Reach Your Destiny.
INTRODUCING
Kismet Wealth Group
Kismet: noun: destiny, fate, fortune
Kismet Wealth Group is fully diversified financial and professional services firm. Kismet has active operations in wealth management, real estate, real estate development, insurance and risk management, mortgages and lending.
Those We Serve
Our Clients
Over the years of working with medical professionals from several different disciplines we have realized many struggle with the same money management and tax challenges. Our team understands the need to build a bespoke strategy while also addressing the industry specific issues present.
Managing your legal career or practice requires many hours invested in the office and with clients, leaving little to no time to manage your wealth. Our team's unique approach to wealth management provides a designated professional to managing and growing your wealth.
Many family businesses are challenged with governance, succession planning, tax planning and time. Our team work with the family at the core of the business to build and implement a roadmap to ensure the business's longevity while also maintaining the relationships between the family members.
As an individual or family of superior wealth often you are targeted by institutions and individuals to invest and buy products, in most cases you are prone to many sales pitches. Our team appoints a designated professional to work with you to vet these pitches and ensure that your wealth is moving with a purpose.
Kismet vs. the Market Place
How We Match Up
Our Leadership Team
Experience and Expertise
Heidi Kurien
Real estate professional demonstrating the knowledge and skills essential in professionally and ethically representing sellers.
Victor Godinho
A serial entrepreneur and the go-to financial advisor for holistic wealth management and strategic financial planning.
Yaqoob Sattar
Since my business is built primarily through referrals from satisfied customers, your positive mortgage experience is essential!
