KLM Wealth Pvt Ltd
PLAN. INVEST. GROW.
Goal-based investing for families in India and NRIs abroad
Mutual fund SIPs, demat and trading accounts for families in Hyderabad and NRIs in the USA, Canada, UK, Australia and the Middle East.
Mutual funds
SIPs built around your goals
We help you choose and run mutual fund investments for specific goals, and keep them on track with regular reviews. Transactions are executed through NSE MF Invest.
SIPs and step-up SIPs
Start a monthly SIP and raise it as your income grows.
- Children's education and marriage
- Retirement corpus
- Home down-payment
Lumpsum and STP
Invest a bonus, sale proceeds or maturity amount in stages rather than all at once.
SWP for regular income
A systematic withdrawal plan for retirees who want monthly cash flow from their corpus.
Tax-saving ELSS
Equity-linked savings schemes with a three-year lock-in, under the old tax regime.
AMFI Registered Mutual Fund Distributor · ARN-185535
Demat & Stock Broking
Demat and trading accounts with Globe Capital
As an Authorised Person of Globe Capital Market Ltd, we help you open and use a demat and trading account for equity shares traded on NSE and BSE.
Account opening
Online KYC, nominee registration and account activation, with step-by-step help.
Equity and IPOs
Buy and sell shares on NSE and BSE; apply for IPOs using UPI.
NRI trading accounts
PIS-linked NRE or NRO accounts for NRIs investing in Indian shares.
Equity derivatives for hedging
Index futures and options, and stock futures and options, on NSE and BSE. Used to protect an existing portfolio against falls, for example hedging a stock or index holding.
Risk disclosure (SEBI): 9 out of 10 individual traders in the equity futures and options segment incurred net losses. Derivatives can lose more than the margin paid. Trade only after reading the risk disclosure document.
Authorised Person of Globe Capital Market Ltd · NSE AP0091090743 · BSE AP01317901125101
We do not give stock tips, buy/sell calls or trading advice. Read Globe Capital's Investor Charter for stock brokers.
How we work
From first call to a running plan
Goal review call
A free 20-minute call on WhatsApp or phone: your goals, time horizon and existing investments.
KYC and setup
Online KYC, then your SIP mandate on NSE MF Invest and, if you want one, a demat account.
Start investing
Your first SIP or investment, usually within 7 days of the call.
Regular reviews
Quarterly check-ins and a yearly step-up review, by phone or WhatsApp.
NRI investing
Investing in India from abroad
We work with NRIs in the USA, Canada, UK, Australia and the Middle East, with sessions timed for your time zone.
NRI investing guideContact
Talk to us
WhatsApp or call
+91 77801 32563
Mon–Sat, 10 am – 7 pm IST
Office
H.No 1-33/3/8, 1st Floor, #5, Kailash Nagar, Chandanagar, Hyderabad – 500050