KNV CAPITAL SERVICES FINANCIAL ADVISORY

Your Wealth Deserves a Strategy. Your Future Deserves a Plan.

KNV Capital Services provides personalised financial planning and investment guidance for retail investors, HNIs, UHNIs, NRIs, professionals, entrepreneurs, business owners, corporates and families seeking a structured approach to wealth creation, wealth preservation and long-term financial independence.

From building your first investment portfolio to managing substantial wealth, planning for retirement or protecting your family's financial future, we bring your financial priorities together through a structured, goal-oriented approach.

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Plan Better Invest Strategically Protect What Matters Build for the Future
WEALTH STRATEGY
PLAN • PROTECT • GROW
INVESTMENTStrategy
FINANCIALPlanning
WEALTHProtection
LONG-TERMFuture
01
Goal-OrientedFinancial Strategy
02
PersonalisedAdvisory Approach
03
Portfolio-LevelFinancial Perspective
04
Long-TermFinancial Thinking
OUR JOURNEY

Trusted by Investors. Built on Experience.

Our approach is built around long-term relationships, structured financial planning and a commitment to helping clients make informed financial decisions.

200+ Cr
Assets Under Advisory
5,000+
Customers Served
90%
Customer Retention
10+
Years of Experience
ABOUT KNV CAPITAL SERVICES

Financial Guidance Built Around People, Not Products.

KNV Capital Services provides personalised financial planning and investment guidance for retail investors, HNIs, UHNIs, NRIs, professionals, entrepreneurs, business owners, corporates and families seeking a structured approach to wealth creation, wealth preservation and long-term financial independence.

Know More About KNV

We look beyond individual investments to understand your overall financial position, objectives, liquidity requirements, risk profile and long-term priorities.

Our approach is designed to help you structure your wealth, make informed financial decisions and pursue your financial goals with greater clarity and confidence.

01
UNDERSTAND

Where are you today?

02
DEFINE

Where do you want to go?

03
STRATEGISE

What financial strategy can help connect the two?

Our role is to help bring greater structure, clarity and discipline to that journey.

01 Understand Your Financial Position
02 Define Your Financial Objectives
03 Strategise Your Financial Future
OUR SERVICES

A Complete Financial Advisory Ecosystem

Different financial goals require different strategies.

KNV Capital Services brings together eight specialised areas of financial advisory to address the changing needs of individuals, families and businesses.

01

Financial Planning

Build a Financial Roadmap Around Your Life

Understand your current financial position, define your goals and create a structured financial strategy for the years ahead.

FOCUS AREAS
Goal-based financial planning Cash-flow planning Investment planning Risk management Financial independence Long-term wealth planning
Explore Financial Planning
02

Investment Advisory

Make Investment Decisions With Greater Clarity

Develop a disciplined investment strategy based on your objectives, risk profile, investment horizon, liquidity requirements and existing portfolio.

FOCUS AREAS
Investment strategy Asset allocation Portfolio construction Investment selection Risk assessment Long-term investment planning
Explore Investment Advisory
03

Mutual Fund Services

Make Mutual Funds Part of a Larger Investment Strategy

Evaluate mutual fund investments based on your financial goals, investment horizon, risk profile and the role they are expected to play within your portfolio.

FOCUS AREAS
Mutual fund investment planning SIP planning Mutual fund portfolio review Fund selection Portfolio diversification Long-term investment strategy
Explore Mutual Fund Services
04

Wealth Management

Manage Your Wealth With a Broader Perspective

For affluent individuals, HNIs, UHNIs, entrepreneurs and established families, wealth management goes beyond individual investments.

We help bring investments, liquidity, diversification, wealth preservation and long-term financial objectives into a more coordinated strategy.

FOCUS AREAS
Personal wealth management Portfolio strategy Wealth creation Wealth preservation Liquidity planning Family wealth planning
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05

Insurance Advisory

Protect the Wealth and People That Matter Most

Insurance is an important part of financial protection. We help clients assess their life, health, family and business protection requirements and understand how insurance can fit within their broader financial strategy.

FOCUS AREAS
Life insurance planning Health insurance planning Family protection Business protection Key-person considerations Insurance portfolio review
Explore Insurance Advisory
06

Portfolio Advisory

Your Investments Should Work Together

As portfolios grow, individual investment decisions can create duplication, concentration or unnecessary complexity.

Our portfolio advisory approach evaluates the complete investment structure — including asset allocation, diversification, risk, liquidity and goal alignment.

FOCUS AREAS
Portfolio review Asset allocation Diversification analysis Investment overlap Risk assessment Portfolio optimisation
Explore Portfolio Advisory
07

Retirement Planning

Build the Financial Freedom to Choose Your Future

Retirement planning is more than calculating a corpus. We help clients plan for future income requirements, lifestyle, inflation, healthcare, investment strategy, liquidity and long-term financial independence.

FOCUS AREAS
Retirement corpus planning Retirement income planning Investment planning Inflation considerations Healthcare planning Financial independence
Explore Retirement Planning
08

NRI Financial Services

Stay Financially Connected to India, Wherever You Live

We provide India-focused financial guidance for NRIs managing investments, wealth, family responsibilities, retirement and other financial interests connected to India.

FOCUS AREAS
NRI investment planning NRI portfolio advisory NRI wealth management Retirement planning Insurance advisory India-based financial planning
Explore NRI Financial Services
ONE FINANCIAL PERSPECTIVE Multiple strategies. One coordinated financial direction.
OUR APPROACH

Understand First. Strategise Second. Invest With Purpose.

