WELCOME TO KSQUARE Wealth
Have 10 years Experiences
KSquare Wealth India Pvt. Ltd.is a registered financial planning and investment advisory company based in Bhopal, India which has rich exposure in the financial investments space and financial management services. Today we are a well-diversified financial services company offering a range of financial products and services such as Financial Planning, Equity Investment, Mutual Fund Services, Insurance Services.
We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable. We are a privately owned company and therefore core decisions regarding our processes and practices start at grassroots, ensuring all angles are covered in the decision making process.
It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients. We are conscious about the individual’s investment requirement and makes a constant effort to keep client and his interests at the center of all decision making so that he can reap the maximum benefits In the true spirit of our commitment, we conduct open discussions to seek first to understand what is important to the client and then to be understood when finding solutions to their financial position.
Our Company History
Started in the year 2012, KSquare is a well-diversified financial service company in India, offering one stop investment solutions in trading & investments. We believes in growing with its clients and creating valuable relationships. It’s about making the clients and partners a part of the family.
- Financial Managment and Consulting
- Advice and Assistance Investing
- Comprehensive Support for Your Business
Our Vision & Mission
- To be a financial companion of families around India & globe, assisting them in everything, which comes under pursuit of finance.
- To assist an individual in realizing his/her personal and business aspiration.
- Reach to the level of society which is still not serviceable by financial planning community, teach them about the importance and assist them in applying financial planning at ground level.
- Be the industry leader in providing all kind of personal finance fee-only services
Krishna (KSquare Wealth “India”) is a SEBI Registered Investment Adviser, a Certified Financial Planner and a management graduate from IIT Roorkee. With over 13 years of experience in Investment Advisory he has been associated with well-known brands like DCB, HDFC Bank & MotilalOswal Wealth Management. His last assignment was with a stock broking company having PAN India presence where he headed Third Party Distribution of financial products.
He started JS Financial Advisors in 2011 and as a CFP professional, specializes in creating financial plan for his clients. He is a fee only financial planner and assists families in managing their personal finance. He is also advisor to Special Need Families helping them to draw a roadmap for their financial future. Doing research & analysis of various financial products is his keen interest.
Director – KSquare Wealth Pvt. Ltd.
This is what financial advisors should do! I never had the kind of experience in the past with any of financial advisors and they were the first whom I approached and they have helped me in planning for my present as well as future.
My perspective towards Financial planning, Investment and Protection has totally changed, its good to see all your investments, goals, Protection at one place. Now I know how much I'd save for my necessary goals and what amount I can allocate for my Luxury goals.
In the market scenario where every other investor planner is invariably doing product selling, Ksquare financial advisors purely focuses on goal-based financial planning. The best part was that I could completely trust their team to advise me on all things related to the finance.
My adviser treats me more like a friend than a client. He advises me on investments and other financial related matters based on my needs rather than promoting products for his advantages. His professionalism is displayed through his consistent updates of my investment portfolio, putting me at ease amid my busy life. It is a comfort to know that my investments are in good hands.