KAD ASSET MANAGEMENT PVT LTD

SMART SAVINGS STRONG PROTECTION

Your trusted financial partner for insurance, investments, tax planning, and real estate consultancy.

About Us

Our Excellence

KAD ASSET MANAGEMENT PVT LTD is a leading financial services company based in Bangalore, dedicated to providing comprehensive solutions for all your financial needs. From protective insurance policies to strategic investment planning, we are here to ensure your financial security.

With years of expertise and partnership with top-tier financial institutions, we bring you the best-in-class service and personalized advice.

Our Mission

To empower individuals and families with smart financial planning, personalized investment strategies, and comprehensive insurance coverage that protects today while building wealth for tomorrow.

Our Goal

"Our goal is to be a trusted financial partner for every client - protecting today, planning tomorrow, and growing for life."

Our Services

Comprehensive financial solutions tailored to your needs

Smart Budgeting & Savings Plans

Strategic financial planning to maximize your savings and achieve your goals faster.

Personalized Investment Advice

Expert guidance on investments tailored to your risk profile and financial objectives.

Insurance & Risk Management

Comprehensive insurance solutions to protect you and your family from life's uncertainties.

All Types of Insurance Policies

Life, health, general, and specialized insurance policies from top providers.

Tax Planning & Optimization

Legal strategies to minimize your tax liability and maximize your savings.

Mutual Fund Planning

Diversified mutual fund portfolios designed for optimal returns and risk management.

Financial Planning for Life Goals

Complete financial roadmaps for retirement, education, marriage, and other life milestones.

Loans & Financing Solutions

Flexible loan options for home, car, education, and business to help you meet your immediate financial needs.

We Provide Services Under

Authorized services through India's leading financial institutions

HDFC Life

Sar utha ke jiyo!

Leading life insurance provider offering comprehensive life coverage and investment solutions.

Tata AIG General Insurance

With You Always

Premier general insurance company providing motor, travel, health, and business insurance.

Niva Bupa Health Insurance

Health Insurance

Specialized health insurance solutions for individuals and families across India.

Our Leadership Team

Meet the experts behind KAD ASSET MANAGEMENT PVT LTD's success

Alok Kumar Mandal

Alok Kumar Mandal

Chairman

Visionary leader driving KAD ASSET MANAGEMENT PVT LTD's mission of financial empowerment.

Dev Kumar

Dev Kumar

Director

Strategic operations expert ensuring excellence in service delivery.

Darshan

Darshan

MD of SKB Enterprises & Estate Vista

Leading our construction and real estate development wings.

Kiran Chad

Kiran Chad

Manager

Client relations specialist focused on delivering exceptional service.

Suman

Suman

Chief Technology Officer

Technology innovator powering KAD ASSET MANAGEMENT PVT LTD's digital transformation.

Sachin Kumar Mandal

Sachin Kumar Mandal

Technical Manager

Technical expert ensuring seamless operations and digital solutions.

Uday Chandra Yadav

Uday Chandra Yadav

Editing and Marketing Manager

Creative strategist driving brand visibility and marketing excellence.

Prekshith

Prekshith

Builder (Construction)

Expert in professional construction and infrastructure management.

Neeraj

Neeraj

Marketing Supporter

Assisting in driving brand reach and client engagement strategies.

What Our Clients Say

Trusted by hundreds of satisfied customers

"KAD ASSET MANAGEMENT PVT LTD helped me save significantly on my taxes while securing my family's future with the right insurance plans. Highly professional team!"

Rahul Sharma

Business Owner, Bangalore

"Best investment advice I've received! The team at KAD ASSET MANAGEMENT PVT LTD truly understands personal finance and helped me plan for my retirement effectively."

Priya Patel

IT Professional, Mumbai

"Found my dream home through Estate Vista, recommended by KAD ASSET MANAGEMENT PVT LTD. Their network of partners makes everything so convenient under one roof!"

Amit Verma

Doctor, Bangalore

Contact Us

Get in touch with our team for personalized financial solutions

Call Us

+91 81471 49945

WhatsApp

Chat with us

Address

27/8 Balaji Nagar, 6th Cross Road,
Near Lakshmi Theatre, S.G Palya,
Bangalore - 560029, Karnataka, India

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Find Us

Frequently Asked Questions

Quick answers to common questions

What types of insurance do you offer?

We offer all types of insurance through our official partners - Life Insurance (HDFC Life), Health Insurance (Niva Bupa), and General Insurance including motor, travel, and business insurance (Tata AIG).

How can I get a consultation?

You can reach us via WhatsApp, phone call, or fill out the contact form. We offer free initial consultations to understand your needs and recommend the best solutions.

Do you help with tax planning?

Yes! We provide comprehensive tax planning services to help you save money legally through smart investment strategies and tax-saving instruments.

What is Estate Vista?

Estate Vista is our real estate consultancy partner, honoured by Darshan Shivalinge Gowda. They help you find the perfect property for your home or investment needs.