Kenkre Investment Concepts — Since 1989
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Trusted by 500+ families in Goa

Plan with clarity. Invest with confidence.

AMFI-Registered mutual fund distribution, mutual fund distribution, tax and retirement guidance — serving Goan families since 1989.

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AMFI-registered · SEBI-aligned process · Since 1989
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“They turned our scattered investments into a real plan.”

— Client, Panjim

Our Expertise

Advice for every stage of your wealth journey

We combine planning, tax and investment expertise to help you make confident financial decisions — built on three decades of independent distribution experience.

Mutual Fund Distribution

A written, goal-linked roadmap that maps every rupee to what matters.

  • Written, goal-linked financial roadmap
  • Cash-flow and emergency-fund review
  • Insurance gap analysis (life + health)
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Retirement

Build a corpus that replaces your income — and survives inflation.

  • Corpus & inflation-adjusted income modelling
  • NPS, EPF and SIP integration
  • SWP withdrawal strategy
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Tax Planning

Year-round 80C, ELSS, NPS and capital-gains structuring — not a March rush.

  • Year-round 80C and NPS structuring
  • ELSS vs PPF vs NPS trade-off
  • LTCG harvesting strategy
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Portfolio Review

A second opinion on what you already own — and a plan to fix it.

  • Holdings & overlap analysis
  • Risk and asset-allocation drift check
  • Underperformer flagging
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Portfolio Distribution Services

A coordinated plan for households with significant, multi-asset wealth.

  • Whole-household balance sheet view
  • Asset-allocation across all holdings
  • Tax + succession coordination
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Education Planning

Plan and fund higher education without derailing the rest of your goals.

  • Inflation-adjusted education cost model
  • Dedicated education portfolio
  • De-risking glide path
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Have a goal in mind? Let's build the plan.

Take a 60-second financial health check — reviewed by a qualified distributor with 35+ years of experience.

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How It Works

How It Works

STEP 01

Discover Your Goals

Every journey begins with understanding your aspirations, financial priorities, and the future you want to create.

STEP 02

Build Your Personalised Plan

Together, we design an investment strategy aligned with your goals, time horizon, and comfort with risk.

STEP 03

Invest, Review & Grow

We help you implement your plan, monitor its progress, and adapt it as your life and financial goals evolve.

Trust & credibility

Built on three decades of distribution

AMFI
Registered MFD
NISM
Certified Team
Since 1989
35+ Years
2,000+
Investors Guided
Serving investors across Goa

Visit Us In Margao, Fatorda, or Cuncolim

Three convenient offices in South Goa. Walk in for a portfolio review, goal-based planning session, or a simple conversation about your investments.

FAQ

Questions clients ask before they engage

Mutual Fund Distribution

Mutual Funds

Retirement

Tax Planning

Insurance

Portfolio Review

Portfolio Distribution Services

Goal-Based Investing

Estate Planning

Education Planning

Our founding belief

A Personal Note From the Founder

“Kenkre Investment Concepts was founded in 1989 with one belief: ordinary investors deserve the same quality of financial advice as institutions. Decades later, that belief still drives every conversation. Our goal is not to sell products, but to help you understand your choices, stay disciplined, and build wealth that lasts for generations.”
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Founder
Founder, Kenkre Investment Concepts
Since 1989
Ready When You Are

Ready to Take Control of Your Financial Future?

Start with a conversation and discover how a structured investment roadmap can help you achieve your goals.

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