P. Kothari Investments

P. Kothari Investments A Mutual Fund Distribution Firm specialising in Mutual Funds, PMS, Equities, Life Insurance, Health Insurance, Taxation, Bonds and Fixed Deposits.

Our Services include :
• Financial Planning which includes Child
Education Planning, Retirement Planning
Estate Planning etc.
• Wealth Management
• Taxation Advisory & Return Filing
• Mutual Funds Distribution
• Life Insurance
• General Insurance including Mediclaim
• Corporate Deposits, Fixed Deposits, Tax
Saving Bonds
• Will Writing
• Housing Loans and Loan against

Property
• Business and Project Finance
• Accounting and providing End to End
services for taxation compliances.
• Company Law Advisory
• XBRL Filing and other compliances

08/08/2026

Want exposure to real estate without directly buying a property?

REITs offer a market-linked way to participate in income-generating real estate assets, while REIT & Realty-focused mutual fund schemes can provide exposure to listed REITs and realty-related companies.

Before investing, understand the scheme’s investment objective, risks, costs and tax implications, and check whether it aligns with your financial goals and risk profile.

Want to know more about REIT & Realty-focused funds? Comment “REIT” below.

📞 +91 90299 51509 | +91 89764 20121

ARN – 308480



Disclaimer: This communication is for educational and awareness purposes only and should not be construed as investment, financial, legal, or tax advice. Investments in securities are subject to market risks. Read all scheme-related documents carefully before investing. Investment returns are not guaranteed and depend on market performance. Please consult your financial advisor before making any investment decisions.

04/08/2026

Are you an NRI with income, investments, or property in India? Filing an Income Tax Return may be more important than you think.

From potential tax refunds to other financial benefits, there are several reasons why filing your ITR could be worth considering.

Watch this reel to learn why filing your ITR may matter.

📩 DM "NRI" to understand whether you may need to file your Indian Income Tax Return.

📞 +91 90299 51509 | +91 89764 20121

ARN - 308480



Disclaimer: This communication is for educational and awareness purposes only and should not be construed as insurance, investment, legal, or financial advice. Insurance benefits, coverage, exclusions, and claim settlements are subject to the terms and conditions of the respective policy. Please read all policy documents carefully before purchasing any insurance product. Investments in securities are subject to market risks. Please read all scheme-related documents carefully before investing.

21/07/2026

Think a Will is only for the wealthy? Think again.

Even a house, a bank account, or a few investments can make asset transfer more complex if your wishes aren’t documented. A Will can help bring clarity and reduce uncertainty for your loved ones.

📞 Connect with us to learn more about the importance of Will and succession awareness.

📞 +91 90299 51509 | +91 89764 20121

ARN - 308480

PersonalFinance AssetOwnership FinancialLiteracy ResponsibleInvesting AMFI

Disclaimer: The information provided is for educational purposes only and should not be construed as legal, tax, or financial advice. Preparation and ex*****on of a Will should be undertaken in consultation with a qualified legal professional. Investments in securities are subject to market risks. Please read all scheme-related documents carefully before investing.

18/07/2026

Changed jobs this financial year? Make sure your Income Tax Return is filed accurately. 📄

If you've worked with more than one employer, it's important to review your salary details, TDS deductions, and tax documents before filing your ITR. A careful review can help identify discrepancies and ensure your return is filed correctly based on your individual circumstances.

📞 Connect with us for assistance in filing your Income Tax Return accurately and efficiently.

ARN - 308480


[Salaried Employees, Investor Education, TaxCompliance, Smart Finance, Financial literacy]

Disclaimer: The information provided is for educational purposes only and should not be construed as tax, legal, or financial advice. Tax implications depend on individual circumstances and prevailing tax laws, which are subject to change. Please consult your tax advisor or financial consultant before making any tax-related decisions.

