Managing Director • KRM Investments

Karishma Patel

Carrying Forward a Legacy of Trust Since 1997

Since 2020, Karishma Patel has been leading KRM Investments, continuing the vision established by Founder Daryav Patel. Combining traditional values with modern financial research and analysis, she helps families build wealth and achieve their financial goals with confidence.

Karishma Patel - Managing Director of KRM Investments

Karishma Patel

Managing Director

ARN HolderFinancial AnalystResearch Professional

2020

Leadership Since

B.Com

Commerce Graduate

M.Com

Post Graduate

ARN

Registered Distributor

Leadership & Vision

Karishma Patel assumed leadership of KRM Investments in 2020, carrying forward a legacy established in 1997. Her mission is to continue providing ethical, transparent, and client-focused financial guidance while embracing modern investment research and wealth management strategies.

She believes that successful investing is built on discipline, informed decision-making, and long-term planning. Through personalized financial solutions, she helps investors work toward their life goals with confidence and clarity.

Education & Professional Qualifications

B.Com

Bachelor of Commerce

M.Com

Master of Commerce

Corporate Management

Business Leadership & Organizational Management

Financial Analysis

Market Research & Investment Evaluation

ARN Holder

Registered Mutual Fund Distributor

Investment Research

Fund Selection & Portfolio Analysis

Areas of Expertise

Mutual Fund Advisory
SIP Planning
Financial Planning
Retirement Planning
Wealth Creation Strategies
Investment Research
Goal Based Investing
Tax Saving Investments
Portfolio Reviews

The KRM Investments Journey

1997

Daryav Patel founded KRM Investments with a mission to help families achieve financial security through disciplined investing.

2020

Karishma Patel assumed leadership and committed to carrying forward the values and vision established by the founder.

Today

KRM Investments continues to guide investors with a blend of traditional trust and modern research-driven investment solutions.

Investment Philosophy

“Successful investing is not about chasing market trends. It is about staying disciplined, focusing on long-term goals, and making informed financial decisions that create lasting wealth.”

Building Wealth. Preserving Trust.

Whether you are beginning your investment journey, planning for retirement, or working toward long-term financial goals, KRM Investments is committed to helping you every step of the way.