Kishor Surya Groups
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Powering Industries.
Enabling Progress.
Inspiring Tomorrow.

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Kishor Surya Groups – Industry professionals at construction site
Assets
Assets under management
$0M
Professionals
0+
KS
KB
RH
Earning client trust since
2010
WHO WE ARE

Built by trailblazing leaders dedicated to transforming industries and creating lasting impact.

Learn More Our Philosophy

We are a team of capable professionals focused on meeting your needs and making business processes easier and more efficient.

SERVICES

Comprehensive Solutions Across Multiple Industries

Finance
Resort
Farming
Land
Global
Trading
Land
Developing
OUR VALUES

Insightful Thinking, Ethical Action, Sustainable Progress

Integrity
We conduct every business activity with honesty, transparency, and strong ethical principles, building lasting trust with clients, partners, and communities.
Client Commitment
We place our clients and partners at the center of everything we do, delivering reliable solutions that support their growth and long-term success.
Sustainable Growth
We pursue responsible development across industries, ensuring our projects create lasting economic, environmental, and social value.
Expertise
With multidisciplinary knowledge and industry experience, we deliver high-quality solutions and maintain excellence across all our business sectors.
WHY US?
✳
You'll Know What
You're Getting

We are Transparent Like that. No Gimmicks.

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OUR TEAM

Choosing The Right Financial Planning Team

Careers ↗ View All
Kishor Surya
Founder & CEO
Klara Berger
Senior Advisor Associate
Rebbeka Hof
Vice President
Donald Ferreira
Managing Director
TRUSTED PARTNER
SEC Registered Investment Advisor

We help you achieve your vision and cultivate confidence and peace of mind across your financial journey.

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TESTIMONIALS

Client Experiences That Speak for Themselves

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4.9
Google Reviews
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"Finovate has been instrumental in our growth. Their team took the time to truly understand our needs and helped us eliminate inefficiencies."

CM
Carlos Martines
MEX — CEO
INSIGHTS

Hear Directly
From Finovate Experts

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FINANCING
Use Physician Lifecycle Planning to Maximize Your Financial Potential
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Diversity, Equity, and Inclusion
✳ REPORT
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ADVISE
How to Overcome the Impact of Inflation
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FAQ

Financial Planing FAQ's

Common questions on financial planning and investing

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A solid financial plan covers your personal goals, an evaluation of investment holdings, expected income and expenses before and after retirement, and actionable strategies for retirement preparation, tax efficiency, charitable contributions, and asset protection through insurance.
Retirement readiness depends on whether you have enough saved to support your desired lifestyle, since retirement could stretch for 30 years or longer. Income comes from retirement accounts, savings, pension, brokerage accounts, and other investments. We model all scenarios together with you.
We base our approach on evidence and decades of market history — not guesswork. We focus on what you can control: risk, asset allocation, costs, and taxes. We keep expenses low with cost-effective funds and maintain a tax-aware strategy throughout your journey.
Absolutely. Every client is paired with a dedicated advisor who focuses on getting to know you and helping you reach your unique financial goals. We are committed to building a strong personal relationship throughout your entire financial journey.
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