Our Company
Our Mission
Our Vision
WHAT DRIVES US
Our Core Values
Accountable & Transparency
We are committed to being Accountable to our partners & ensure those we serve are receiving complete Transparency at all times.
Valuable & Educational
Our primary goal is to provide Valuable advice & create an Educational experience for those we serve.
Integrity & Honesty
We are committed to operating with Integrity & Honesty.
Creative & Innovative
We strive to provide Creative solutions & Innovative ideas.
Efficient & Integrated
We aim to be Efficient through our Integrated service model offering
Social Impact & Positive Change
We recognize the Social Impact that we can make & are determined to affect Positive Change.
CLIENT-CENTRIC APPROACH
Building
a Partnership
Creating a strategic partnership with our clients is part of our unique approach to client servicing. We align our clients goals and objectives with ours. The Kismet team works for our clients to provide independent and unbiased advice.
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 future. 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 office 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.
CLIENTS WE SERVE
Our Client Makeup
Female - 60%
Male - 40%
High Net-Worth($2-$5M)- 80%
Very High Net-Worth($5-$10M)- 20%
GIVING BACK
In the Community
At Kismet Wealth Group Corp. creating social impact is a core value of ours. We believe strongly in giving back to the communities we work and live in. Many members of our team spend their free time volunteering and giving back. Some of the local organizations we are a part of include the Liberty Village BIA, Liberty Village Residents Association, Wexford Soccer Club, Green Dupatta Event to name a few. As we continue to work with our clients to improve their financial position we also know it is important to improve the overall position of our society.
Our Partners
Associations & Regulators
