About Us
ABOUT KAPADIA WEALTH BUILDERS
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.
We have established ourselves as a dependable and expert group as far as insurance and investments are concerned. We offer personalised financial planning and wealth management services as we strongly believe that like you, your financial needs and aspirations are also unique and that needs to be addressed correctly. Designing, implementation and review are fundamental to all the services that we offer. To us all our relationships with clients are long term – forever. We consider our clients as an extended family.
As time went by we have emphasised our focus on technology and ease of access of services at fingertip. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. We are present in web as well in mobile devices. We handhold you to understand reports and analysis of your investments and insurance and at the same time guide you for further actions that needs to be taken. We keep transparency throughout our services. Our most valuable asset is you and your faith on us. We value that above everything.
WHY US?
A good Wealth Builder/ Financial Planner can alert an investor to the changes that must be made to ensure a smooth transition through life's financial phases, such as decreasing spending or changing asset allocation. Financial plans should also be fluid, with occasional updates when financial changes occur.
Your financial plan should reflect you. That's why we take a disciplined, holistic approach to understand what's most important to you—your lifestyle, family, goals and priorities. From there, we will work with you to build a personalized, comprehensive strategy that aligns with your values and aspirations. It's a long-term partnership between you and us.
As Kapadia Wealth Builders we frame objectives, policies, procedures, programmes and budgets regarding the financial activities for our clients. This ensures effective and adequate financial and investment policies.
