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Financial Planning
Safe & Secure
Your money is transferred directly to the AMCs. We employ bank-grade security to safeguard your private information.
Paperless & Flexible
Begin putting resources in under 5 minutes in a totally paperless way. Contribute one-time or set up month to month (SIP) commitments for your portfolios.
Withdraw Anytime
Pull out cash at the tap of a button and return cash once again to your financial balance inside 3 working days right from your dashboard.
Welcome to Kapadia’s Money care
Have 20 years Experience
We at Kapadia’s Money Care are into the financial advisory business for last 20 years. We have been running a franchisee of Motilal Oswal Financial Services Ltd. since more than a decade, providing various investment options such as Stock Market, Commodity, Mutual Funds, Insurance, company deposits and bonds, PMS, Goal base Planning, Asset allocation as per risk appetite.
We believe in Minimum Risk and Maximum Return by identifying risk potential for individual clients and families. Constant observation of fluctuating market, a deep understanding of individual client’s goal helps us to earn client’s trust in us.
Our Services
Retirement Planning
Retirement planning determines retirement income goals and the actions and decisions necessary to achieve those goals.
Tax Planning
Tax planning is the analysis of a financial situation or plans to ensure that all elements work together to allow you to pay the lowest taxes possible.
Insurance Planning
Insurance is a contract, represented by a policy, in which an individual or entity receives financial protection against losses from an insurance company.
NRI Services
Non-Resident Indians (NRIs) have unique banking and investment needs. Because they live overseas, most of their earnings and assets are in international currencies, such as the US dollar, Euro, and so on.
Risk Management
Risk management is the forecasting and evaluation of financial as well as capital risks together with the identification of procedures to avoid or minimize their impact.
Financial Planning
Financial planning is the process of estimating the financial needs of a person and implementing a comprehensive plan to meet those financial needs during his or her lifetime through investment.
What Our Clients Say
Kapadia's Money Care team is giving me correct steerage about insurance coverage and investments with helpful moral monetary Planning.
Neel kapadia
I'm extremely impressed with your updations, and information about mutual Funds.
Jash Patel
The title says all of it. The title helps to construct belongings. Kapadia's Money Care is the same as the belief.
Nihar Kapadia
Value of our
Company
We believe in Minimum Risk and Maximum Return by identifying risk potential for individual client and family. Constant observation of fluctuating market, deep understanding of individual client’s goal helps us to earn client’s trust on us.
Award Won
Happy Clients
Years of Experiences
Aum (lacs.)