KA Group

What KA Group does

KA Group of Companies is a privately-held, family-owned diversified business group headquartered in Surat, Gujarat, India, founded in October 2006 by Amit Mehta and Krutika Mehta. The firm operates across financial advisory, real estate, e-commerce, textile import-export, and earthmoving equipment manufacturing through multiple wholly-owned subsidiaries including KA Finsec Services Private Limited, KA Financial Services LLP, Krina E-Commerce Private Limited, and Khevna Fashions Private Limited, with international entities in the UAE and UK.

The group's core financial services product suite includes SEEP (Systematic Entry & Exit Plan), an AI-driven market timing strategy built on the proprietary Highwave Strategy; M-Gain, positioned as an asset-based investment product with registered mortgage protection offering 12-15% p.a. returns; Portfolio Doctor / Financial Planning; Stock Market Research & Trading with multiple strategies (Highwave, Blue Crown, Capital Craft); Mutual Fund distribution across 5,000+ schemes; Insurance advisory; Portfolio Management Services (PMS); Real Estate advisory (including the Jai Ho online property platform); and Loans & Financing advisory. The technology backbone includes the proprietary SMART BETA Research Platform covering 1,100+ companies over 20 years, and the WBC Connect mobile application for account and transaction management.

KA Group generates revenue through a hybrid model spanning subscription/recurring advisory fees, transaction-based commissions on product distribution (mutual funds, insurance, real estate), and the M-Gain asset-based product. The go-to-market is sales-led, combining face-to-face advisory from Surat offices with digital self-service via the website, financial calculators, and the WBC Connect app. The firm targets individual investors, high net worth individuals, senior citizens, and a primary NRI segment served across India, UAE, UK, and claimed presence in Australia, Canada, Switzerland, US, and Saudi Arabia. The company is bootstrapped, with no external institutional funding disclosed.

Name

KA Group

Legal name

KA Group of Companies

Website

https://kagroup.in

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

KA Group is a privately-held, Surat-based diversified business group offering financial advisory, real estate, e-commerce, textile trading, and equipment manufacturing, serving individual investors, HNW clients, senior citizens, and NRIs through proprietary platforms including SEEP, M-Gain, and SMART BETA.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industries

Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL), Distribution Support & Dealer Services (Commissions/Trails, Agreements, Data Feeds) (FSAAAMAJ)

Keywords

• Financial advisory services
• Mutual fund distribution
• Portfolio management services
• Real estate advisory
• Asset-based investments

Headquarters

HQ city

Surat

HQ country

India

HQ region

Asia

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Financial Advisory Services: Revenue generated from providing financial planning, portfolio management, and advisory services to individuals and businesses. Services include review of equity, mutual funds, insurance, debt, and real estate investments.
2. M-Gain Investment Product: Asset-based investment product with minimum 12% p.a. returns. Investors pool money which is invested in securities, mutual funds, real estate, import export, and liquid funds. Interest payments made monthly, quarterly, half-yearly, or yearly depending on plan chosen.
3. Portfolio Management Services (PMS): Discretionary and non-discretionary portfolio management offerings including stock-based equity approaches, ETF-based equity approaches, and MF-based equity, hybrid and liquid investment approaches.
4. Product Distribution: Distribution of financial products including mutual funds, insurance, stocks, and real estate where the company earns commissions from product providers.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

KA Group provides diversified financial advisory and distribution services, offering portfolio management, mutual fund distribution, insurance advisory, stock market research, and real estate investment guidance. The company sells proprietary investment products including SEEP (an AI-driven systematic entry and exit plan) and M-Gain (an asset-based investment product with land-backed security), alongside PMS, financial planning, and loan advisory services for individual investors, NRIs, and HNIs.

Product overview

KA Group is a diversified financial services company offering a comprehensive suite of investment and advisory products. The core offerings include SEEP (Systematic Entry & Exit Plan) - an AI-driven market timing strategy for stock investments, M-Gain - India's first Asset Based Investment product with land-backed security, Financial Planning/Portfolio Doctor services for holistic investment guidance, Stock Market Research & Trading Advisory with multiple strategies (Highwave, Blue Crown, Capital Craft), Mutual Funds platform (5000+ schemes), Insurance advisory, Portfolio Management Services (PMS) with proprietary SMART BETA research, Real Estate Advisory, and Loans & Financing. The company also offers specialized NRI wealth management services and digital tools including calculators (SIP, Retirement, Insurance, EMI+SIP). The WBC Connect App serves as the technology platform for account management. The products work together to provide end-to-end financial planning from investment guidance to execution across equities, mutual funds, insurance, real estate, and alternative investments.

