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| Additional information |
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| KAI Advisors LLC |
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Overview:
KAI Advisors is a boutique fee-only personal financial planning and investment management firm located in Princeton Jct., NJ and serving families and small businesses nationwide.
Our aim is to help you achieve peace of mind regarding your finances through sound advice, by guiding you through the financial decisions you will face in your lifetime.
We offer financial planning services to help balance your resources and spending with your lifetime goals. We offer investment management services to help you grow your assets so that you can achieve your goals with the level of risk you are comfortable with.
Our technologically advanced tools and techniques, disciplined approach, and low over-head keep our costs down. We share the savings with you.
We accept no commissions or any other payments from any financial product or service provider. As fiduciaries, we work only for you, in your best interest.
At KAI Advisors, Ajay brings together his past professional business experience and education in the areas of economics, international affairs, technology, finance and consulting to deliver:
A disciplined approach to the practice of financial planning and investment management
Quality advice tailored to your circumstances, at a reasonable price
Access to high quality, low cost financial products and planning services
A commitment to help you choose the right products and services that benefit you |
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History:
Ajay Kaisth, the principal of KAI Advisors, had worked for a Wall Street firm in the mid-90s, in the Private Banking group. In 2004, he "discovered" that there was a much better way of providing advice to clients. He adopted a fee-only, fully disclosed business model where the clients best interest were put first, and there was a fiduciary relationship between the advisor and clients. KAI Advisors was founded in 2006 to make unbiased and personalized financial planning and investment management advice available, especially to those people who may not have the time to manage their finances, or have not been comfortable using a financial planner.
Technology and competition are resulting in lower priced and better quality financial products. However, people have not been able to figure out which ones of these are more suitable to their needs. People need independent advice to make choices that are in their own best interest. Often sales commissions paid by some financial products provide incentives for salespeople to sell products that produce large commissions for themselves, but are not necessarily the ones that best meet the needs of their clients. Since we are not affiliated with, or compensated by, any investment firm, mutual fund company or insurance company, this allows us to research the best solutions for your needs without any conflict of interest.
In addition, due to progress in technology, a skilled advisor can use today's technology to deliver high-quality advice customized to each client, at a reasonable cost. We use advanced software to develop and deliver advice systematically, and efficiently. We recommend products to our clients that do not pay commissions, that are lower cost, and that are in the best interests of our clients.
We prepare and implement financial plans, and advise clients on how to invest and manage their assets. Our goal is to earn the trust of people and families so that we can advise them on issues, central to their lives and dreams. We invite you to join them (and us). |
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