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Your Journey Towards
Financial Freedom,
Begins With Us
Our Services
Investment Solution
At Khazana Associates, we specialise in providing comprehensive investment distribution solutions designed to empower individuals, families, and organizations to achieve financial freedom and long-term stability. Our mission is to address the critical investment needs of our clients — both large and small — through a unique, personalised approach that sets us apart in the industry. With a strong focus on trust, transparency and performance, we offer a wide range of financial products and distribution services including mutual funds, portfolio management services (PMS), fixed deposits (FDs), bonds and more. Whether you are growing your financial portfolio, planning for retirement or securing your future, Khazana Associates is your trusted partner in navigating the world of mutual fund distribution and wealth management in India. We serve investors across Gurugram, Bhubaneswar, Hyderabad and Pune — with the same personalised attention regardless of
investment size.
Legal Services
At Khazana Associates, we offer reliable and personalized legal services tailored to meet the unique needs of individuals and families. Our experienced team simplifies complex legal processes and provides expert guidance in matters like Will creation, property transfer, surviving member certificates, and mutation of property. We handle every detail with accuracy and care to ensure timely and error-free documentation. With a strong focus on client satisfaction, we have earned a reputation for delivering efficient, hassle-free legal documentation services. Trust Khazana Associates for professional support and peace of mind in all your personal legal matters.
Tax Consultancy
At Khazana Associates, we specialise in providing trusted taxation and accounting services for individuals and businesses across
various sectors.
With a strong reputation for accuracy and reliability, we help clients manage everything from income tax filing and retirement
benefit planning to complex and time-consuming accounting issues.
Our goal is to simplify your tax obligations while ensuring full compliance with Indian tax laws. Whether you are a salaried professional, entrepreneur or small business owner, you can
count on us for expert guidance and personalised solutions.
Choose Khazana Associates for professional, timely and
stress-free tax and accounting services across Gurugram, Bhubaneswar, Hyderabad and Pune.
Estate Planning
Since 2017, Khazana Associates, along with our empaneled legal partners, has been providing timely, personalized legal counsel with a strong focus on estate planning and client rights. We understand that legal matters can be complex and overwhelming, which is why we are committed to helping you clearly understand your rights and every aspect of your case. Our goal is not only to protect your legal interests but also to keep you fully informed as your case progresses. With a client-first approach, we personally guide you through important legal decisions and ensure your estate and future are in trusted hands.
Stocks
At Khazana Associates, we are a Registered Stock Trading Member of both the National Stock Exchange (NSE) and the Bombay Stock Exchange (BSE), offering trusted and seamless stock trading services to investors across India. We make investing in the stock market simple, transparent, and accessible for everyone—whether you're a first-time investor or an experienced trader. Our platform supports both online and offline trading, catering to the needs of all generations. With a focus on ease, security, and personalized support, Khazana Associates empowers clients to make informed investment decisions and build long-term wealth through equity markets.
Punyam Patnaik,
VP-IT at HSBC
Khazana Associates has been assisting me in my investment journey for over 5 years now. Our relationship has become more than just business; it's a true partnership that gives me confidence for a secure financial future.
Vivek Mehra, Co-Founder & CTO at Onlygood
I've been with Khazana Associates since their inception and they've been instrumental in shaping my financial future. Our relationship has grown from a simple business arrangement to a true partnership built
on trust.
Note: Testimonials reflect individual experiences and do not guarantee similar results for all investors.
Ashish Taneja,
VP HR at NatWest Group
Working with Khazana Associates has been an absolute game-changer. Their innovative approach and proactive strategies have not only helped me achieve my financial goals but have also provided me with the peace of mind I've always craved. I highly recommend their services to anyone
seeking investment distribution
assistance.
Customer Testimonials
Have Questions About Investing?
Banking & Investment Distribution ExpFind answers to the most common questions about
Mutual Funds, SIP, ELSS Tax Saving, PMS and more.