Wealth Management

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Kalakal Enterprise Overview

Build & Grow Your Wealth

Mutual Funds & comprehensive wealth management services

Comprehensive Wealth Management

Build, protect, and grow your wealth with our professional wealth management services. We offer Mutual Fund investments through SIP and lumpsum modes, portfolio management services, retirement planning, tax-saving investments, and personalized wealth advisory. Our certified financial planners help you create customized investment strategies aligned with your financial goals, risk appetite, and time horizon.

Services MF, SIP, PMS, Advisory
Investment Start from ₹500/month
Fund Houses All AMCs Available
Planning Personalized Strategy

Our Services

Mutual Funds
SIP Planning
Portfolio Mgmt
Retirement Plan
Tax Saving
Goal Planning
Start Investing

Kalakal Enterprise Why Choose Us

Your Wealth Advisory Partner

Professional guidance for financial success

01

Certified Advisors

AMFI-registered mutual fund distributors and financial planners.

02

Personalized Strategy

Customized investment plans based on your goals and risk profile.

03

Top Fund Selection

Access to best-performing mutual funds across categories.

04

Easy Investment

Invest and track portfolio through mobile app.

05

Regular Monitoring

Continuous portfolio review and rebalancing support.

06

Zero Commission

Direct mutual fund plans with no hidden charges.

Kalakal Enterprise Our Services

Wealth Management Services

Comprehensive financial planning for your future

Mutual Fund Services

SIP Investments

Systematic Investment Plans from ₹500/month

Lumpsum Investment

One-time bulk investments in mutual funds

Portfolio Rebalancing

Regular portfolio review and optimization

Switch & Redeem

Easy fund switching and redemption

Wealth Advisory

Goal-Based Planning

Investment plans for specific life goals

Risk Assessment

Detailed risk profiling and analysis

Asset Allocation

Strategic diversification across asset classes

Tax Planning

Tax-efficient investment strategies

Financial Planning

Retirement Planning

Secure your golden years with proper planning

Child Education

Plan for your child's education expenses

Home Purchase

Systematic savings for dream home

Wealth Creation

Long-term wealth building strategies

Kalakal Enterprise Get Started

Start Your Wealth Journey

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Kalakal Enterprise Features & Benefits

Wealth Management Benefits

01

Professional Guidance

Expert financial planners for your wealth journey

02

Diversified Portfolio

Strategic asset allocation across multiple funds

03

SIP Flexibility

Start with as low as ₹500 per month

04

Tax Efficiency

Maximize tax savings with ELSS and other schemes

05

Regular Reviews

Quarterly portfolio performance analysis

06

Goal Achievement

Systematic approach to reach financial milestones

Kalakal Enterprise Fund Categories

Mutual Fund Types

Choose from various fund categories based on your goals

Equity Funds

Large cap, Mid cap, Small cap, Multi-cap

Debt Funds

Liquid, Short-term, Corporate bonds

Hybrid Funds

Balanced advantage & dynamic allocation

ELSS Funds

Tax-saving funds under Section 80C

International Funds

Global equity and diversification

Sector Funds

Thematic & sector-specific investments

Kalakal Enterprise More Options

Explore Other Loans & Services

Discover our complete range of financial products and services tailored for you

Business Loan

Personal Loan

Business Loan

Car Loan

Gold Loan

Education Loan

Mortgage Loan

Used Car Loan

Credit Card Loan

Equipment Loan

Machinery Loan

OD/CC Facility

Insurance

Equity & Commodity

Kalakal Enterprise Happy Customers

What Our Customers Say

Real experiences from customers who built their wealth with us

"Started SIP investments through Kalakal Enterprise for my retirement planning. The advisor helped me choose the right mutual funds based on my risk profile. The portfolio has grown significantly over the years. Excellent service and guidance!"

Anjali Mehta

Homemaker, Ahmedabad

"Invested in tax-saving ELSS funds through Kalakal Enterprise. The advisor explained all options clearly and helped me maximize my tax benefits. The returns have been good and the process was hassle-free. Highly recommended!"

Prakash Patel

Retired Banker, Gandhinagar

"Got personalized wealth management services for my business. The portfolio management and goal-based planning helped me achieve my financial targets. Kalakal Enterprise provides excellent advisory services. Very satisfied!"

Sunita Shah

Small Business Owner, Vadodara

✨ Wealth Management

Start Building Your Wealth Today

Get expert guidance for achieving your financial goals. Mutual funds, SIP planning, portfolio management - Start investing with as low as ₹500/month.

Start Investing

Kalakal Enterprise Wealth Management FAQs

Got Questions?
We Have Answers

Find answers to commonly asked questions about mutual funds and wealth management.

Contact Us

What is a SIP and how does it work?

Systematic Investment Plan (SIP) allows you to invest a fixed amount regularly (monthly/quarterly) in mutual funds. It helps in rupee cost averaging and disciplined investing. You can start with as low as ₹500 per month and benefit from the power of compounding. Kalakal Enterprise helps you set up SIPs aligned with your financial goals.

Which mutual fund is best for me?

The best mutual fund depends on your financial goals, investment horizon, and risk appetite. For long-term wealth creation, equity funds work well. For shorter goals with lower risk, debt or hybrid funds are suitable. Our advisors in Ahmedabad conduct risk profiling to recommend the right funds for you.

Are there any charges for mutual fund investments?

We recommend direct mutual fund plans which have lower expense ratios compared to regular plans. There are no entry/exit loads in most funds. We don't charge any advisory fees for SIP investments, making it completely free for investors. Kalakal Enterprise ensures transparent and cost-effective investment solutions.

How do I track my mutual fund portfolio?

You can track your portfolio through our mobile app and web portal with real-time NAV updates, portfolio performance, XIRR returns, and detailed transaction history. We also provide quarterly performance reviews and rebalancing suggestions. Kalakal Enterprise ensures you stay informed about your investments.

Can I redeem my mutual fund investments anytime?

Yes, mutual funds (except ELSS) offer high liquidity. You can redeem your investments anytime, and the amount is typically credited to your bank account within 1-3 working days. ELSS funds have a 3-year lock-in period for tax benefits. Kalakal Enterprise provides easy redemption services for all your investments.