CA Shalini Katta is a skilled Chartered Accountant who completed her CA in 2017. With a strong expertise in reading and analyzing financial statements, she has developed a deep understanding of financial reporting and auditing. She gained valuable experience working at a reputed CA firm in Mumbai, where she honed her skills in taxation, compliance, and financial management. Her analytical approach and attention to detail make her a trusted professional in the field of finance and accounting.

About us

At Katta Investments, we are dedicated to helping you achieve long-term financial success through expert guidance and tailored investment solutions. Our mission is to empower individuals and families with the right financial strategies, ensuring both wealth creation and financial security.

We offer a comprehensive range of investment products designed to meet diverse financial needs:

Mutual Funds Invest in professionally managed funds that offer diversification, potential for high returns, and long-term growth. Whether you're looking for equity funds, debt funds, hybrid funds, or tax-saving ELSS funds, we provide expert advice to help you choose the right option

Systematic Investment Plan (SIP) - A disciplined and convenient way to invest in mutual funds with small, regular contributions. SIPs help you benefit from rupee cost averaging and the power of compounding, making wealth creation accessible for everyone.

Term Insurance A pure protection plan that offers financial security to your loved ones in case of an unfortunate event. With high coverage at a low premium, term insurance ensures your family's future remains financially secure

Financial Planning We help you create a customized financial roadmap to achieve your short-term and long-term goals. From goal-based investment strategies and retirement planning to tax optimization and risk management, our experts ensure your money works for you efficiently.

Health insurance Protect yourself and your family from rising medical expenses with our range of health insurance plans. Whether you need an individual plan, family floater, critical illness coverage, or senior citizen policy, we provide the right coverage to safeguard your health and finances

Demat Account A must-have for stock market investon, a Dermat account allows you to hold shares, bonds, and securities in electronic format. It simplifies stock trading, reduces paperwork, and ensures secure transactions.

At Katta Investments, our vision is to empower individuals and families with the knowledge, tools, and strategies needed to achieve lasting financial success. We believe that true wealth is built through thoughtful planning, smart investments, and financial security. Our mission is to guide you at every stage from your first investment to achieving major milestones like education, homeownership, and retirement. By offering personalized solutions, expert advice, and a commitment to your financial well-being, we strive to become your most trusted financial partner. Through innovation, integrity, and dedication, we aim to create a future where financial freedom is within everyone's reach. With Katta Investments by your side, you can confidently build a secure and prosperous tomorrow.

Our Vision

Our Value

About Katta Investments

Dedicated to simplifying your investment journey with expertise and personalized service for over 150 satisfied clients.