Karim Brothers Consultancy – Expert Financial Planning in New Delhi Since 1985
For nearly 40 years, Karim Brothers Consultancy Pvt. Ltd. has been a trusted name in financial planning, investment advice, and insurance solutions in New Delhi. Founded in 1985 and based in Sarai Jullena, New Friends Colony, our goal has always been simple: to help individuals and families grow, manage, and protect their wealth.
With a client base of over 3,500 across India and abroad, we focus on creating customized financial strategies that align with your life goals—whether it’s saving for the future, protecting your loved ones, or planning for retirement.
Your Partner for Smart Mutual Fund Investments
We help you make informed choices in the world of mutual fund investments. Whether you're new to investing or looking to diversify, we offer:
Personalized mutual fund portfolio advice
Tracking of top performing mutual funds
Tools to analyze growth, returns, and risks
Updates on new fund offers and dividend options
Everything is tailored to your risk profile and long-term goals.
Build Wealth Step-by-Step with SIPs
Investing through Systematic Investment Plans (SIPs) is one of the smartest ways to grow wealth over time. We help you with:
Selecting the right SIPs for your goals
Monitoring performance and returns
Using tools like SIP calculators and goal planners
Planning for specific needs like retirement or children’s education
With SIPs, you can start small and build big.
Secure Your Future with the Right Life Insurance
Life insurance is a key part of any financial plan. We guide you to the right coverage with:
Term plans, ULIPs, and savings-based insurance
Human Life Value (HLV) and premium analysis
Ongoing policy reviews to keep your insurance up to date
We help ensure your loved ones are financially protected, no matter what.
General Insurance for Health, Travel, and Assets
We also offer a range of general insurance plans that safeguard your health, travels, and property:
Health insurance for individuals and families
Motor and travel insurance
Corporate insurance for businesses and employees
Personal accident coverage
Get peace of mind knowing you’re covered.
Comprehensive Wealth & Portfolio Management
For professionals and HNIs, our wealth management services include:
Risk profiling and asset allocation
Long-term investment planning
Periodic portfolio reviews and adjustments
Integrated tax and compliance support
We help you protect and grow your assets efficiently.
Easy-to-Use Financial Planning Tools
Our clients benefit from access to helpful tools that make financial decisions easier:
SIP and retirement calculators
Investment growth trackers
Goal planning tools for education, wealth, or travel
HLV and premium calculators
These tools bring transparency and clarity to your financial journey.
Retirement Planning for a Stress-Free Future
We help you prepare for a comfortable retirement with smart, tax-efficient retirement plans, annuity products, and income strategies like SWPs. Whether retirement is 5 or 25 years away, we make sure you're ready.
Plan Today for Your Child’s Tomorrow
Secure your child’s education with our specialized child education investment plans. We help you:
Estimate future costs
Set up education SIPs
Combine insurance with investment for minors
Build long-term strategies for academic success
Why Choose Karim Brothers Consultancy?
Here’s what sets us apart:
Nearly 40 years of experience in financial services
Personalized, goal-based advisory
Transparent and client-centric approach
Access to powerful financial planning tools
Service across India and to NRI clients worldwide
When it comes to your money, trust matters—and so does experience.
Visit Us or Get in Touch
Karim Brothers Consultancy Pvt. Ltd.
167/8, 1st Floor, Sona Priya Chamber, Mandir Lane,
Block D, Sarai Jullena, New Friends Colony,
New Delhi – 110025
Phone: 09811217142
Website: www.kbcinvest.com
Let’s Plan Your Financial Future Together
Whether you're aiming to retire early, build wealth steadily, or secure your family's future, Karim Brothers Consultancy is here to help. Reach out for a personalized consultation and take the first step toward a smarter financial life.