FinKasturi Nivesh Private Limited offers research-backed, process-driven investment advisory to individuals and institutions — built on Trust, Integrity, Transparency and Sustainable Success.
FinKasturi Nivesh Private Limited is a SEBI Registered Investment Advisor (SEBI Registration No. INA000014128) based in Mumbai. We offer Investment Advisory services to individual and institutional clients. We work closely with investors to maximize yield within the defined investment objective.
With deep experience in the capital market and capabilities to deal with a range of asset classes, we aspire to build an ecosystem of Trust, Integrity, Transparency and Sustainable success while complying with all regulatory requirements to create a unique and enjoyable experience for our clients.
We provide wealth management services to Individual and Corporate Investors for wealth maximization — as a process-driven organization, we believe in creating wealth during optimistic market scenarios while minimizing erosion of portfolio value during market downturns.
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30+ years of experience in the financial sector encompassing Banks, Insurance, Treasury, Investment & Portfolio Management.
20+ years of experience in Information Technology & Financial sector.
Qualified Chartered Accountant responsible for Client Onboarding, Engagement, Finance and Operations at FinKasturi.
Finance & Accounting professional responsible for Finance, Accounts and Operations at FinKasturi.
Our in-house process-driven method works to provide a prudent solution to the client within the risk parameters while following all regulatory and compliance requirements.
Tailored equity investment advice, including our KEOP (Kasturi Equity Opportunity Portfolio) — a growth-oriented portfolio of 20 stocks with strong financial performance and corporate governance, designed for safety and sustainable returns.
Prudent fixed income advisory covering bonds, debentures and structured debt instruments — balancing yield with capital safety within your defined investment objectives.
Research-backed mutual fund selection covering equity, hybrid, debt, and international funds — aligned to your financial goals, risk profile and time horizon.
Holistic PMS advisory covering systematic portfolio construction, ongoing monitoring, rebalancing and transparent reporting — keeping you informed at every step.
Guidance on EPF, PPF, VPF and National Pension System (NPS) — integrating government-backed instruments into your overall wealth plan for long-term retirement security.
Comprehensive financial planning integrating behavioural finance with traditional finance — covering goal-based investing, tax optimisation, insurance and estate planning considerations.
I find KEOP to be a safe bet to tide over the stock market movements keeping the value of investments safe, steady and free of stress.
I have been impressed the way they integrate behavioral finance with traditional finance to create unique investment success for clients.
Team Finkasturi is knowledgeable, responsive and trustworthy. I like their investment thesis: "Safety" with "Sustainable Returns" for long term Wealth Creation.
Team FinKasturi helps me in understanding the Risks and Returns in capital markets. I am quite happy with my investment successes since 2020 and would recommend FinKasturi to anyone looking for long term investment success.
10:00 AM – 5:00 PM (Mon–Fri)
10:00 AM – 5:00 PM (Mon–Fri)
10:00 AM – 5:00 PM (Mon–Fri)
| Sr. No. | Received From | Pending Last Month | Received | Resolved | Total Pending | Pending >3M | Avg. Resolution (Days) |
|---|---|---|---|---|---|---|---|
| 1 | Direct | 0 | 0 | 0 | 0 | 0 | 0 |
| 2 | SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | 0 |
| 3 | Others | 0 | 0 | 0 | 0 | 0 | 0 |
| Sr. No. | Month | Carried Forward | Received | Resolved | Pending |
|---|---|---|---|---|---|
| 1 | Mar 31, 2026 | 0 | 0 | 0 | 0 |
| 2 | Feb 28, 2026 | 0 | 0 | 0 | 0 |
| 3 | Jan 31, 2026 | 0 | 0 | 0 | 0 |
| 4 | Dec 31, 2025 | 0 | 0 | 0 | 0 |
| 5 | Nov 30, 2025 | 0 | 0 | 0 | 0 |
| 6 | Oct 31, 2025 | 0 | 0 | 0 | 0 |
| 7 | Sep 30, 2025 | 0 | 0 | 0 | 0 |
| 8 | Aug 31, 2025 | 0 | 0 | 0 | 0 |
| 9 | Jul 31, 2025 | 0 | 0 | 0 | 0 |
| 10 | Jun 30, 2025 | 0 | 0 | 0 | 0 |
| 11 | May 31, 2025 | 0 | 0 | 0 | 0 |
| 12 | Apr 30, 2025 | 0 | 0 | 0 | 0 |
| Sr. No. | Year | Carried Forward | Received | Resolved | Pending |
|---|---|---|---|---|---|
| 1 | 2026 | 0 | 0 | 0 | 0 |
| 2 | 2025 | 0 | 0 | 0 | 0 |
| 3 | 2024 | 0 | 0 | 0 | 0 |
| 4 | 2023 | 0 | 0 | 0 | 0 |
| 5 | 2022 | 0 | 0 | 0 | 0 |
| 6 | 2021 | 0 | 0 | 0 | 0 |
"Investments in securities market are subject to market risks. Read all the related documents carefully before investing."
"Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors."
"We cannot promise or guarantee of assured risk-free return to the investors. We cannot imply any assured returns or minimum returns or target return or percentage accuracy or service provision till achievement of target returns or any other nomenclature that gives the impression to the client that the investment advice/recommendation is risk-free and/or not susceptible to market risks and/or that it can generate returns with any level of assurance."
| Sr. No. | Financial Year | Compliance Audit Status | Remarks |
|---|---|---|---|
| 1 | FY 2020–21 | Conducted | N/A |
| 2 | FY 2021–22 | Conducted | N/A |
| 3 | FY 2022–23 | Conducted | N/A |
| 4 | FY 2023–24 | Conducted | N/A |
| 5 | FY 2024–25 | Conducted | N/A |
Vision: Invest with knowledge & safety.
Mission: Every investor should be able to invest in right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness.
Download Investor Charter (PDF) (opens in new tab) Download MITC (PDF) (opens in new tab)
Mode of filing complaint directly with Investment Adviser:
In case of any grievance, an investor may approach the Investment Adviser who shall strive to redress the grievance immediately, but not later than 21 days from receipt.
SCORES 2.0 — A web-based centralized grievance redressal system of SEBI for facilitating effective grievance redressal in a time-bound manner.
Two-level review process for complaints against an Investment Adviser: First review by IAASB → Second review by SEBI.
If not satisfied with resolution by Market Participants, investors may file on the SMARTODR (opens in new tab) platform for resolution through online conciliation or arbitration.
Office of Investor Assistance and Education
Securities and Exchange Board of India
SEBI Bhavan, Plot No. C4-A, 'G' Block,
Bandra-Kurla Complex, Bandra (E),
Mumbai – 400 051
We believe in making Investment Advisory worthwhile and simple. Ask if you feel anything to know about us.
FinKasturi Nivesh Private Limited is committed to ensuring digital accessibility for all persons, including those with disabilities. This website has been developed in conformance with the Web Content Accessibility Guidelines (WCAG) 2.1 Level AA, as required by:
Audit Status: Initial accessibility audit submitted to BSE Ltd via ENIT portal as required under SEBI mandate for Investment Advisors.
Feedback & Complaints: If you experience any accessibility barriers on this website, please contact us. We aim to respond within 3 business days. Accessibility complaints may also be filed on SCORES (SEBI Complaint Redress System).
Email: care@finkasturi.com • Phone: +91 77109 16346 • SCORES: scores.sebi.gov.in (opens in new tab)
All consultations are by appointment. Please call ahead to schedule.
Our team will get back to you within one business day.
SEBI RIA Reg. No.: INA000014128
Type: Non-Individual | Validity: Nov 13, 2019 – Perpetual
Transaction Platform: BSE | Member Code: 38869
CIN: U65999MH2018PTC317677
SEBI Local Office: SEBI, G Block, Near Bank of India, BKC, Bandra East, Mumbai 400051
