Our Services
We offer two simple ways to work with us.
1. Market Advisory.
At Kamat Capital, we strongly believe that objective, market advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice.
By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. Our team of CFP® , CMT, CA, RIA professionals are at the core of our service and are empowered by our best-in-class support teams and proprietary technology platform. This model allows Kamat Capital to integrate advice into our members’ entire financial picture—all for an affordable, flat membership fee.
Best suited for
ADVISORY
Designed for serious investors focused on consistent returns
- 8–10 High-Conviction Trades / Month
- Detailed Research Reports (Stocks, Crypto, Commodity)
- Portfolio Allocation Strategy
- Real-Time BUY & SELL Alerts
2. Portfolio Management Service
(For investors who want professionals to manage their money)
If you prefer to focus on your life while professionals manage your money, then this is for you.
We take complete responsibility for your portfolio using our structured, research-driven framework.
What this includes
1. Portfolio construction aligned to your goals and risk profile
2. Active monitoring of markets and asset allocations
3. Short-term tactical adjustments when opportunities arise
4. Long-term compounding-focused strategy
5. Quarterly portfolio reviews and rebalancing
Best suited for
Not Sure Which One Is Right for You?
If you’re unsure whether PMS or Advisory fits you the best, we’ll help you decide with zero pressure.
“You focus on your life while. We focus on your capital growth” – KC