About Us
Our Values
At Kaanak Bothra, we are committed to providing trustworthy and interactive services to our clients. Our core values are integrity, transparency, customer service, innovation, collaboration, and empowerment. Let us help you to achieve your financial goals.
Our Mission
Our mission is to help people understand their money and use it wisely. We believe everyone deserves to feel confident about their financial future, so we offer clear guidance with education & expert advice to help you to reach your goals.
Our Vision
Our vision is to build a future where everyone has the knowledge and resources to make informed financial decisions and build a brighter tomorrow.
How Do We Work
Introduction
We believe in building strong relationships from the start. Instead of simply introducing ourselves as financial advisors, we see ourselves as partners in your financial journey. We take the time to understand your background, aspirations, and the unique details that shape your financial goals.
Counseling
Our dedicated counseling sessions offer a safe space for open communication. We listen attentively to your career path, financial aspirations, and any individual circumstances that impact your finances. Getting to know you as an individual allows us to guide you effectively.
Choice
Once we have a clear understanding of your situation, we guide you through our range of services. We don't push products but rather explain the different options available and how they align with your specific goals and objectives. We believe in providing all the information you need to make informed decisions.
Enrolment
The final decision is always yours. We present you with various options, but the choice of which path to take ultimately rests with you. Our goal is to help you choose a course of action that reflects your specific needs and goals, crafting a financial journey that is unique to you.
Our Expert
Kanak Bothra
Certified Financial Planner
Kanak had his first taste of financing through the stock market back in 1992 but decided to concentrate more on entrepreneurship, eventually establishing a name for himself in Surat’s booming manufacturing industry. In 2011, Kanak realized that the rapidly growing Indian economy and rising household incomes have led to a demand for financial instruments that promise greater returns than bank or post-office FDs. However, he also saw that people around him did not have adequate knowledge about the stock market and were often losing money in it instead of generating wealth.
So, to spread financial literacy and help people achieve their financial goals, Kanak entered in this field in 2012 and finally launched his new venture Money Secrets (2017). He obtained licenses and certifications from AMFI (under SEBI in 2012), and CFP (2016), IRDA (2017) and has become an expert in the field. Moreover, he has completed intensive training courses from OTA, USA (Online Trading Academy) to become a full-fledged technical & fundamental analyst of the stock market.
Now, with his immense wealth of knowledge, Kanak strives for financial growth for all, education, and income with no bar. He has developed easy-to-understand courses in Hindi that will help people learn about the stock market and achieve personal financial goals.
Why To Choose Us?
Are you ready to take control of your financial future? Our team can help you achieve success with personalized guidance and support. Don’t wait any longer to choose a brighter financial future – start working with us today and let’s make your goals a reality.
- Adaptability to Change
- Client-Focused Service
- Ongoing Support
- Personalized Plans
- Experienced Advisors
- Comprehensive Solutions