Financial Planning Made Easy From The Best Advisor in Town

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Financial planning made easy from the best advisor in town

Financial planning is much like planting a tree – it is farsighted, ensures a better life for future generations and helps you live a satisfying life today. Kapil is here to assist you throughout your financial planning journey for a strong financial safety net for the future. As a wealth management consultant and financial advisor, Kapil takes it as his responsibility to give you the best seed options and ways to help you grow that in the most beneficial way. Kapil welcomes you to start your financial planning journey with him. Allow yourself to embrace all the joys that life he has to offer.

A BRIEF ABOUT ME

With over 20 years of experience in successfully driving insurance and financial planning teams in renowned organisations, Kapil comes with an experience of knowing the nitty-gritties of the insurance and financial planning industry and an unparalleled zest for helping people out. His proven track record of managing wealth for and earn the trust of HNI clients including celebrities, sports personalities, industrialists and the like, empowered him to build up his arsenal of various financial planning strategies. His through understanding of asset management makes him the frontrunner in providing highly esteemed financial services.

Having been through many tragic incidents in his family circle at close quarters, he understands the importance money plays in life and what it means to have a safe future financially. Kapil firmly believes that a sound financial plan can equip and empower anyone to handle the unforeseen circumstances that life throws at them. He listens intently, understands your needs of today and beyond and carefully charts out your financial journey with your best interests in mind. With client testimonies vouching for his bankable guidance, his ideas are definitely worth their weight in gold.

Kapil helps you find the key to the right investments, beneficial financial planning and long-term goal setting along with ways to achieve them. Kapil, the name, now a brand, is undoubtedly synonymous with credibility, sound knowledge and concrete financial solutions with a human touch with his growing clientele.

Areas Where I Can Help You

Keyman Insurance

Keyman Insurance Keyman Insurance The success of your organisation is definitely dependent on the skill-sets and contributions made by the

Life Insurance

Life Insurance Life Insurance Life insurance is an important element in financial planning. It acts as a protection to dependents

Shareholder Protection

Shareholder Protection Shareholder Protection: This type of insurance, again, is in the interest of the company. Shareholder protection allows the

Child Education Planning

Child Education Planning Child Education Planning: Expenses for education are on the rise. It is, hence, essential to earmark funds

Retirement Planning

Retirement Plans Retirement plans: Retirement planning ensures your financial security after retirement and is a tool to help you continue

Investment Plans

Investment Plans "Compound interest is the 8th wonder of the world. He who understands it, earns it; he who doesn't,

Our Latest Blogs

No one misses out our latest blogs and news letter as we give out freebies every week.

Do I need shareholder protection?

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4 Myths about Critical Health Insurance

Critical illness covers are surrounded by disputes, and people usually exercise caution before choosing one. However, in reality, critical illnessRead more “4 Myths about Critical Health Insurance”Read More

Have you thought about funding your child’s higher education?

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Financial planning is telling your money where to go instead of wondering where it went

Mail Address

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