A higher income can improve your lifestyle, but wealth is built over time through disciplined investing and informed fin...
15/07/2026

A higher income can improve your lifestyle, but wealth is built over time through disciplined investing and informed financial decisions.

Every investor’s journey is unique. Investment decisions should take into account individual financial goals, investment horizon, and risk appetite. Periodic reviews may help keep your investments aligned with your changing financial goals and circumstances.

📞 Connect with us to learn more about mutual fund investments and available investment options.

ARN - 308480



Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing. The information provided is for educational purposes only and should not be construed as investment advice or a recommendation to invest. Please consult your financial advisor before making any investment decisions.

14/07/2026

If you’re in a higher tax bracket, it may be worthwhile to understand how different investment options are taxed.

While interest earned on Fixed Deposits is generally taxable each year, the taxation of other investment products may differ based on the applicable tax provisions and the nature of the investment. Understanding these differences can help you make informed financial decisions.

📞 Connect with us to learn more about tax-efficient investment options that may be suitable for your financial goals.

ARN - 308480



Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Taxation of investments depends on prevailing tax laws and individual circumstances and is subject to change. The information provided is for educational purposes only and should not be considered financial or tax advice. Please consult your financial advisor or tax consultant before making any investment decisions.

11/07/2026

A medical emergency can affect more than your health—it can also impact your financial goals.

Health insurance helps provide financial protection against eligible medical expenses, allowing your savings to stay focused on the future you’ve planned.

📞 Connect with us to understand health insurance options that may be suitable for you and your family’s needs.

**ARN - 308480**



**Disclaimer:** Health insurance benefits, coverage, and claim settlements are subject to the policy terms, conditions, exclusions, and insurer guidelines. Please read all policy documents carefully before purchasing. The information provided is for educational purposes only and should not be considered financial or insurance advice. Please consult your financial advisor or insurance expert before making any decisions.

06/07/2026

Before you invest even a single rupee — ask yourself these 4 questions.

Because the quality of your investments depends entirely on the quality of your financial decisions.
What is this money actually for? How much time do you really have? How much risk can you emotionally handle? And do you already have an emergency fund in place?

Most people start investing by copying trends, influencers, or random advice online. But smart investing starts with understanding your own financial situation first.

The best investment strategy is not the most popular one. It's the one built around your goals, your timeline, and your comfort with risk.

Want help building an investment strategy that actually fits your financial life? Connect with us today.
📞 ARN - 308480 | pkothariinvestments.com



Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future results. Please consult your financial advisor before making any investment decisions.

30/06/2026

Not every mutual fund investment strategy works the same for every investor.

Whether it’s SIP, STP, SWP, or a lump sum investment, the right choice depends on your financial goals, investment horizon, cash flow needs, and risk appetite.

Understand the purpose of each approach and choose a strategy that aligns with your financial plan.

📞 Connect with us to understand which investment approach may be suitable for your financial goals.

ARN - 308480



Disclaimer: Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. The views expressed are personal and do not constitute financial advice. Past performance is not indicative of future results. Please consult your financial advisor before making any investment decisions.

27/06/2026

📉 Bear markets are temporary. Emotional decisions can have lasting consequences.

Stay invested, trust your financial plan, and let time work in your favor.

📩 Need a strategy to navigate market volatility? Connect with us today.

ARN - 308480



Disclaimer: Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. The views expressed are personal and do not constitute financial advice. Past performance is not indicative of future results. Please consult your financial advisor before making any investment decisions.

Address

105 & 106, Crown Pavilion Business Bay, Above Bassein Catholic Bank, Near Maxi Ground, Santoshi Mata Road, Kalyan West
Kalyan
421301

Opening Hours

Monday 10am - 9pm
Tuesday 10am - 9pm
Wednesday 10am - 9pm
Thursday 10am - 9pm
Friday 10am - 9pm
Saturday 10am - 9pm
Sunday 10am - 9pm

Telephone

+919029951509

Website

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