NorthStar Portfolio Investments LLC (NPI) is an independent, employee-owned Registered Investment Advisor. It manages investment portfolios on a discretionary and non-discretionary basis for individuals, families, small-businesses and foundations.
It has two principal business offerings, Portfolio Management and Financial Planning services and serves a global client base of diverse investors. The firm also provides independent analysis and second opinions on existing investment portfolios.
Founder and CEO Vikram “VK” Kaul has over 15 years of Global Capital Markets experience across Commercial and Retail Industries, in varied financial cycles with GE Capital and Synchrony Financial across multiple positions of Treasurer, Risk Management Leader, Business Development Pricing Analyst.
Vikram Kaul, Founder and CEO
My journey began many moons ago, made possible by a supporting family – which includes my parents, who taught me all about money – and how much / how little importance to give to it. My wife (Sonia), who is a kick ass person herself (the pair of concert tickets is the best investment I made) and my two “drive-me-crazy” kids (Dhruv and Isha) who make this real for me and keep me balanced.
I was mostly nomadic in the early part of my life, moving across continents, countries, towns and homes, which allowed me to appreciate diversity. As I travelled and interacted with people of varied backgrounds (financial, educational, history, etc.) the observation that rang true everywhere was the focus of people for a better tomorrow and everyone’s’ challenge to how to make that happen. Just given the seemingly massive enormity of it, the variables involved and the absence of having ‘someone’ (your people) in your corner to stand with you despite the abundance of financial products and advice.
Over the last 15 years, as I got deeper into Financial Services, both on the Retail and Commercial side, and dealt with the Capital Markets, what got distilled for me was the possibility to stand for the transformation of people’s financial future and the prospect of it lead me to this moment. To make available people who have been in the trenches of the Capital Market, who have a nuts and bolts understanding of it and can bring that experience in service for you.
To deliver financial well-being, such that others are moved to create more of their life because they now have people shouldering the challenge in their journey to financial freedom.