We’ve been in the mutual fund industry since 30 Years, offering top-tier investment solutions.
At Kapadia Wealth Builders we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy almost 30 years from now. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.
Our mutual funds are designed to offer diversified portfolios, low fees, and expert management to help you achieve your financial goals.
Your risk profile, past investments, your preferences and concerns - all are considered here.
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Review frequency and timing are defined according to the portfolio’s structure and objectives.
The different basket of products which I have taken from kapadia wealth builders are all good ones.Since 15 years Kapadia wealth builders provide us best services and valuable advise. ...there is online facility also with their app and website ....Very happy to be with kapadia wealth builderrs.
Seniors Accounts Manager
Very good and prompt customer service Kapadia wealth builders always. Forum responds to all my queries till I get total satisfaction.
Senior Counsellor
Excellent service . Caring professionals . Know our investment better than what we do.
Senior Advocate, High Court
Kapadia wealth builders as the name suggests is a one stop shop for investment needs. It provides a basket of investment proposals covering every need. It truly builds up your wealth keeping achievable goals in mind and risks at minimum. Risk cover, safety of the investment are areas of core competence. They cover all your insurance needs. Short & Long term investments with adequate returns are well taken care of. Keeping up with the latest trend on everything available be it offline or online is available. Services complement its portfolio mix and prompt and efficient services provide the icing on the cake.
Tax Consultants
I am availing investment services from Kapadia Wealth Builders since last one year. I have found them to be very reliable and prompt in the services offered. Most importantly, the focus of their advice has been protection and safety of my funds while at the same time achieving returns rather than just inducing me to deploy my funds. The advice that I have received from them is much appreciated and I have developed excellent trust in their judgement.
NRI - Abu Dhabi
Forum and her team are extremely well versed with the markets, and provide you with a vast array of options to meet your investment goals. They constantly track your portfolio, and bring to attention any deviation that they see. Always just a phone call away, for any help needed! Kudos to the entire team.
The Organisation is headed by top, intelligent and helpful individuals. The way they handle the funds, the portfolio and provide necessary savings knowledge. Miss Forum Kapadia plans your savings and SiPs in such a manner where you keep investing with zero hindrance and doubts as the reports are published on time, they inculcate knowledge and other details through Weekend seminars or through email leaflets. Overall very good experience
Exceptional Service and Expertise. Impressive approach of wealth generation, From the very first consultation, the team was incredibly professional and knowledgeable. They took the time to understand my financial goals and tailored a strategy that aligned with my needs. I highly recommend Kapadia Wealth Builders. Their expertise and customer-first approach set them apart in the industry.
Had a great experience with Kapadia Wealth Builders for car insurance. The team led by Mr. Jayesh Kapadia is highly knowledgeable & extremely prompt in addressing queries. Special thanks to Ms. Aarya for her consistent follow-ups & remarkable patience in handling all my questions. Truly professional & reliable service.
The team at Kapadia Wealth Builders truly understands your financial needs by asking relevant questions and evaluate your financial goals. They share data driven analysis to help you make the right choice. Whether it is Life insurance, medical insurance or SIP ... They are subject matter experts
I have always had a positive experience working with Jayesh uncle and Kapadia Wealth Builders. They are extremely helpful throughout the process, always responsive to questions, and provided reliable advice that makes it easier to understand my options. Their professionalism and assistance at every step gave me great confidence in my decisions regarding health insurance policies. I would highly recommend them to anyone looking for trustworthy guidance and health insurance.
I was impressed by how up-to-date they are with current financial strategies. They guided me to make smart, confident investments. Highly recommend.
Very good experience with kapadia wealth builders always ready to help Akhshada was very helpful always thank you. Happy to be a part of your group.