PORTFOLIO MANAGMENT IN UNLISTED SHARES AND MUTUAL FUND

Home PORTFOLIO MANAGMENT IN UNLISTED SHARES AND MUTUAL FUND

Our Approach

Wealth managed
with purpose.

We specialise in sustainable investments and personalised financial strategies tailored to your long-term goals — guiding you through the complexities of the financial world with integrity and care.

At K. Hari & Co., our expert advisory team is committed to guiding you through the complexities of the financial world — ensuring your wealth is managed with integrity, transparency, and care. Whether it is unlisted shares, mutual fund portfolios, or long-term investment structuring, we provide personalised strategies built around your unique financial goals.

"The better the information, the better the outcome — we keep you informed, confident, and always a step ahead."

We believe that informed investors make better decisions. That is why we provide a wide range of educational materials — articles, newsletters, and case studies — so you can always be confident in the choices you make. Guided by principles of transparency and customer satisfaction, we look forward to helping you achieve lasting financial security.

Unlisted share portfolio advisory

Mutual fund selection & management

Personalised investment strategies

Risk profiling & asset allocation

Sustainable & ESG-aligned investing

Regular portfolio reviews & reporting

Portfolio Management Services

Scope of Work

Unlisted Shares Advisory

Identification & Advisory on Investment Opportunities in Unlisted / Pre-IPO Shares

Valuation of Unlisted Shares & Fair Market Value Assessment

Portfolio Structuring for Unlisted Equity Holdings — Risk & Return Analysis

Exit Strategy Planning for Unlisted Share Investments — IPO, Buyback & Secondary Sale

Mutual Fund & Wealth Management

Mutual Fund Selection & Portfolio Construction based on Risk Profile & Goals

Systematic Investment Plan (SIP) Advisory & Long-term Wealth Accumulation Strategy

Regular Portfolio Review, Rebalancing & Performance Reporting

Sustainable & ESG-aligned Investment Strategy Advisory for Conscious Investors

Ready to grow & protect your wealth?

Personalised investment advisory — sustainable, transparent, and built around your long-term financial goals.

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