KIVAH ADVISORS Kivah means to protect, to shelter. That’s the relationship we envision with your wealth, to protect it, shelter it, nurture it, and multiply it. Learn More Contact Us PARTNERSHIP We have meticulously crafted our expertise over the past 20 years in order to become your ideal partners. The Client Experience a harmonious

The client
Experience

Wealth is very powerful, but if the correct approach, the correct financial advisors, and the correct goals are not laid out, it could easily derail your legacy. It’s our job to ease that burden and deliver competent services that emphasize stability and growth.

A partnership with
our clients.

We work with high net worth individuals and families. Each and every client is unique and we work to identify your objectives. We’re your partners from the very beginning and we aim to ensure integrity, objectivity and confidentiality in all our decision-making.

Philosophy

One of the most rewarding aspects of our occupation is to assist clients in making informed decisions about their financial future and welfare. There are many pieces to the financial puzzle, and we truly enjoy helping people put those pieces together. We look forward to an association based on trust.

Did you know that

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.

Read Our Story

Our beliefs include:

  • Promote and provide complete transparency
  • Provide a single point of contact – financial concierge
  • Simplify the complex and filter out the extraneous
  • Meet regularly and confirm that your financial goals are on track
  • Remove and eliminate the obstacles
  • Utilize the latest research and technology
Our Philosophy