Kongruent has always been a leader in financial services, with the scale and stability to help bring you valuable opportunities. Our priority is managing wealth with the highest standard of care and providing financial advice to help support your goals at any stage of life. Our wealth development, wealth management, and wealth protection solutions are delivered by partners that are industry experts in their fields. We are able to deliver solutions that span the following areas thanks to our partners:
Online and Offline Platform for Direct Equity, Futures, and Options
Mutual funds invest in both domestic and international markets, and in a variety of asset classes.
Portfolio Management Services (PMS) — for all types of investments, including equities, debt, and real estate.
Governments and corporations both issue bonds and deposits.
Structured Products are tools for creating wealth that is tailored to your specific needs.
Risk coverage, investment, and pension options are all taken care of by Life Insurance Solutions.
Health, business, and asset insurance are all covered by general insurance.Bhavesh Jhala is the force behind Kongruent, a SEBI Registered pan-India Investment Advisor based in Mumbai. After having spent a decade in the wealth management space, he founded Kongruent Wealth Management Services LLP. Today, he and his team possess a distinguishable ability to draw, design and deliver a custom-made wealth management plan for every customer across the financial planning lifecycle.
Prior to taking the independent financial advisory route, Bhavesh has worked with leading global financial houses such as Aviva Life Insurance and HSBC since 2004. Through a 7 year stint at HSBC, Bhavesh consistently grew as a top-rated financial planning manager. He has repeatedly featured among the top 3 financial planners of the country. He was managing top 1% of HSBC client base in India between 2011 and 2012 as Vice President Premier Banking.
With certifications such as IRDA, NISM XA & XB by his side, Bhavesh has created a niche for himself in the investment advisory space. His constant quest to upgrade his and the team’s skills makes him stand out as one of the brightest financial planners in India. He is currently pursuing Chartered Wealth Manager and Certified Financial Planning certification. He believes in parting awareness to the investors as well through education al meets and seminars. Bhavesh’s wealth management acumen has won him awards and accolades from MF companies such as ICICI Prudential, Franklin Templeton, HDFC, DSP Black Rock and mentions in leading publications such as Live mint.