KATARIA GROUP

ABOUT US

About Our Company

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

It was founded in 1985 by visionary and hard working entrepreneur, MR.SAGARMAL KATARIA AND Mr. SHARAD KATARIA, who possesses expertise in the field of Finance. He worked for the financial field for more than 35 years; The Company is headquartered in Ujjain (M.P.). With more than 200 active presence in all over India. We become the fast growing company in investment field.

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 and 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.

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. The basic work theme at Kataria is:


Dedicated, competent and honest team of professionals


Customer centric work environment


Insight of customers’ perspectives


Strong research base


Clear understanding of applicable laws


Consistency and passion to excel


Technology savvy

Our Values

SUCCESS

We are committed to the success of the organizations we work with. To this end, we work hard to understand the unique needs of our clients and provide cost-effective, scalable solutions to help them overcome their hurdles and increase efficiency and productivity.

RELATIONSHIPS

We believe that relationships are our greatest asset. Our highly capable team is made up of professionals with creativity, technical expertise, and extensive design and development experience. Our common goal is to work seamlessly with our clients in whatever capacity necessary

OUR COMMITMENT

At Kataria Group, we dedicate ourselves to providing the latest INVESTMENT services and solutions to organizations of all sizes. We are passionate about staying ahead of the curve by learning and adopting the latest technologies and innovations so we can pass it along to the companies we partner with.

Mr. Sharad Kataria

Mr. Sharad Kataria , is a senior finance professional with over 45+ years of experience in investment banking, securities broking and corporate finance, Life & General Insurance. His vast experience and vision has enabled the Group to establish itself as a respected financial services provider in the country. He looks after the overall group strategies and leads securities broking, investment advisory and investment banking activities of the Group.

Mr. Sumit Kataria

Mr. SUMIT KATARIA , MBA, NCFM, AMFI, IRDA, has over 10+ years of experience in various aspects of financial services. He handles investment advisory, insurance broking and merchant banking activities of the Group. His expertise in providing customized innovative solutions with unmatched speed provides a distinctive edge to the Group’s capability.

Our Mutual Fund Partners

[slide-anything id="921"]