KIVAH ADVISORS was formed in 2019 with the goal of providing a superior client experience, to always pick up the client’s call, and to do things differently. The partners running the firm have a breadth of experience spanning multi-nationals such as Kotak Mahindra Bank, Barclays, RBS, Edelweiss, HSBC and Deutsche Bank.
We have equity research experience across sectors and capitalization. Our expertise is centred around creating and executing be-spoke financial portfolios to meet requirements ranging right from wealth creation to wealth preservation. We assist clients with goal based Financial Planning, Investment Management, Risk Assessment and strategies on philanthropy & estate planning.
Clients will not only benefit from this expertise but also enjoy the benefits of a smaller firm. We value our relationships, they go beyond transactions and we will be the ones who follow up with clients. We are friendly, approachable and will always be one call away. As a boutique firm, our clients never have to worry about dealing with new managers every time. We cater to affluent individuals/families, entrepreneurs and business owners. We are seeking investors with common interests as us, those looking at the long term.