Kapadia Investments & Financial Services (P) Ltd. ...Since 1952
We are (K/I/F/S) Kapadia Investment Financial Services Ltd, helping to reach the goals you aspire in life. We are one of the most experienced firms established in 1952, working for attaining our client satisfaction in monetary terms & services. Our USP is constructing a customize portfolio as per client needs that suit their profile.
Our scope of operation is in
- PMS (Portfolio management services),
- Mutual funds & Equity,
- Retirement & Tax planning,
- Insurance focused mainly in Health insurance,
- Corporate & Government bonds &
- Traditional postal schemes.
We work for Corporate Institutions, Ultra HNI’s, HNI’s, Trust & Retail Investors, by giving them expertise advice. We are currently a team of 6 people leaded by 3 people in administration and 3 in marketing. Our main activity is management of client assets. With strategic asset allocation we help investors reach their financial goals.
Mission
We are committed to enrich society by delivering superior investment services.
We are committed to put our clients at the heart of business developing & maintaining long standing relationships based on trust.
We are one firm, engaged in delivering the full range of our capabilities, knowledge & resources to meet the needs of our clients & make them feel confident about their financial future.
Vision
We will grow as leaders in the financial industry. While growing our brand we will always stay true to our values & belief in safeguarding our investor’s wealth & interest.
A vision of providing world class advisory to attain Financial Freedom to anyone anywhere.
Mr. Jignesh Kapadia has a respected & distinguished name in Indian Capital Market for over 3 decades. Mr. Kapadia’s integrity in operations & conviction towards investment decisions is what makes K/I/F/S a reputed brand to trust.
Creating a brand offering Wealth Management Service to wide spectrum of clients from Ultra HNI’s to Retail Investors. His commitment towards Dynamic Asset allocation & Goal based investment is what makes him a distinct adviser & planner.
He believes that success in investment is an outcome of discipline approach in investing. His mantra is to be consistent with the disciplined approach, the wealth building will follow. He is dedicated to help investors, to maximize their value by utilizing investment tools & strategies to give exceptional customer services.