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Kanethic – Invest With Discipline

Our Story

Kanethic was built on a timeless belief: financial success comes from discipline, ethics and a long-term view.

Our journey began over 37 years ago, in 1988, when Mr. Karim Kanani started helping families plan their futures through savings, insurance and investments. His guidance, built on trust and responsibility, earned the confidence of hundreds of clients over decades.

As the firm grew, so did its identity. Kanethic represents our philosophy that every financial decision should be rooted in clarity and ethics. Incorporated as Kanethic Private Limited in 2022 and now led by the next generation, we blend tradition with modern planning support to help families build wealth with confidence, clarity and discipline.

years of family legacy

Karim Kanani, FounderAlpesh Kanani, Founder and CEO

Milestones

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198819921993199620012007201020132016201820202021202220242025
1988
Karim Kanani begins serving families
1992
Starts investment work with UTI
1993
Starts working with the Post Office
1996
Starts dealing in corporate deposits
2001
Mutual funds: a new era of investing
2007
Starts asset allocation
2010
AMFI Mutual Fund Distributor (ARN-81619)
2013
Adds PMS, moves 100% digital
2016
Passes the CFP® exam
2018
Starts goal-based investing
2020
Goals and asset allocation in one process
2021
Passes the QPFP exam
2022
Kanethic Pvt Ltd; AMFI ARN-254247
2024
Starts distributing GIFT City
2025
Starts distributing SIF

Our journey over the years. This is an illustration of milestones, not investment performance.

  1. 1988: Karim Kanani begins serving families in Jamnagar through savings, insurance and investments.
  2. 1992: Starts investment work with UTI.
  3. 1993: Starts working with the Post Office.
  4. 1996: Starts dealing in corporate deposits.
  5. 2001: A new era of investing begins with mutual funds.
  6. 2007: Starts asset allocation.
  7. 2010: Registers as an AMFI Mutual Fund Distributor (ARN-81619) on 19 November 2010.
  8. 2013: Adds PMS to the offering and moves to 100% digital working.
  9. 2016: Passes the CFP® certification exam.
  10. 2018: Starts goal-based investing.
  11. 2020: Goal-based investing and asset allocation come together in one process.
  12. 2021: Passes the QPFP certification exam.
  13. 2022: Kanethic Private Limited is established; registered as an AMFI distributor (ARN-254247) on 3 October 2022.
  14. 2024: Starts distributing GIFT City investment options.
  15. 2025: Starts distributing SIF (Specialised Investment Funds).

What the name means

Clarity, honesty and insight

Integrity, responsibility and a moral foundation

Together they describe who we want to be: a financial partner committed to transparency, ethics and thoughtful decisions.

Mission

To empower individuals and businesses with transparent, principled and thoughtful financial solutions that build long-term trust and prosperity.

Vision

To be the most trusted financial partner, where clarity, ethics and sustainable value define the future of finance.

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