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Your Ambitions, Our Blueprint
We create Endless Possibilities for your Future.

Maximize your business potential with our proven approach by partnering with us for unparalleled success.

Trusted Worldwide. Powered by ProvenExperience

2000+

Happy 

Investors

500+

AUM 

(Crores)

30+

Team 

Members

5

Office 

Locations

20+

years of Family Bonding

Where Our Value Meets Your Vision

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Plan of Action

We help you define clear financial goals, craft a robust long-term goal based plan, and build a personalised portfolio to help fund your aspirations.

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Mindset Coaching

The real challenge isn’t building the plan — it’s sticking to it. We coach you to stay the course through all market cycles, economic headlines, fads, and fears.


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Market Speculation

We don’t chase tops and bottoms. We believe time in the market beats timing the market. We respect our Planning and have strong confidence in our system.

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Investment Churning

We don’t reshuffle your portfolio to chase trends. Fads fade. Unnecessary activity often causes more harm than good. Market and social gimmicks are the worst enemies of an investor.

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Money Magic Myths

We don’t promise overnight wealth. Compounding takes time.

Our Philosophy

At the heart of everything we do is a deep commitment to trust, transparency, and long-term partnership.
We stand by these core principles
Client First

Client First Approach

We keep your interests ahead of everything else — your interests are our utmost priority.

Advice

Practice what we Preach

We only suggest what we do ourselves. If it’s not good enough for our portfolio, it’s not good enough for yours.

Educate

Educate and Implement

Our mission is to simplify finance, so you’re confident and in control of your financial decisions.

Data Confidentiality

Data Security comes First

Your information stays secure. We respect your privacy and treat your data with utmost care.

Financial Freedom

Fuelling Financial Freedom

We aren’t just building wealth — we’re guiding you towards true financial independence and peace of mind.

Meet the Experts 
​behind your 
​Wealth​

Sanjeev Kumar Mundhra

Sanjeev Kumar Mundhra

Director

Ashis Kumar Dey

Ashis Kumar Dey

Director

Amit Rathi

Amit Rathi

Director

Guiding your Financial Journey

Our Approach towards your Better Financial Future

Client-Centric Approach

We specialize in co-creating a personalised, goal-based financial plan—designed to help you achieve your life’s most meaningful aspirations.

Our services include:


Recommending the appropriate Term & Health Insurance coverage for you and your family

Helping you invest in Mutual Funds aligned with your goals, risk profile, and return expectations

Assisting you in preparing a simple and effective Will, ensuring a lasting legacy for your loved ones

From protecting your present to planning your future—we walk with you at every step.
Who do we Work With?

At Asset Kraft Investments Pvt. Ltd., we manage money for a wide spectrum of clients—business owners, salaried professionals, self-employed, retirees, single women, and NRIs.

We believe in equal attention, not equal portfolios. That’s why we don’t discriminate based on the size of your initial investment.

Our sweet spot lies in serving the Middle Net-worth Individual (MNI)—as the legendary Parag Parikh once said,

“We don’t chase HNIs, we create them.”

We’re not the best fit for Investors who often prefer control over coaching.

We work best with those who believe in long-term thinking, are disciplined and staying the course.

What we Can't (& Won't) Do?

At Asset Kraft Investments Pvt. Ltd., we believe in being upfront about what we don’t do—because great relationships are built on clear expectations.

  • We don’t predict short-term market movements—because no one truly can.
  • We’re focused on long-term wealth creation, not quick wins.
  • We can’t make you rich overnight—real wealth takes time, patience, and discipline.
  • We don’t actively trade or churn your portfolio—less activity, more compounding.
  • 90% of the time, we don’t take action—because doing nothing is often the smartest thing to do.
  • We prefer minimal interference once the plan is in place—because sound financial outcomes need consistency, not constant tweaking.
  • We won’t chase you for investments—our relationship is like that of a doctor and patient: when you need us, we’ll go all out to help.

Do we work Globally?

Absolutely! We manage clients across India and in over 25 countries globally.

Thanks to Zoom, we’re always just an e-meeting away—at your convenience.

That said, if you’re ever in Mumbai or passing through, we’d love to host you for an in-person conversation—some discussions are just better face-to-face over a great cup of coffee.

Trust us, it’s magical.