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Kashi Financial
Services

Kashi Financial
Services

Trusted by 600+ Global Investors

Trusted by family offices, HNI/UHNI, MNCs & Institutions

ABOUT
COMPANY

Kashi Financial Services is a boutique investment advisory firm founded with a mission to empower businesses through expert fundraising, mergers & acquisitions, IPO advisory, and CFO consulting. With 25+ years of domain experience and offices in India, Dubai, and London, we serve as a bridge between businesses and global investors.

Kashi Service

  • Focused on ethical, long-term financial strategies
  • Cross-border deal structuring and execution
  • Transparent advisory backed by strong investor relations

    • PARTNERED WITH

    600+

    Investors & Institutions

    DEAL VALUE

    $ 650 M +

    raised through Equity

    & Debt Deals

    OPERATING IN

    3+

    India , Dubai (UAE),

    London (UK)

    We Offer High-Impact Financial Advisory

    From private equity and venture capital to distressed funding and IPO Advisory, we provide tailor-made solutions based on investor mandates and market alignment.

    • Strategic Fundraising Roadmaps
    • Investor-Ready Financial Models
    • Real-Time Compliance Support
    • M&A Execution from Planning to Integration
    About Us
    THE TEAM

    Our Leaders

    CA Bharat Kumar Koshti

    Founder & Managing Partner

    Mr. Mohammad Al Ameri

    UAE Partner

    Mr. Rupinder Chana

    UK Partner
    Kashi Financial Services Timeline

    Journey Was Started

    2017

    Global Expansion Begins

    Partnership established with Mr. Rupinder Chana in London for investment banking and cross-border deals.

    2020

    Alliance with UAE Business Network

    Strategic tie-up with Mr. Mohammad Al Ameri, Founder of Blue Eyes Group, Dubai.

    2021

    Cross-Border M&A Execution

    Executed multiple M&A mandates in India and UAE for both minority and majority stake transactions.

    2022

    Investor Network Growth

    Reached a milestone of 600+ direct investors including Family Offices, HNIs, UHNIs, and AIFs.

    2023

    IPO & Anchor Book Investment Launch

    Enabled SMEs and Mainboard clients with IPO advisory and Pre-IPO fundraising through our investor network.

    2024–Now

    Leading Boutique Financial Advisory

    Delivering high-impact solutions in Fundraising, CFO services, and Strategic Business Advisory.

    Looking for Strategic Financial Advice?

    Get in touch with our expert team and discover how we can help you raise funds, streamline operations, or plan your IPO


    Book Your Free Consultation