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About us


We are one of the Boutique wealth management & Investment assistance firms operating out of the Garden city of Bangalore catering to HNIís and SMEís.

At A. K. Associates, we adopt a structured and disciplined approach and provide you portfolio solutions which meet your desired financial goals and milestones depending on the clientís risk profile.

At A. K. Associates, we offer you a complete range of solutions that complement our services. The range includes a combination of best of breed proprietary and non proprietary (third party) products. The approach is to recommend you product solutions within your overall asset allocation in an unbiased manner after evaluating all the options available in the market as we believe that the clientís interest comes first and that there is no substitute for the same.

Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals according to your specific needs and comfort levels. Our estate planning, insurance, and wealth management expertise will put you in the best position to succeed while allowing you to maximize your time devoted to focusing on the pursuits that are most important to you.

We cater to a very limited number of clients and companies that we manage; as all our clients have been referred to us by our existing satisfied clientele. We do believe in keeping the existing client happy because our growth lies in our clientís growth.

We offer following specific solutions to our clients:-

  • Investment Assistance Services MF,

  • Fixed Deposits,

  • Life and General Insurance
 
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