously and review it formally every quarter against your objectives, suggesting rebalancing whenever it drifts or your life changes.
Onboarding
Getting started is 100% paperless
Most investors are onboarded within a few working days, whether in India or abroad.
- 1
Document Submission
Share basic documents: PAN, Aadhaar, a photograph and bank proof. NRIs also share a passport and overseas address proof.
- 2
KYC Validation
Your documents are verified and KYC is completed with a KYC Registration Agency (KRA), plus the FATCA declaration where applicable.
- 3
Platform Onboarding
You're registered on an exchange mutual fund transaction platform (NSE / BSE) so investments can be placed online.
- 4
Fund Selection
Schemes are evaluated against your objectives, time horizon and risk profile. You approve the final shortlist.
- 5
SIP Setup
Systematic Investment Plans are registered with an auto-debit mandate (e-NACH), so investing becomes automatic.
- 6
Lump Sum Setup
One-time investments are executed directly, or through an STP if staggered entry suits you better.
- 7
Portfolio Access & Login
You receive online access to your holdings, plus your Consolidated Account Statement (CAS) from CAMS / KFintech.
- 8
Track Anytime
View your portfolio online whenever you like. We guide you through it, with quarterly reviews and ongoing monitoring in between.
Our Principles
What guides every recommendation
Goals first
Every rupee is mapped to a goal, a horizon and a suitable risk level.
Transparency
Clear reasoning, costs, commissions and direct-plan alternatives are always disclosed.
Your approval
You approve every strategy and transaction, and you can track your portfolio anytime.
Diversification
Spread across asset classes, fund houses and, where suitable, global markets.
Continuous review
Ongoing monitoring with formal quarterly reviews.
Investing takes time. Consistency and discipline are what keep investors focused on their long-term goals.
Ready to get your portfolio reviewed?
Book A Portfolio ConsultationMutual Fund investments are subject to market risks, read all scheme related documents carefully.
Pritesh Kakani (trading as Kakani Financial Services) is an AMFI-Registered Mutual Fund Distributor, ARN-373766, EUIN E717134. We are not a SEBI-Registered Investment Adviser. Any guidance provided is incidental to distribution. Past performance is not indicative of future returns, and returns are not guaranteed.