WELCOME TO KARDI-TRUSTI

Assisting You In Creating Future Wealth

By professionally and systematically managing our client’s investments, we enable them to reach their financial objectives.

ABOUT US

Let's create your stable financial future.

We manage investments on behalf of clients, including corporations, institutions, and individual investors. Investment advising, financial planning, and portfolio management are just a few of the services we offer.

WHY CHOOSE US

Personalized Intelligent Investment

We offer our clients helpful services that help them increase their money and accomplish their financial objectives.

100 +

Project Completed

3+

Award Winning

5+

Year Of Experiences

20 +

Professional Team

OUR SERVICES

We offer a variety of services

Investment Research

In order to find investment possibilities and track market developments, we do extensive research.

Financial Planning

We provide comprehensive financial planning services for clients considering investment objectives, tax position, retirement, and estate planning.

Portfolio Management

We assist clients in selecting the ideal mix of assets for their portfolios. Based on the client’s risk tolerance and investment goals.

asset-management
Asset Management

Based on their risk acceptance, financial objectives, and investment time horizon, we assist customers in creating a personalized investment strategy.

Risk Management

By varying their portfolio and utilizing protection strategies to reduce exposure to market volatility, we assist clients in managing their investment risk.

Tax Planning

By reducing taxes and increasing after-tax profits, we assist clients in tax-efficiently managing their investments.

PROJECT

our most recent projects

Henderson Lane Investment

Psgequity Investment

EasyFintech Investment

TESTIMONIALS

What thay say

Here are some of our clients’ feedback for your better understanding 

I needed an investment management company that could assist me in efficiently managing my finances because I own a small business. For me, they have changed the game. They have assisted me in streamlining my accounting procedures, enhancing my cash flow, and making wise business investments.

Lesley J

My experience with financial services has been quite positive. They have guided me through challenging financial situations and given me wise counsel that has enabled me to meet my long-term financial objectives.

Harold P

"The best financial services company I've ever worked with, and I've worked with quite a few. They are informed, receptive, and truly concerned about their clients' financial well-being. They have my highest recommendation for anyone looking for professional financial planning and assistance.

Carolyn K
BLOG & NEWS

Checkout Our Latest News And Articles

Why Everyone Should Invest: 3 Good Reasons

Why Everyone Should Invest: 3 Good Reasons

A great objective is to have control over your financial future. We’d like to give you three of the finest…

Why Should My Stock Portfolio Be Diversified?

Why Should My Stock Portfolio Be Diversified?

In the world of investing, diversification lowers risk by holding companies from many categories. By investing in a variety of…

What Are The Four Major Forms Of Investing?

What Are The Four Major Forms Of Investing?

Investing may be a complex world at times. So, in this section, we’ll go through the four primary sorts of…

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