Kapadia Investments is a financial advisory firm based at Surat. Its inception is to promote financial literacy, stabilizing and securing families as well as wealth creation.
It was established in the year of 2005 by brothers, Shilpesh and Shalin Kapadia. They are Certified Financial PlannersCM (CFP), a professional certification mark given by Financial Planning Standards Board (FPSB). Kapadia Investments is certified and authorized by AMFI and IRDA.
With the advisory that reflects our experience, expertise and efficiency, you will achieve wealth creation.
At present, we are managing 1000+ satisfied clients, including 100+ HNIs, with their existence in many locations in India as well as Abroad.
We offer many finance- related products such as :-
To guide clients with honest advice, simple solutions, and goal-based investment planning, helping them make informed decisions and stay invested for long-term success.
Contact UsTo help families achieve financial security and long-term wealth through smart and disciplined investing.
Contact UsClient First - We always put our clients’ goals, needs, and interests at the centre of everything we do.
Trust & Transparency - We believe in clear communication, honest advice, and complete transparency in every recommendation.
Simplicity - We make investing easy to understand, avoiding unnecessary complexity and jargon.
Disciplined Investment : Stay consistent with your investments to build steady, lasting wealth.
Prioritise Your Goals : Focus on what matters most to align resources with your life’s priorities.
Start Timely : The earlier you begin, the more your money benefits from compounding.
Do Not Time the Market : Invest steadily instead of chasing short-term market highs and lows.
Expert Advice : Make informed decisions with guidance backed by research and market insights.
Patience : Give your investments the time they need to grow and deliver.