Company Profile:

•  KBC, the innovator in investment management, serves the investment needs of corporates, institutions, and high net worth individuals worldwide.

The Team:

• KBC is led by group of experienced investment consultants
• The team of professionals is duly certified by IRDA for Insurance and AMFI for Mutual Fund Advisory
• The team has regularly won international accolades like MDRT and COT
• Excellent continual training keeps us in touch with the latest in the world of investments

Why KBC?

• Over 8 years of strong experience and track record and best client retention ratio in the industry
• Our approach of seeing Investment more Art than Science has yieded perhaps the best result in the industry. Therefore, we often call ourselves INVESTMENT ARTISTS.
• We use a tried and tested process to evaluate investment options to select and pick the right stocks for you. A process that is based on extensive research and the fundamentals of the companies selected.
  Rather than the new-age method of fashion and haste, we focus on the long term potential of the underlying businesses of the companies.
• Be it investment or client servicing or operations, our experienced team will ensure that you have a smooth investing experience.
  

FAQs:

How can I assess KBC investment advisory capabilities?
KBC has a satisfied client base of High Networth Individuals, Non Resident Indians, Indian Corporates and domestic Individuals. The area where we can hope to make a true difference is the quality and dedication of our people. Our team of analysts follows a thorough research process with a focus on identifying value creating companies. This strong culture and system of research (for equity, mutual fund and insurance) is imbibed in every member of our research team which enables us to focus on investing in the best possible opportunity at any particular point of time.

What kind of returns can I expect?
Be it Equities, Mutual Funds or Insurance, our primary investment objective is to preserve the capital of our clients, from the erosion caused by the combined forces of inflation and taxes, and build a portfolio that will optimize returns.
The financial history of the 19th and 20th centuries shows that of all asset classes, the one equipped to give best returns over a long period of time is Equity, Equity Mutual Funds and Equity Linked Insurance Plans.

What kind of service can I expect?
At KBC you can expect complete transparency and openness in managing your portfolio. We will always stand ready to discuss in detail our investment performance - in terms of consistency with our stated investment style and in relation to the goals defined by our clients. You will get regular updates on your Mutual Fund and Equity portfolio with complete transaction details. Our endeavor would be to keep our clients completely updated about their portfolio through constant communication. We measure our success in the long-term relationships that we have created with our clients.

How regularly can I get updates on my portfolio?
You will get a monthly report on the performance and status of your portfolio. These statements will have complete details of portfolio transanctions and a comprehensive performance review against leading indices.

How will I know my tax status?
In addition to the regular reports on your portfolio, we shall also send a Profit / Loss statement on a quarterly basis which will help you to know your exact tax status in connection with your portfolio. Also, such reports are always available to you on demand.