KARYASTHAN WEALTH MANAGEMENT GROUP was founded to deliver FEE ONLY FINANCIAL PLANNING AND/OR INVESTMENT MANAGEMENNT ADVISE.
The founders come from varied learning and experiences-over eighteen years constructing PERSONAL FINANCIAL PLAN DOCUMENTS-this plan document is the foundation and IT chronicles and documents every event, lifecycle change, effect on plan, action taken and solutions implemented, and monitors the manifestation and evolution of this dynamic PLAN document.
KARYASTHAN WEALTH MANAGEMENT GROUP , KWMG, is dedicated to the FINANCIAL AND WEALTH PLANNING AND BUILDING AND INVESTMENT MANAGEMENT process; And we deliver our advise at the highest possible ethical standards, with competence, credibility, integrity, trust, transparency, fiduciary conduct, and service.

KWMG has its roots in the U.S., and the principles of the firm have evolved over the last 18 years; Our experiences go back to 1989, when one of the founders began working in the financial planning and investment advisory and management services sector. Accumulated experiences in the insurance, securities, public accounting/tax and banking industries and environments.

In the course of delivering advise, nurtured and built significant clientle and helped clients design/develop,accumulate,grow,preserve,consume/distribute and transfer significant WEALTH

We deliver our FEE ONLY advise through various channels of distribution:

through our web based platform;

through strategic partnering with Chartered Accountants, and Lawyers, Insurance Professionals and Real Estate Professionals;

In the process, build a unique personal financial relationship that will help build your wealth over multiple generations.

We want to become your Lead Advisor, heading a team made up of Chartered Accountants, Lawyers, Insurance Professionals, Property Development & Management  Professionals, and other discipline related professionals; KWMG wants to be your household Chief Executive Officer-we would manage your financial affairs, and all areas related to your financial wellbeing AND SECURITY;

KWMG plans to deliver FEE ONLY FINANCIAL PLANNING AND INVESTMENT ADVISER SERVICES in KERALA, TAMIL-NADU, KARNATAKA AND ANDHRA PRADESH.

Wealth management- what is it?

A professional service like KWMG(karyasthan wealth management group) delivering comprehensive personal financial planning and advise, investment advisory services, along with supporting services from accounting/tax services, legal and estate planning services, insurance services, property developers and other professionals affecting the financial health of consumer, for a single fee;
Kwmg, financial planner/advisor, would be lead advisor leading and coordinating the comprehensive advise delivery services;

Wealth management is an advanced investment advisory discipline that incorporates financial planning and specialists financial services. The key is to provide high net worth individuals and families and family businesses with tailored financial services , estate planning, legal resources, accounting/taxation advise, investment management, with the goal of sustaining and growing long term wealth.

Wealth management can be delivered by independent financial advisers like KWMG, whose services are designed to focus on high net worth individuals/families/family businesses. Such consumers would be considered affluent and high net worth. Such high net worth consumers need assets under management services.

Financial planning advise-what is it?
Our wealth management firm, KWMG, will also focus on those consumers in need of financial planning/advisory services. financial planner or personal financial planner is a practicing professional who helps consumers with various personal financial issues through proper planning, which includes but is not limited to these major areas-college education funding, retirement planning, investment planning, risk planning and management, tax planning, estate planning and business succession planning.

The work/advise engaged in by KWMG / this professional is commonly known as personal financial planning; in carrying out the planning function, he/she is guided by the financial process to create a detailed strategy tailored to a client's specific situation, for meeting client's specific goals.

Consumers enlist the services/help of a financial planner like KWMG because of the complexity of knowing how to perform the following:

• Providing direction and meaning to financial decisions.

• Allowing the consumer to understand how each financial decision affects the other areas of finance.

• Allowing the consumer to adapt more easily to life changes in order to feel more secure.