Mission
To empower individuals and institutions with comprehensive investment knowledge and tools, guiding them to make informed financial decisions. With a commitment to excellence and integrity, we strive to be your trusted partner in navigating the complexities of the investment landscape.
Secure
Trusted
Our Team
Atul Kela
Chartered Accountant
With over 20 years of experience as a Chartered Accountant, I founded AK Investments and AK Finance, an platform for finance management, in 2024.
Ashok Kela
Chartered Accountant
Mentor for AK Investments
Born in Bhagur, a small village in Nashik, Maharashtra. Rising from a background of limited financial support, focused on learning, seizing opportunities, and mastering the art of disciplined investing.
Archana Kela
Chartered Accountant
Founder of AK Commerce Classes. Accelerating the knowledge of students in accounting and financial subjects across various grades.
Products & Services
Why Invest in Bonds?
Fixed-income securities provide steady interest income to investors throughout the life of the bond. fixed-income securities can also reduce the overall risk in an investment portfolio.
Regular Income Stream
Fixed-income securities provide investors with a steady stream of income
Low Market
Volatility
Bonds carry very low volatility as compared to the prices of equity or mutual funds.
Safety - Principal Protection
Investors benefit by preserving and increasing their invested capital.
Portfoilio Diversification
Bonds enable efficient portfolio diversification and thus assist in portfolio risk-mitigation.
High Priority Claim to Assets
Investors in bonds have a higher priority over common and preferred stockholder.
Zero Credit Risk
No default risk while investing in Govt Bonds.
Types of Bonds
1
Government Bonds
2
Corporate Bonds
3
Public Sector Bonds
4
Tax Free Bonds
Why Invest through Mutual Fund?
Practically, one does not invest in mutual fund but invests through mutual funds. An investor does not get a different product, but gets a different way of investing. The difference lies in the professional way of investing, portfolio diversification, and a regulated vehicle.
Professional Management
Managed by professional experienced in buying, selling, and monitoring investments.
Affordable Portfolio Diversification
Diversify your investments across many securities and asset categories such as equity, debt and gold.
Convenience
Ability to withdraw part of the money, invest an additional amount, setting up systematic transactions, etc.
Liquidity
Easily redeem (liquidate) units on any business day. Amount directly credited in your bank account.
Well-Regulated
Regulated by SEBI providing investor protection, transparency and fair valuation principles.
Tax Benefits
Investment in ELSS upto ₹1,50,000 qualifies for tax benefit under section 80C of the Income Tax Act, 1961. Longer term funds are tax efficient.
Types of Mutual Fund
1
Equity Schemes
2
Debt Schemes
3
Hybrid Schemes
4
Solution Oriented Schemes
5
Other Schemes
What are investment insurance products?
Combines the benefits of both investment (market-linked returns) and insurance (through a life cover). Assured life cover amount in the case of an unfortunate event and generate returns for your financial goals.
Flexibile Premium Payments
Many options like monthly, quarterly, semi-annual and annual payments to fit into budget
Systematic Withdrawals
Create a regular source of income using systematic withdrawal feature
Long-Term Wealth Creation
Create wealth over time, align the plan as per your financial goals, like child's education, saving for retirement, and more.
Insurance Cover
Offers a large claim amount to your loved ones, in case of an unfortunate event.
Tax Benefits
Deduction upto ₹ 1.5 lakh on the premiums paid under Section 80C of the Income Tax Act, 1961. Payouts receive are also tax-free under Section 10(10D).
What are equity investments?
An equity investment is money that is invested in a company by purchasing shares of that company. Its refers to the purchase of ownership stake in a company. As a shareholder, you become a partial owner of the company.
Wealth Creation
Equities are known for their potential to create significant wealth over the long term. Historical data shows that stock market tend to grow , despite short term volatility
Beating inflation
Equities generally provide returns that outpace inflation, preserving and growing the purchasing power of your money
Dividend Income
Some companies pay regular dividends on the investments , providing a steady income stream
News and Updates
Certification
Completed the Certification Course on Fundamental and Technical Analysis of Stocks Including Equity Research conducted by the Committee on Financial Markets and Investors’ Protection of The Institute of Chartered Accountants of India (Setup by an Act of Parliament)
Authorised by Association of Mutual Funds in India (AMFI) as a registered Mutual fund distributor (MFD). Can act as intermediary between asset management companies (AMCs) and investors, simplifying the investment process and offering ongoing support
Completed the Investor Certification conducted by Securities and Exchange Board of India (SEBI), in association with National Institute of Securities Markets (NISM), for fostering Financial Literacy and Investor awareness in Indian Securities Markets.
Partnership and Alliances
Authorised business Associate of A.K.Stock Market Private Limited (AKSPL). AKSPL is a wholly owned subsidiary of A. K. Capital Services Ltd , a listed public limited company and is a SEBI registered broker (INZ000240830) allowing investors to deal in bonds & debentures through exchange.
Authorised distributor of P B Partners - A brand under Policybazaar Insurance Brokers Private Limited. Policybazaar Insurance Brokers Private Limited is registered as Composite broker with the IRDAl, having Registration No. 742.
AssetPlus is India’s leading Mutual Fund Distribution Platform. AssetPlus received funding from Eight Roads (backed by Fidelity) and is backed by institutional investors like Rainmatter, InCred and Venture Catalyst. Its USP is the convenience of a seamless, all-in-one platform for solutions and support across critical areas such as operations and portfolio reporting.
Where to access
Our Android and IOS app allow you to track on the go, on a mobile or tablet device - Link to Android and IOS app
What our clients says
"Apart from taxes and death, you can now add expenses as the only certainties in life. Beware of little expenses, a small leak can sink a great ship. We need to monitor unnecessary expenses and ensure that the optimum amount is diverted towards savings and eventually investments. AK Investments fixed income platform with secure returns, helped me managed the fixed expenses and financial budget"
"Investing with AK Investments has been an excellent experience, particularly as it introduced me to the world of bonds and their advantages—something I had never explored before. Atul’s patience and expertise were instrumental in guiding me through the product details and facilitating my investment journey. This platform serves as a reliable avenue for anyone, especially those seeking to diversify into fixed-income assets with secure returns and structured financial growth. "