.hero-stat ADK Financial Advisory LLP — Wealth Management & AIF Advisory
✓ SEBI Registered AIF (Category II) · IN/AIF2/23-24/1459

Your Trusted Partner
in Wealth Creation

Helping investors build, preserve & grow wealth through research-driven investment solutions.

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SEBI REGISTERED · AIF CATEGORY II
Portfolio Value₹12.60 Cr
▲ 18.4% YTD
34%Equity
28%Fixed Inc.
22%AIF
SEBI RegisteredAIF Category II
300+Happy Investors
Research BasedInvestment Strategy
TransparentProcess & Reporting
Long TermWealth Creation

Wealth Management Services

Direct Equity

Invest in listed companies and grow your wealth.

Unlisted Shares

Invest in high-potential unlisted companies.

Fixed Income

Safe, stable & regular income opportunities.

Assured Fixed Returns

Earn consistent and predictable fixed returns.

Mutual Fund

Diversified investments managed by experts.

Stock SIP

Invest regularly and build wealth systematically.

REIT

Earn from real estate without buying property.

Dematerialization

Convert physical shares to demat seamlessly.

Direct Alternative Investment Fund (AIF)

Access exclusive investment opportunities in high-growth sectors with our SEBI registered AIF. Designed for sophisticated investors seeking superior risk-adjusted returns.

High Growth Potential
Professionally Managed
Long Term Value Creation
Diversified Portfolio
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Our Offerings

Thirteen routes, one advisory desk

01Direct EquityWealth Mgmt
02Unlisted SharesWealth Mgmt
03Alternative Investment Fund (AIF)Solutions
04Mutual FundWealth Mgmt
05Stock SIPWealth Mgmt
06Portfolio Management ServicesSolutions
07REITWealth Mgmt
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Investment Philosophy

Five pillars behind every call

Value Investing

Risk Management

Fundamental Analysis

Liquidity Management

Transparency & Accountability

Investment Opportunities
High Value Land
BKC Mumbai
GIFT City
Real Assets
Why Choose Us

Advisory built for the long term

SEBI Regulated & TrustedFully compliant & transparent
Diversified PortfolioSpread risk, maximize returns
Expert-Led StrategyExperienced professionals
Investor First ApproachYour goals, our priority
0+Happy Clients
GrowingInvestor Community
TrustedInvestment Solutions
ProfessionalAdvisory Services

What Our Investors Say

ADK Financial Advisory LLP has been instrumental in guiding our investment journey. Their research-driven approach and transparency build complete trust.

RM
Rohit MehtaBusiness Owner, Mumbai

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Contact Information

ADK Financial Advisory LLP, Office No. 602, Riddhi Siddhi Office Premises, Opp. Sahakar Plaza, Tilaknagar, Chembur, Mumbai – 400089
+91 98765 43210
info@adkfinancial.com
www.adkfinancial.com
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Take the first step towards securing your financial future with expert investment guidance.

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