Manage and Grow Wealth to
Achieve Life Goals
WHAT THE NUMBERS SAY
Eye-Opening Financial Insights You Can’t Ignore
The data speaks for itself — small, consistent steps in financial planning can lead to major long-term gains.
Over 70% of Indians start investing only after the age of 30
ELSS investments can outperform traditional savings by up to 3×
Starting early can help you save ₹12–15L more by retirement
Only 1 in 5 taxpayers fully utilize Section 80C benefits
WHY FINANCIAL PLANNING MATTERS
Because Smart Planning Builds a Secure Future
Financial planning is more than just saving on taxes — it’s about creating a roadmap to achieve your goals with confidence. Whether you’re planning for your child’s education, a dream home, or a comfortable retirement, smart financial decisions today can secure your tomorrow.
Mutual Funds
Investing in mutual funds is a smart option to grow your wealth. Mutual funds pool money from various investors to buy a diversified portfolio of stocks, bonds, and other securities. This diversified approach reduces risk and allows you to benefit from professional fund management. Mutual funds offer an easy entry point into the world of investing, making them an excellent choice for both beginners and experienced investors. With mutual funds, your money is managed by skilled fund managers who analyze the market and select the best investment opportunities.
Insurance
Insurance is a shield that safeguards your assets and secures your future against unforeseen events. A comprehensive range of insurance services offers tailored ways to meet diverse needs.
Portfolio Management Services
Our Portfolio Management Services are designed to grow and protect your wealth. We offer a range of investment strategies tailored to your financial goals. Portfolio Management Services involve professionals making investment decisions on your behalf, aiming to deliver optimal returns.
Alternative Investment Funds
AIFs are privately pooled investment vehicles that collect funds from investors and deploy them into specified assets as per the fund’s strategy. These funds can focus on equity, debt, real estate, or other alternative assets, offering a structured approach to diversification.
Goal-Based Financial Planning
Goal-based financial planning is a personalized approach to managing your finances, aligning investments with specific life objectives. It ensures a roadmap towards your aspirations. This service revolves around understanding your ambitions and structuring a financial plan to realize them. Whether it's buying a house, planning education, retirement, or wealth creation, this strategy tailors investments to meet your milestones.
Gift City Products
Gift City Products offer an opportunity for investors to access financial instruments in an international financial hub. These products are designed to provide a streamlined way for capital market participants to transact efficiently while leveraging a well-regulated platform.
Home Loans
A home is not just a place; it's an emotion, a haven of comfort. However, realizing this dream often requires financial support. Our home loan services are here to make your dream of owning a home a reality. Home loans are financial instruments designed to assist you in purchasing or constructing your ideal home. With competitive interest rates and flexible repayment options, our home loans cater to your specific needs.
Income Tax Planning
Income Tax planning strategies aim to minimize tax burdens while maximizing savings within established financial regulations.
Investment Planning
Investment planning involves meticulous analysis and selection of financial instruments aligned with individual goals and risk appetite
What Works For Your Life Stage
Not Everyone Needs the Same Plan
Your job, your family, your future = your plan.
New Job?
Start Early, Build Smart → ELSS for tax-saving + SIP for long-term wealth. Build good habits now.
Just Married?
Protect What Matters → Term Insurance secures your partner + PPF grows stable, tax-free savings.
Baby on the Way?
Plan for New Priorities → Mix tax-saving tools (ELSS, PPF, NPS) for safety + future goals.
High Income?
Maximise Growth & Save Smart → Invest in equities + use smart tax strategies to grow and protect wealth.
DIY vs MFD GUIDED INVESTING
Sure, You Could Do it yourself. But Why Risk It?
DIY Platforms
Often based on ads, star ratings, or trial-and-error guesswork.
Built by you — which can lead to concentration or imbalance.
Usually reactive — often missing key deductions and benefits.
Mostly self-managed or limited to automated alerts.
Needs active effort to update as your life or market changes.
Fund Selection
Diversified Portfolio
Tax Efficiency
Follow-up
Flexibility
With a MFD (Us)
Backed by expert research, tailored to your goals and risk profile.
Professionally constructed across equity, debt, and hybrid funds.
Strategically planned for tax-saving under 80C, LTCG, and more.
Regular 1:1 check-ins and rebalancing to keep you on track.
Adjusted proactively based on goals, income, and market movements.
15+ Years
of Helping Investors
Meet Us
Who We Are & Why It Matters
With us, it’s personal. We’re goal-oriented planners who listen first, advise second.
Partnerships with Leading AMCs
SEBI Compliant
AMFI Registered
Human Support — Always
Real Reviews – “People Like You”
Thousands Trust Us. And They’ll Tell You Why
From young professionals to HNIs, here’s how they saved taxes AND built wealth.
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Randhir Kumar Singh
Founder & Director
Kainos investments has completely transformed the way I manage my mutual fund business. The platform is intuitive, fast, and has helped me improve client satisfaction and efficiency. Highly recommended!
Amit Sinha
Independent Financial Advisor
Learning Center – “Tax & Finance Simplified”
Understand, Don’t Just Save
Download Your Tax-Saving Kit
Maximize Your Savings — The Smart Way
Take control of your finances with our free Tax-Saving Kit, designed to help you plan better, invest smarter, and reduce your taxable income legally. Discover proven strategies to make the most of every rupee you earn.
Understand ELSS vs PPF — which is better for you
Ideal investment amounts for your salary bracket
SIP vs Lump Sum — when to choose what
Exclusive 2025 Tax Calendar for timely planning
