What is it that we offer and others don't?
Nice Question! See it yourself
Traditional
Distributors
K3 Capital
One-size-fits-all solutions
Tailored Recommendations
Handpicked funds tailored to your financial DNA and long term goals
Set it and hope for the best
Proactive Portfolio Care
Constantly optimizing with timely rebalancing and switching funds
IPS? What's that? We just know commissions
Personalized Investment Policy Statement (IPS)
Your dynamic IPS updated every six months
Quarterly statements in snail mail or wait for updates
Real-Time Performance Updates
Monthly electronic reports for instant insights
Limited options available
Diverse AMC Choices
A platter of 30+ AMCs for your selection. We have tie-ups with all of them, just name it!
Office hours or maybe a Telephonic Call
Virtual or In-Person Support
Reach us anywhere – virtually or a coffee shop near you
Focused on selling funds, missing the bigger financial picture
Holistic Financial Planing
Beyond funds – comprehensive financial planning for every stage
Limited educational resources, leaving you in the dark
Educational Empowerment
Empowering you with financial knowledge and insights
Often confined to local or regional investment options
Global Investment Opportunities
Access to international markets and diverse global funds
Basic security protocols, potential data vulnerability
Client Data Security