At KNV Capital Services, we believe good financial advice begins with understanding the client.

Our approach is designed around five connected stages that bring structure, discipline and clarity to financial decision-making.

01
UNDERSTAND

Understand

We understand your financial position, goals, responsibilities, investments, liabilities and priorities.

02
ANALYSE

Analyse

We evaluate your financial situation, risk profile, investment horizon, liquidity requirements and existing portfolio.

03
STRATEGISE

Strategise

We develop a structured financial strategy aligned with your objectives.

04
IMPLEMENT

Implement

We help put the agreed strategy into action through appropriate financial solutions.

05
REVIEW & EVOLVE

Review & Evolve

Financial circumstances change. Your strategy should evolve with your income, wealth, family, business and long-term goals.

THE KNV PRINCIPLE Strategy should evolve with your financial life.
UNDERSTAND ANALYSE STRATEGISE IMPLEMENT EVOLVE
OUR WORK IN ACTION

Case Studies

Discover how our financial expertise helps businesses and individuals make informed decisions, improve financial clarity, and plan for growth.

Financial reports and business analytics on a screen 01
FINANCIAL PLANNING

Increasing Mutual Fund & Equity Allocation to 60% for Long-Term Wealth Growth

Discover how a ₹7.33 crore portfolio with only 8.6% allocated to Mutual Funds and Equity could benefit from a strategic asset allocation approach.

View Case Study
Modern commercial buildings representing business growth 02
WEALTH MANAGEMENT

Property Review & Wealth Optimisation: Improving Long-Term Financial Efficiency

Explore how reviewing property value, rental income, loan interest and ownership costs can help optimise wealth.

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Financial documents and planning work on a desk 03
RETIREMENT PLANNING

From Rejection to ₹3 Crore Life Cover: An NRI Insurance Case Study

Discover how an NRI client secured ₹3 crore in term life insurance cover within 26 days after an earlier application was declined,

View Case Study
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REAL CLAIMS. REAL SUPPORT.

Success Stories

Insurance matters most when it is needed. See how we stand by our clients through claims, treatment and the moments that matter most.

Cashless health insurance claim settlement 100% Covered 01
CASHLESS HEALTH CLAIM

100% Hospital Bill Coverage Through STAR Health Insurance

A cashless claim of ₹31,898 was approved in full, with ₹0 payable by the patient as per the claim statement.

Read Story
Health insurance reimbursement claim support ₹6 Lakh Approved 02
REIMBURSEMENT CLAIM

Supporting Our Client Through a Health Insurance Claim

With our claim-process guidance, a ₹7,87,082 hospitalization claim under Aditya Birla Health Insurance was settled at ₹6,00,000.

Read Story
Continuous health insurance claim support for dialysis ~₹30,000 / Month 03
ONGOING CLAIM SUPPORT

Continuous Monthly Dialysis Claim Support

A client receiving regular dialysis has been getting claim settlements of about ₹30,000 per month under an SBI General Insurance policy.

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Term insurance protecting a family ₹1,00,000 / Month 04
TERM INSURANCE

Ensuring Financial Security for a Family Through Term Insurance

A term plan chosen in 2018 now provides the family a monthly income of ₹1,00,000, helping them manage regular expenses.

Read Story
FREQUENTLY ASKED QUESTIONS

Questions Before You Begin?

A clearer understanding leads to better financial decisions.

Here are answers to some of the common questions clients have about KNV Capital Services and our financial advisory approach.

KNV Capital Services provides financial planning, investment advisory, mutual fund services, wealth management, insurance advisory, portfolio advisory, retirement planning and NRI financial services.

Our services are designed for retail investors, professionals, senior executives, entrepreneurs, business owners, HNIs, UHNIs, NRIs, corporates and families, depending on their individual requirements.

Yes. KNV provides investment advisory focused on investment strategy, portfolio construction, asset allocation, risk considerations and ongoing investment review.

Yes. Portfolio and investment reviews can help assess asset allocation, diversification, concentration, investment overlap, risk and alignment with financial objectives.

Yes. Wealth management services are designed for clients seeking a broader approach to managing, growing and preserving accumulated wealth.

Yes. Retirement planning can include retirement corpus planning, investment strategy, retirement income planning, inflation considerations, healthcare planning and financial independence.

Yes. KNV provides India-focused financial guidance for eligible NRIs relating to investments, wealth management, portfolio advisory, retirement planning and other financial requirements.

Yes. A comprehensive financial review can consider your financial goals, investments, wealth, protection, retirement requirements and broader financial priorities.

No. Market-linked investments involve risk and returns are not guaranteed. Investment decisions should be based on individual financial circumstances, objectives, risk profile and applicable product documentation.

STILL HAVE QUESTIONS? Let's discuss your financial priorities.
Schedule a Financial Consultation
OUR LOCATION

Visit KNV Capital Services

Our office is located in KK Nagar, Chennai. Connect with our team for personalised financial advisory and wealth planning.

KNV Capital Services Pvt. Ltd. 2, E Vanniar Street, KK Nagar West, K. K. Nagar, Chennai, Tamil Nadu 600078
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CUSTOMER SUPPORT

Have a concern or complaint?

We value your feedback and are committed to addressing your concerns with appropriate attention. If you have a complaint regarding our services or your experience with KNV Capital Services, please contact our dedicated support team.

We are here to listen. Your concern will be directed to the appropriate team.
COMPLAINT & SUPPORT

Need to raise a complaint?

Please email us with the details of your concern. Our team will review your complaint and respond appropriately.

Submit a Complaint complaint.support@knvcapitalservices.com
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