Mutual Funds
Goal-based SIP and lump-sum investments across equity, debt, and hybrid categories from 40+ AMCs.
Since 1984 · SEBI Registered
Your Wealth,
Guided by Decades of Trust
Since 1984, KIC has helped thousands of families across India build lasting financial security through disciplined investing and personalised guidance.
₹500Cr+
Assets Under Management
5000+
Happy Clients
40 Yrs
Of Experience
SEBI
Registered Distributor
What We Offer
Comprehensive Financial Services
From wealth creation to protection, we offer end-to-end financial solutions tailored to every stage of your life.
Portfolio Management
Personalised portfolio review, rebalancing, and performance tracking to keep your investments on track.
Tax Planning
ELSS funds, tax-loss harvesting, and year-round advisory to legally minimise your tax outgo.
Insurance
Term life, health, and critical illness cover recommendations from leading insurers — protection before investment.
Retirement Planning
Structured corpus-building through NPS, mutual funds, and systematic withdrawal plans for a stress-free retirement.
NRI Services
Dedicated advisory for NRIs on NRE/NRO account investments, repatriation, FEMA compliance, and India-based portfolio management.
Our Story
Four Decades of Financial Guidance
SEBI Registered
AMFI Certified
Est. 1984
Est. 1984
Founded in Pune with a Purpose
Katankar Investment Consultancy was founded in 1984 by Mr. Arvind Katankar with a single conviction — that every Indian family deserves honest, disciplined financial guidance, not just the wealthy. What began as a one-room practice in Shivaji Nagar has grown into a trusted multi-generational firm serving clients across Maharashtra and beyond.
Est. 1984
Founded in Pune with a Purpose
Katankar Investment Consultancy was founded in 1984 by Mr. Arvind Katankar with a single conviction — that every Indian family deserves honest, disciplined financial guidance, not just the wealthy. What began as a one-room practice in Shivaji Nagar has grown into a trusted multi-generational firm serving clients across Maharashtra and beyond.
Simple Process
From First Call to Financial Clarity
Getting started with KIC takes less than 30 minutes. Here is how we take you from curious to confident.
Free Consultation
Schedule a 30-minute call with a KIC advisor. We listen — your goals, your concerns, your current investments.
Personalised Plan
We build a bespoke financial plan aligned to your goals, income, risk appetite, and time horizon.
Start Investing
Seamless digital onboarding — start your SIP or lump-sum investment in under 15 minutes.
Ongoing Review
Annual portfolio reviews, goal check-ins, and proactive rebalancing — we stay with you for the long term.
Numbers That Speak for Themselves
₹0 Cr+
Assets Under Management
0+
Happy Families Served
0+
In the Financial Industry
0+
Schemes Across All Categories
Client Stories
What Our Clients Say
KIC has been managing my family's investments since my father introduced me to Mr. Katankar in 1998. In 25 years, they have never chased returns blindly — they keep us grounded and focused on our goals.
The Team
Advisors You Can Trust
Experienced professionals committed to your financial wellbeing.
Arvind Katankar
FounderFounder & Principal Advisor
With over 40 years in financial services, Arvind founded KIC in 1984 with a vision to democratise honest, goal-based financial advice for Indian families. A Certified Financial Planner and AMFI-registered distributor, he has guided clients through every major market cycle.
40+ years experience
Meghana Katankar
15+ years
Director — Wealth Management
Meghana leads KIC's portfolio management practice. A commerce graduate from Pune University with an MBA in Finance from SIBM, she specialises in goal-based financial planning and tax-efficient investment structuring.
Rohan Desai
12+ years
Senior Advisor — NRI & HNI Desk
Rohan heads KIC's NRI and HNI services. With prior experience at HDFC Bank's NRI division, he brings deep expertise in FEMA compliance, cross-border tax planning, and large-ticket portfolio management.
Kavita Sharma
8+ years
Financial Advisor
Kavita serves retail and salaried investor clients, with a focus on first-time investors and young professionals. She is an AMFI-certified mutual fund distributor and certified insurance advisor.
Common Questions
Frequently Asked Questions
Get in Touch
Start Your Wealth Journey Today
Book a free 30-minute consultation with a KIC advisor. No sales pitch, no commitment — just honest guidance.
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Office Address
KIC House, 14/B Shivaji NagarNear SBI Main Branch
Pune, Maharashtra — 411005
Phone
+91 20 2553 XXXXReplace with Google Maps embed
KIC House, Shivaji Nagar, Pune