About Us

We believe in Minimum Risk and Maximum Return by identifying risk potential for individual client and family. Constant observation of fluctuating market, a deep understanding of individual client’s goal helps us to earn client’s trust in us. We have successfully managed a portfolio of more than 2500 clients and 500 families till date. We are managing AUM of almost Rs. 9000 lacs till date and still going on. Our Team of Experts, Relationship Managers are profoundly qualified experts. They have honourable ranges of abilities and sound information in their flood of work with a characterized obligation to help our clients all through their Wealth Creation venture.

For those who are looking for someone who can be their money investment guide at each step, a Financial Planning Kapadia’s Money care can be the end of your search. We work together with clients eventually and trusted in money related advance notice associations.

To come up with a monetary system that will assist our clients with “preserving what they as of now have, set themselves up for monetary vulnerability, and pass their abundance to their main beneficiaries in the absolute most effective way.”