HOW IT WORKS?
Here are the 3 working steps on success.
WE PROVIDE RIGHT PRODUCT FOR YOUR NEED
Get Started
About us
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.
Read MoreCollect data
Your risk profile, past investments, your prefernces and concerns - all are considered here.
Portfolio building
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Portfolio review
Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.
SERVICES
Investment portfolio
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Insurance Portfolio
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. We work with you to identify
Tax Optimization
Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws.
Mutual Fund
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other asset classes. Mutual funds give small or individual investors
Wealth Basket
Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth.
Targeted Investment
Making holistic investment choice is always preferred than making random investments. This can be achieved if every investment made is linked to a certain purpose.
FINANCIAL CALCULATORS
Secure your future through systematic investment, Select your goal and calculate how much you need to invest!
TESTIMONIALS
Proin iaculis purus consequat sem cure digni ssim donec porttitora entum suscipit rhoncus. Accusantium quam, ultricies eget id, aliquam eget nibh et. Maecen aliquam, risus at semper.
Saul Goodman
Ceo & Founder
Export tempor illum tamen malis malis eram quae irure esse labore quem cillum quid cillum eram malis quorum velit fore eram velit sunt aliqua noster fugiat irure amet legam anim culpa.
Sara Wilsson
Designer
Enim nisi quem export duis labore cillum quae magna enim sint quorum nulla quem veniam duis minim tempor labore quem eram duis noster aute amet eram fore quis sint minim.
Jena Karlis
Store Owner
Fugiat enim eram quae cillum dolore dolor amet nulla culpa multos export minim fugiat minim velit minim dolor enim duis veniam ipsum anim magna sunt elit fore quem dolore labore illum veniam.
Matt Brandon
Freelancer
Quis quorum aliqua sint quem legam fore sunt eram irure aliqua veniam tempor noster veniam enim culpa labore duis sunt culpa nulla illum cillum fugiat legam esse veniam culpa fore nisi cillum quid.