At Karim Brothers Consultancy Pvt. Ltd., we bring nearly four decades of expertise in financial consulting, insurance solutions, and investment planning. Founded in 1985, our firm has proudly served over 3500 clients across India and overseas, helping them grow and protect their wealth through customized, strategic financial planning.
We specialize in Mutual Funds, SIPs, Life Insurance, General Insurance, and comprehensive risk and portfolio management. Located in Sarai Jullena, New Friends Colony, New Delhi, we are your trusted partner in achieving financial independence, wealth creation, and risk protection.
Our Services at Karim Brothers Consultancy Pvt. Ltd.
At Karim Brothers Consultancy Pvt. Ltd., we offer a comprehensive suite of financial, investment, and insurance services tailored to help individuals, families, and businesses achieve long-term financial security and growth. With decades of experience and deep industry insight, we provide personalized financial solutions that are both strategic and practical.
1. Mutual Fund Advisory
Our mutual fund services help clients build a diversified and well-balanced investment portfolio based on their risk appetite and financial goals.
Fund Research & Recommendation
Top Performing Funds Analysis
Gainers & Losers Tracking
Dividends & NFO (New Fund Offers) Updates
Mutual Fund Growth & SIP Calculators
Risk Profile Mapping
Customized Mutual Fund Portfolio Management
2. SIP (Systematic Investment Plan) Services
We guide clients to invest consistently through SIPs for long-term wealth creation.
SIP Investment Planning
SIP Comparison & Return Analysis
Goal-Based SIPs (Retirement, Education, Wealth Creation)
SIP Delay Impact Calculator
SIP Performance & SWP (Withdrawal) Tracking
Child Education & Retirement SIP Planners
3. Life Insurance Solutions
Life insurance is a cornerstone of any sound financial plan. We help clients choose the best life insurance products based on their family, income, and goals.
Life Cover Requirement Analysis
Term Life Insurance
Endowment & Money Back Plans
ULIPs (Unit Linked Insurance Plans)
Premium Calculators & HLV (Human Life Value) Tools
Insurance Portfolio Review & Optimization
4. General Insurance
We provide a wide array of general insurance products for individuals, families, and businesses to protect their health, travel, and valuable assets.
Health Insurance (Individual, Family Floater, Critical Illness)
Motor Insurance (Car, Bike, Commercial Vehicles)
Travel Insurance (Domestic & International Plans)
Personal Accident Insurance
Corporate & Group Insurance Solutions
5. Wealth Management & Portfolio Services
We help high-net-worth individuals and professionals manage, grow, and protect their assets through tailored wealth strategies.
Risk Assessment & Asset Allocation
Goal-Based Wealth Planning
Long-Term Portfolio Structuring
Periodic Reviews & Realignment
Tax Planning & Investment Compliance
6. Financial Planning Tools & Calculators
To empower our clients with financial knowledge and clarity, we offer a variety of interactive tools:
SIP Calculator
Retirement Planner
Goal Planner
HLV (Human Life Value) Calculator
Premium Calculator
SIP vs. Lump Sum Comparison
Investment Growth Trackers
7. Retirement Planning
We help individuals prepare for a financially independent and stress-free retirement by building efficient investment and insurance plans.
Pension Funds & Annuity Products
Long-Term Investment Planning
Tax-Efficient Retirement Solutions
Regular Income Strategies (SWPs, Senior Citizen Plans)
8. Child Education Planning
Secure your child’s academic future with our education investment plans.
Cost Estimation of Future Education
SIPs for Child Education
Insurance + Investment Plans for Minors
Long-Term Education Fund Strategies
Why Choose Karim Brothers?
Over 38 years of experience in the financial and insurance industry
Personalized advisory services with goal-based financial planning
Transparent, client-first approach to investments
Tech-enabled tools: calculators, performance charts, SIP planners
Servicing clients across India and internationally
Trusted partner for families, professionals, NRIs, and institutions
Office Location & Contact
Karim Brothers Consultancy Pvt. Ltd.
167/8, 1st Floor, Sona Priya Chamber, Mandir Lane,
Block D, Sarai Jullena, New Friends Colony,
New Delhi, Delhi – 110025
Phone: 09811217142
Website: www.kbcinvest.com
Whether you're planning for retirement, securing your family's future, or building wealth—Karim Brothers Consultancy is here to help you every step of the way. Contact us today for a personalized consultation.