Differentiator

Problem solved

Functional benefit

Brands

• M-Gain: India's first Asset Based Investment product with inflation-beating returns and registered mortgage against investment.
• SEEP
• Portfolio Doctor
• WBC Connect

Products and services

• SEEP (Systematic Entry & Exit Plan) AI-driven stock market investment strategy that dynamically adjusts market entry and exit timing based on technical analysis and the Highwave Strategy, aiming to generate 15-20% potential returns by avoiding emotional investing. Target customers are individual equity investors.
• M-Gain Asset-based investment product offering minimum 12% p.a. returns (up to 14% p.a. on longer tenure, 15% for senior citizens) with land-backed security through registered mortgage, providing inflation-beating returns with flexibility to withdraw after 3-year tenure. Target customers include senior citizens and conservative investors.
• Financial Planning / Portfolio Doctor Investment guidance service providing new investment advice and portfolio review including Equity, Mutual Fund, Insurance, Debt, and Real Estate, with goal-oriented methods and proper asset allocation for risk minimization and return maximization. Targeted at individual investors.
• Stock Market Research & Trading Advisory Stock advisory services offering three investment strategies (Highwave Strategy, Blue Crown Strategy, Capital Craft Strategy) with certified research analysts providing personalized guidance for informed investment decisions. For individual and HNI equity investors.
• Mutual Funds Distribution and advisory access to over 5000 mutual fund schemes with personalized recommendations based on investor needs, goals, and risk profile, offering SIPs starting at Rs. 1,000. For individual investors.
• Insurance Insurance advisory covering Life Insurance, Health Insurance, Vehicle Insurance, and Travel Insurance with options to compare and select optimal coverage based on income and plan type. For individual and family insurance buyers.
• Portfolio Management Services (PMS) Discretionary and non-discretionary wealth and portfolio management offering Stock-based Equity, ETF-based Equity, MF-based Equity/Hybrid/Liquid approaches, powered by the proprietary SMART BETA Research Platform covering 1100+ companies over 20 years. For HNI and high-capital investors.
• Loans & Financing Advisory Loan advisory service helping clients find optimal loan options for housing or business needs through comprehensive loan review and comparison of market offerings. For individual and business borrowers.
• NRI Wealth Freedom Strategy Exclusive NRI financial planning service covering NRE/NRO account optimization, FEMA compliance, SIP-linked investments, SEEP stock strategies, property planning, and tax efficiency for Non-Resident Indians.
• WBC Connect App Mobile application for managing financial services including account registration, KYC processing, credit card account tracking, financial transaction management, and e-commerce transactions with data localization in India. For KA Group customers.

Quantifiable outcome

• SEEP strategy can generate 15-20% potential returns compared to traditional investment approaches
• +2 more outcomes

Named customers7 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature3 records

Partnerships

Six partnerships are on record, tiered core, supporting and minor.

• KA Finsec Services Private LimitedcoreOthersPrimary operating entity within KA Group dealing in financial advisory and financial products distribution. The company name 'KA Finsec' is derived from the first letters of founders' names (Krutika and Amit).
• KA Financial Services LLPcoreOthersEntity within KA Group dealing in Real Estate Projects and RE Innovative Products. Part of diversified business group operations.
• Krina E-Commerce Private LimitedsupportingTechnology or IntegrationEntity within KA Group dealing in technology solutions, providing technology infrastructure for the group's digital platforms and services.
• Khevna Fashions Private LimitedminorOthersEntity within KA Group dealing in Import-Export of Textiles across the world, representing the e-commerce vertical of diversified business group.
• KA Finsec General Trading FZCsupportingOthersUAE-based subsidiary of KA Finsec Services Pvt. Ltd., expanding group operations to Middle East region.
• KA Finsec Services LimitedsupportingOthersUK-based subsidiary of KA Finsec Services Pvt. Ltd., enabling financial services operations in the United Kingdom for NRI customers.

Scale indicators3 records

Recent moves2 records

Expansion highlights5 records

Broad incumbents

• Motilal Oswal Wealth Management: National Indian wealth and PMS franchise with proprietary quantitative research; overlaps with KA Group on rule-based PMS and equity advisory but serves a far larger client base.
• IIFL Wealth Management: Large listed Indian wealth manager offering PMS, distribution, and advisory across asset classes; comparable to KA Group on PMS and wealth advisory but at vastly larger scale and broader product set.
• Anand Rathi Wealth Management: Listed Indian wealth manager with PMA, financial planning and mutual fund distribution; comparable business model across retail wealth, mutual fund distribution and goal-based advisory.
• Edelweiss Wealth Management: Pan-Indian wealth advisory with PMS, distribution and realty advisory arms; overlaps with KA Group on the integrated wealth-plus-real-estate advisory value proposition.

Direct peers

• Prudent Corporate Advisory Services: Indian mutual fund and insurance distributor with growing PMS/PMS Lite offerings to retail and HNI clients; directly comparable MFD-to-PMS go-to-market motion and product mix.
• FundsIndia / Tata Capital Fund Investing: Long-standing Indian mutual fund distribution and advisory platform under the Tata Capital umbrella; comparable in offering MF distribution plus financial planning to retail and NRI investors.
• NJ IndiaInvest (NJ Financial): Large Indian mutual fund distributor and wealth platform from Surat with similar retail/NRI breadth and proprietary quantitative research tooling; KA Group's SMART BETA nomenclature and Surat base mirror NJ's positioning.

Emerging players

• Kuvera (Bharat Innovation Fund): Direct mutual fund investing and goal-based advisory platform; comparable on MFD/advisory offering but with a digital-only model serving the same retail/NRI segments.
• SBNRI (SBNRI Technologies): India-focused NRI wealth and financial services platform; competes with KA Group's NRI Wealth Freedom Strategy on cross-border investment, FEMA and tax advisory for diaspora Indians.
• Plutus Capital Management: Boutique India-focused PMS and AIF provider; comparable on discretionary PMS and rule-based equity strategies targeting HNI investors.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/CompaniesKa
• Facebookfacebook.com/kagroup.in
• LinkedInlinkedin.com/company/linkedin-ka-group-of-companies

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about KA Group