“At KulaSampatti, we are committed to helping individuals, families, and other entities build, preserve, and pass on wealth seamlessly across generations. Our process-driven approach ensures that every financial decision is made with a clear purpose—aligning your wealth with your long-term goals from the very start, not as an afterthought.

Our team brings together a diverse range of professionals to address all aspects of your financial journey. Anand Kothekar, a Chartered Accountant with deep expertise in tax planning and wealth management, ensures strategies are optimized for growth and compliance. Maitreyee Apte, our Mutual Fund Distributor and Wealth Manager, tailors investment portfolios to balance risk and reward, securing your financial future.

We are further strengthened by professionals like Company Secretaries ensuring business structures comply with legal standards, lawyers specializing in estate planning and succession, and a Market Research Expert, providing insights to navigate market shifts effectively.

With our holistic expertise in finance, investment, compliance, and administration, we provide personalized solutions that secure your wealth and legacy for generations to come.”