Welcome to Ksquare Timeline Pvt. Ltd.

KSquare Timeline Pvt. Ltd. was founded in 2012 as an individual advisory firm, built on the foundation of trust, transparency, and a passion for financial empowerment. With 14+ years of wealth management experience, we have proudly guided 1,000+ happy clients toward financial freedom.
We specialize in a wide range of financial services including:

  • Mutual Funds & SIPs
  • Equity & Stock Advisory
  • Insurance Planning
  • NRI Investment Solutions
  • Corporate Financial Planning

At KSquare, we believe in ethical, transparent, and result-driven advice. Our mission is to simplify
investing and make wealth creation accessible for everyone—be it individuals, families, or institutions

10K+

Active Users

Our Vision & Mission

Empowering Growth through strategic solutions

To become the most trusted and influential financial partner for families and individuals across India and globally, empowering them to make informed and strategic financial decisions. Our vision is to foster financial literacy, promote financial independence, and help families achieve long-term prosperity by providing accessible and personalized financial services. We aim to bridge the financial inclusion gap and provide services to underserved communities, ensuring that everyone has the knowledge and tools to manage their finances effectively. We envision a world where financial planning becomes a fundamental part of every household, from urban to rural areas, helping people achieve their aspirations with confidence, security, and peace of mind.

Our mission is to guide individuals and families in realizing their full potential by offering comprehensive financial services tailored to their unique needs. We strive to provide expert advice and innovative financial solutions that empower our clients to make sound financial decisions and build wealth for their future. We are committed to reaching individuals and communities who have been overlooked by the financial planning industry. Our goal is to educate and support them in understanding the importance of financial planning, budgeting, investing, and securing their financial future. We aspire to be the trusted advisor for every person, family, and business that seeks clarity, direction, and success in their financial journey.

Our Milestones

Over the years, we’ve made impactful strides in financial literacy and planning:

Investor Awareness Programs conducted across India

500+

Corporate Financial Planning Projects successfully delivered

100+

Social Welfare Initiatives for community empowerment

100+

Financial Drives Launched, making investing a household habit

500+

Ready to Get Started?

To Help Enterpreneurs Get Theiract Together Before They To Investors

At KSquare, we excel in offering top-notch financial services, including portfolio management, loans, and taxation. Our experienced team, customer-centric approach, and innovative solutions ensure seamless financial assistance. With a strong legacy in mutual funds and a commitment to excellence, we empower your financial growth.

Testimonial

Genuine Review Form Statisifed Customers

4.7 Out of 5 (15 Reviews)

Navigating investments from Canada was overwhelming until I used KSquare’s NRI services. They simplified the entire process beautifully.

Nisha Kapoor

Nisha Kapoor

Corporate Trainer

Investing used to confuse me, but KSquare simplified everything. Their recommendations are tailored and backed by data. It’s been a smooth and rewarding ride so far.

Aditi Rane

Aditi Rane

Communications Officer

What I like most about KSquare is the clarity and control I have over my investments. SIPs have never been easier to manage.

Nikhil Arora

Nikhil Arora

UX Designer

I appreciate the balance of automation and control KSquare gives. Their fund research and regular updates give me confidence in every investment decision I make.

Mayank Verma

Mayank Verma

Business Analyst

KSquare’s pension guidance was much needed. Their team helped me select the right NPS tier and gave detailed explanations.

Poonam Seth

Poonam Seth

NGO Coordinator

KSquare’s SIP plans make long-term investing easier than ever. I set up my account in minutes and now watch my portfolio grow every month.

Manish Patil

Manish Patil

Operations Manager

KSquare’s team explained everything clearly. I never thought borrowing against my mutual funds would be this easy.

Nandini Rao

Nandini Rao

Event Coordinator

KSquare’s platform helped me diversify and start SIPs in mutual funds that really suit my lifestyle. I love how easy and intuitive everything feels.

Charu Ahuja

Charu Ahuja

Event Producer

KSquare provides a transparent and smooth mutual fund experience. Their portfolio tools are user-friendly, and I love how effortless it feels to invest monthly.

Ritesh Bansal

Ritesh Bansal

Mechanical Engineer

KSquare’s New Fund Offering system is reliable and easy to follow. Their pre-launch alerts and fund guides helped me confidently choose what’s best for me.

Divya Jaisingh

Divya Jaisingh

Technical Writer

Clientele

Our Partners

USP

USP – Unique Selling Propositions

Personalized Portfolio Allocation

Fully Digital Onboarding & Investing

Human + Tech Advisory

Goal-Based Investment Planning

Transparent & Client-Centric Approach

Educational Empowerment

Real-Time Tracking & Reports

App Store