HOLDINGS PRIVATE LIMITED is a Mumbai-based wealth management company that has been providing financial services since 1979. It is owned by the KRChoksey group, which is involved in various asset verticals. HOLDINGS PRIVATE LIMITED offers a comprehensive suite of financial solutions to its clients and has an AUM of over INR 1500 crores. The company's success is attributed to its commitment to exceptional customer service and a team of experienced professionals. HOLDINGS PRIVATE LIMITED is a trusted name in the wealth management industry, known for its integrity and expertise.
We are one of the leading wealth management firms serving investors both in India and overseas. With an impressive track record in terms of services to its broad clientele, the key ingredient for the company's success has been its customer-centric approach and capital growth through structured counselling and focus.
Our aspiration is to ascend as global pioneers in the finance sector, expanding our esteemed brand universally through our comprehensive financial solutions tailored to diverse client demographics. Committed to our core values, we pledge unwavering dedication to preserve and enhance our customers' financial prosperity and interests.
Our mission is to realize our vision through unwavering dedication to three key areas:
Firstly, our personnel, by fostering an environment that cultivates personal development and professional advancement, nurturing individual potential.
Secondly, our performance, persistently prioritizing the protection of customer growth and the fulfilment of their needs, ensures they remain at the heart of our operations.
Lastly, our growth strategy, through the incorporation of inventive products and cutting-edge practices, aimed at enhancing not only our organizational growth but also propelling industry-wide innovation.
Rajiv Kisan Choksey
Promoter, CEO & Managing Director
Rajiv K. Choksey holds multiple roles as the Promoter, CEO, and Managing
Director of KRChoksey Shares and Securities, bringing over 28 years of experience.
Kisan Ratilal Choksey
Founder & Chairman
Kisanbhai, as he is respectfully called, stands as a fatherly figure in India’s Capital Markets.
His experience, spanning more than five decades in the country's capital markets,
Mona Dalal
Mona Dalal serves as the Chief Operating Officer (COO) of Krchoksey Shares & Securities Private Limited, bringing an impressive 26-year tenure in the capital market to her role.