Three Decades. One Family Business.
Honest Financial Guidance.
From Daryav Patel to Karishma Patel — trusted advice since 1997, now backed by modern research tools. Mutual funds, SIPs, retirement, and child education planning from an advisor you can walk up to.
A Legacy Built on Trust Since 1997
KRM Investments was founded by Daryav Patel with a simple yet powerful vision: helping families achieve financial security through disciplined investing and trustworthy advice.
For over two decades, the firm has guided investors through changing market cycles while remaining focused on long-term wealth creation and genuine financial well-being. Read more about our journey on the About Us page, or meet the people behind it on our Team page.
Comprehensive Financial Solutions
Personalized investment strategies designed around your life aspirations and long-term security. See the full list on our Services page.
Mutual Funds
Fund selection matched to your specific goals and risk appetite — reviewed with you regularly, not just sold once.
Learn MoreSIP Planning
Start small, stay consistent — a monthly Systematic Investment Plan built around what you can comfortably sustain.
Learn MoreFinancial Planning
A written, goal-by-goal roadmap for housing, education, and life events instead of one generic pitch.
Learn MoreRetirement Planning
Determine the exact retirement corpus you need and build a clear strategy to reach it safely.
Learn MoreInsurance Solutions
Term and health insurance cover sized accurately to your family's real protection needs.
Learn MoreChild Education Planning
Plan today for future school and higher education fees so inflation never interrupts their dreams.
Learn MoreA Systematic Path to Wealth
Plan the numbers yourself first: SIP Calculator • Lumpsum Calculator • Retirement Calculator • Goal Planning Calculator
Financial Literacy Drive at Dr. Harisingh Gour Vishwavidyalaya
KRM Investments actively conducts investor awareness programs and interactive financial literacy workshops for university students in Sagar. See photos and coverage in our Gallery and Media Mentions.
“Financial literacy is one of the most valuable life skills. Our mission is to empower students with practical knowledge before they enter professional life.”
Visit Our Office in Sagar
Have questions about your existing portfolio or planning a new SIP? Drop by or talk to us directly. Have a general question first? Check our FAQs or read Client Reviews.
Existing Client Support
Track your portfolio NAVs, holdings, and account statements anytime using official client portals: