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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.

Silent Features of Our Organization:

35 Years old fastest Growing "Investment Advisory Services" in Stock Broking, Mutual funds, Insurance Distribution, Debt Products (FD,BONDS,FMP, POST OFFICE MIS)

Personalized Approach to the Professional Services. Successful business partner module. All Services under one roof.


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


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 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.

Kataria Group comprises various Different assets:

Kataria International
Kamal sagar Educational Society
Kataria Financial Advisory
Kataria Investment
Smart Future Investor Services
Kataria Outsourcing
Kamal Sagar Event Management
Kataria E-Rickshaw
Kataria Financial Planning
Kataria Buzz (Newspaper)
Kataria Brocking With Ashika Brocking
Kataria & Sons

We offer following specific solutions to our clients:

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