Kataria Group is a financial services company which has emerged as a one-stop investment solutions provider.

It was founded in 1967 by visionary and hard working entrepreneur, Mr. Sagarmal Kataria and Mr. Sharad Kataria, who possesses expertise in the field of finance.

35 Years
old fastest growing “Investment Advisory Services” in stock broking, mutual funds, insurance distribution, debt products (FD, Bonds, FMP, postoffice MIS)

Personalized approach to the professional services. successful business partner module. all services under one roof

Superior Research and Rankings

Recommend the “Sahi” funds to your clients for better returns. Kataria Group's proprietary independent research and rankings help you choose and recommend the best mutual funds to Our client

Generate Alpha for Our Clients

Get access to Kataria Group SmartSIP that generates higher returns over normal SIP. SmartSIP is exclusively available on the Kataria Group Platform

The Kataria Group

Stay relevant to satisfy ever-increasing investor demands, with ease of transaction investors also need hand-holding & right guidance. kataria Group partner dashboard is designed to ensure partner can fulfil all investors demand with a click of a button

What We Do

35 Years old fastest growing “Investment Advisory Services” in stock broking, mutual funds, insurance distribution, debt products (FD, Bonds, FMP, postoffice MIS). Personalized approach to the professional services. successful business partner module. all services under one roof.

Kataria Group comprises various Different assets:

Kataria Group Benefits

Superior B2B Dashboard

An interactive B2B panel not only designed for smoother and hassle-free execution but also to make partners ready for B2B marketing.

Dedicated Relationship Managers

Each partner has dedicated relationship managers who ensure priority support for partner success

Create Your Own Identity

Each partner gets his own website . Partner website is seamlessly integrated with partners dashboard. Generate, track and convert each lead with a click of a button

Next-Gen Mobile Application

Clients can now track, invest in mutual funds on the go using the FundConnect Mobile App.

Mutual Fund Baskets

Expert selected mutual fund baskets that match our client’s financial goal, there is a basket for every goal like retirement corpus, children education etc

Creative Marketing Support

Dedicated marketing team to assist partners with marketing collaterals like Videos, Emailers and Social Media.

0

OUR HAPPY CLIENTS

0

OUR PROJECTS

0

OUR ADVISERS

0

FOUNDED IN YEAR

What Our Clients Says

Excellent work , my 40 year with them very fast services and great nature to all …Good environment and great nature of all.

Sampat Maheshwari

Great work and best place ujjain in finance sector last 40 year I m working with them

Umesh Khanna

One of the best financial planning platform at very small location. The best in its class. You just need to discuss what you want. Best product is “Smart Zindgi Plan”.

About Kataria Group

KATARIA GROUP
THE WEALTHY HABIT

Kataria Group is India’s fastest growing discount stockbroker with technology at heart our mission is to simplify the complex world of trading and investing.

Kataria Group’s Mission

Since 1970, with the coming into existence of the Kataria Group, we have diversified into a complete financial solution providing house, catering varied needs of our clients ranging from investment advisory services to investment banking, corporate re-structuring, distribution and broking services, risk management & insurance advisory. Within a short span of time, the Group has made a place for itself in the midst of the top financial solutions provider in the Ujjain City.

To help our customers make money and create wealth and achieve financial independence.

To help customers avoid losing money – our single biggest challenge, competition and adversary.

•Kataria believes in attaining customer satisfaction, on continuing basis, by providing highest standard of financial services in Ujjain. The philosophy at Kataria is to provide services to clients after assessment of their profile, needs and risk-appetite.

Check Our Services

Below are the service offered by us to help you in investing for your various stages of your life so that you can live your life freely

Our Mutual Fund Partners

Contact Us

We’re here to help and answer any question and Any Support you might have. We look forward to hearing from you

Send us a Message