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