our connections
SBI Mutual fund
Nippon India Mutual fund
ICICI Prudential AMC
ICICI Prudential AMC
Nippon India Mutual fund
ICICI Prudential AMC
Nippon India Mutual fund
Nippon India Mutual fund
Nippon India Mutual fund
Edelweiss Mutual fund
Nippon India Mutual fund
Nippon India Mutual fund
Franklin Templeton
Canara Robeco Mutual fund
Motilal Oswal Mutual fund
Motilal Oswal Mutual fund
Quant
Motilal Oswal Mutual fund
Our services
PMS
Mutual Fund
Mutual Fund
Portfolio Management Service (PMS) is a professional investment service where experts manage your money based on your financial goals and risk profile. It’s ideal if you prefer personalized strategies and want professionals to handle your investments. PMS usually requires a higher minimum investment and offers tailored asset allocation, active management, and regular performance updates.
Mutual Fund
Mutual Fund
Mutual Fund
Mutual fund lets you invest in a mix of assets like stocks or bonds, along with other investors, with the help of a professional fund manager. It offers diversification, which lowers your risk, and makes investing easier even if you’re not very experienced. You earn returns through profits the fund generates, such as dividends or capital gains.
Broking
Insurance
Insurance
Broking service offers personalized financial guidance and tailored investment options, helping you make informed decisions that align with your goals. With expert insights and real-time updates, we focus on maximizing your returns and ensuring your investments are well-managed.
Insurance
Insurance
Insurance
Insurance is more than just protection—it’s the peace of mind that comes from knowing your loved ones, health, and assets are secure. Whether you’re looking for life, health, or business insurance, we offer tailored solutions to help you face life’s uncertainties with confidence. Explore our range of plans and secure what matters most today.
About Us
Mission
To empower individuals and families to achieve long-term financial well-being through personalized, transparent, and research-driven financial solutions. We strive to simplify wealth creation by offering expert guidance across mutual funds, portfolio management services, insurance, and capital markets — all under one trusted roof.
Vision
To become a leading name in India’s financial services landscape — known for integrity, innovation, and impactful client relationships. Our vision is to be the most respected wealth partner for those seeking financial freedom and generational prosperity.
Contact Us
Get Started Today
Get started today—secure, grow, and protect your wealth with confidence.
Reach us on WhatsApp
Kosmi Wealth
538, Avadh Kontina, Luthra circle VIP road, Surat., Surat, GJ 395007
Hours
Open today | 08:30 am – 06:30 pm |
May differ on holidays
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