Got questions?
We’re here to help.
These are the most common questions we hear from our investors. We’ve compiled them here to help you make informed decisions.
Kamat Capital works with professionals, business owners, and families who seek both short-term outcomes and long-term wealth creation.
Short-term gains, when pursued, are structured and systematically reinvested to support sustainable long-term compounding.
We do not recommend or sell financial products.
Our work is purely advisory — independent, conflict-free, and aligned with your goals, risk profile, and time horizon.
Our focus is disciplined capital allocation, not product distribution.
Yes. We typically work with clients who meet a minimum asset or engagement threshold to ensure meaningful and personalized advisory.
All financial advice at Kamat Capital is delivered by qualified professionals, including:
Registered Investment Advisors
CFP® (Certified Financial Planner)
CA (Chartered Accountant)
Yes.
We work with clients globally, including the US, UK, Australia, Canada, Dubai, and Singapore.
As long as there is alignment and trust, location is never a barrier.
We value your commitment.
All plans are non-refundable once purchased. However, clients retain full access to all benefits of their selected plan until its expiry date.
The first step is a discovery call.
During this conversation, we understand your financial situation, goals, and expectations. This helps both sides determine whether there is a strong alignment.
Always.
Through our client portal, you have access to:
Portfolio reports
Holdings and allocations
Strategy rationale
Ongoing updates
You will always know what is invested, why it is invested, and how it aligns with your plan.
We offer multiple secure payment options, including:
PayPal
Debit Cards
Credit Cards
Net Banking
UPI
Wallets
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