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About Us

Kaima Asset is not only a service provider of financial products, its a thought of providing services to clients at its best with a spirit of loyalty and trust. Kaima Asset Private Limited is a Mutual fund distributor registered with AMFI, which has been providing similar services since 2019, to the satisfaction of its clients. The company offers a wide array of products and services, including financial planning, Tax Consultancy services, general insurance, life insurance and other allied services. We serve over 200 high networth clients including individuals, corporates and family offices. Our aim is to provide independent, customized and quality service with cutting edge precision. Our Services are individually designed to meet client goals and requirements after complete counselling of clients, understanding their view and profile, needs and concerns and their financial behavior patterns. At KAIMA our primary motive is to implement in-depth Knowledge in managing assets, so the abbreviation stands as KAIMA: Knowledge application in managing assets.

Mission

Our mission is to spread awareness regarding financial services among masses and under penetrated areas of India and to make them independent financially. Also it will always be our endeavour to structure the ultra HNI space and organise them by the way of trust or family offices.

Vision

To build an ecosystem of financial and asset services where people can bring their requirements irrespective of type of asset, with complete trust and guide their future generations to work with us.

Team

Founding team

Rajan Dhamija
Rajan Dhamija
Director Human Resources

At Kaima, we create opportunities - from customized investment strategies to flexible lending solutions. Our mission is to support your ambitions with financial expertise, innovation, and a partnership you can rely on.

Sneha Patheja
Sneha Patheja
Director- Services

Investment Consultant, Wealth Portfolio Manager, and CFA Level III Candidate

A Private Banking Professional with 12 years of experience into Portfolio Management, Wealth Management, Asset Management

Experienced in providing investment insights and making investment recommendations through a client-centric approach supported by economic/financial research

Core Skills: Portfolio Construction, Asset Allocation, Business Strategy, Client Dealing, Analytical Skills, Retirement Planning, Investment Due Diligence, Investor Presentations

Team

Core Team Members

Rahul Nayyar
Rahul Nayyar
Director - Lending and fund Raising

Lending is the art of balancing risk with opportunity, where trust is collateral and repayment is reputation.

MS Julka
MS Julka
VP Business Partner Channel

As VP - Business Partner Channel,  my focus is on empowering our sub-broker partners with robust support, innovative solutions, and seamless collaboration. Together, we aim to enhance financial and insurance services delivery, driving mutual growth and trust. Committed to excellence, we build lasting relationships that benefit our partners and clients alike.