Building wealth with purpose and prudence – Unbiased advice. Smarter wealth. Stronger future
Through independent advice and holistic planning, we safeguard wealth, align strategies with personal goals, and deliver lasting value for individuals, families, and future generations.
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Our advisory delivers client-first guidance that removes product bias and mis-selling. Portfolios are aligned to each client’s goals and risk profile through evidence-based strategies, continuous monitoring, and proactive rebalancing; hence optimizing asset allocation and goal achievement. We offer holistic wealth advise that includes guidance on regulatory requirements, execution support, and behavioural coaching to build resilience against market volatility.

With transparency, efficiency, and cost-effectiveness at the core, clients gain clarity, confidence, and sustainable long-term financial security. We focus on creating trust and value for clients that enable us to build long term partnerships and offer a defined grievance redressal mechanism to ensure accountability.
We provide conflict-free, transparent advice under fiduciary responsibility and regulatory oversight; leveraging deep expertise, integrity, research-backed solutions, and tech-enabled tracking, we deliver a modern advisory experience, with accountability and a global-local perspective for a future-ready wealth journey for individuals, family offices, and corporates alike.
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Services Offered

Financial Planning & Goal-Based Advisory
Comprehensive, goal-based financial planning tailored to life stages, priorities, and future aspirations of investors.
Evidence-based asset allocation across equity, debt, commodities, alternatives, real estate, and global markets with investment recommendations across mutual funds, equity stocks, debt instruments, ETFs, PMS, AIF, REITs/ InvITs, gold/ silver ETFs, EPF, NPS, and more.
Independent insurance advisory for life, health, property, and other risks, ensuring adequate protection without product bias or commissions.
Advisory on pension, succession, will and trust structures, along with tax-efficient strategies for wealth preservation and transfer.
Specialized advisory for inbound/outbound investments, including GIFT City opportunities, ensuring compliance and optimized global wealth management.
Independent guidance on loans, credit management, and real estate allocation to balance liquidity, leverage, and long-term asset growth.

Disclaimer

Name of Investment Adviser: Chinmay D Naik (Proprietor: Kautilya Capital Management)

Type of Registration: Individual

SEBI Registration No.: INA000021252 (Validity of Registration: Perpetual from 03 November 2025))

Address: 303, Meghdhanush Complex, Race Course, Vadodara, Gujarat, India 390 007)

Contact: Office +91 265 2440 468 | Mobile +91 99254 46820)

Principal Officer: Chinmay Naik | Mobile: +91 99254 46820 | Email: chinmay.naik@kcmehta.com)

Corresponding SEBI Regional Office: SEBI Bhavan, Western Regional Office, Panchvati 1st Lane, Gulbai Tekra Road, Ahmedabad – 380006, Gujarat | Tel. Board: 079-27467018-20 | E-mail : sebiwro@sebi.gov.in

Disclaimers:
  1. Registration granted by SEBI, enlistment as Investment Adviser with BSE and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
  2. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
  3. Services of Investment Adviser in respect of products/services other than listed securities, mutual funds, PMS and AIF do not come under regulatory purview of SEBI and no recourse is available to the investors with SEBI for their grievances related to such products/services or services of Investment Adviser in respect of such products/services.
Grievance Redressal Mechanism

Registration of Complaints:
Channels available to Investors for registering the complaints are as follows:

E-Mail: chinmay.naik@kcmehta.com

Phone numbers: Office +91 265 2440 468 | Mobile +91 99254 46820

Resolution of Complaints: All complaints received shall be recorded internally including how the same has been resolved, time for response, general turnaround time (TAT) for response to complaint is (from the receipt of the valid complaint in writing/email) as follows:

  • Investment Advisory related: 15 working days
  • Legal notices: 30 working days
  • Cases involving third party: 45 working days
  • Fraud related: 45 working days
  • All other cases: 30 working days
  • Scores related: As specified by the regulator from time to time
Escalation Matrix

In case you are not satisfied with our response you can lodge your grievance with SEBI at https://scores.sebi.gov.in/ or you may also write to any of the offices of SEBI.

SCORES may be accessed thorough SCORES mobile application as well, same can be downloaded from the link

ODR Portal could be accessed, if unsatisfied with the response. Your attention is drawn to the SEBI circular no. SEBI/HO/OIAE/OIAE_IAD-1/P/CIR/2023/131 dated July 31, 2023, on “Online Resolution of Disputes in the Indian Securities Market”.

A common Online Dispute Resolution Portal (“ODR Portal”) which harnesses conciliation and online arbitration for resolution of disputes arising in the Indian Securities Market has been established. ODR Portal can be accessed via the following link

Investor Awareness Initiatives by SEBI

Saarthi App Link

SEBI Har Investor ki taaqat
SEBI Saarthi App
Disclosure regarding Complaints and its Resolution

Please visit this link to view the latest data.

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Disclaimer

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