We guide you through the clutter and help you make informed decisions

Understanding your requirements and objectives is important to us. We listen patiently and work with you to understand your risk profile. We offer ideas tailor made for you based only on your own profile and objectives.

Experience

We come with more than a decade of banking industry experience and picking financial products - be it investments in equities, mutual funds, ELSS, real estate, gold products, insurance, savings instruments such as PPF or retirement planning through NPS.

Financial Products & Jargon

We guide you through all forms of savings and investment products without loading you with any jargon. Share your objectives with us and we will work together to achieve them. You may book a free 'getting to know us call' as well.

Research

Investment ideas are based on in-house research. The in-house research capabilities will remain a focus area as that will differentiate our offering from others and help you achieve better returns.

How We Work

Our prime objective is to safeguard your interests and help you achieve better returns for your money. We believe in building trust with our customers and it'll be our endeavour to maintain complete transparency in our dealings with you.

  • 1. Assessment

    As soon as you register for a paid consultation we send across a questionnaire to be filled by you. Your responses help us to gauge your interests and attitude towards investments. This helps us to offer solutions suited to your profile.

  • 2. Analysis

    We then analyze the information to arrive at a fair assessment of your needs and risk appetite. We build a broad portfolio for you comprising of various instruments and investment options. We may build more than one scenario that will be subsequently discussed with you during our scheduled appointment.

  • 3. Advice

    We will connect with you on skype or phone for the scheduled appointment. During our call we will discuss your objectives and risk profile with you. We will offer tailor made solutions suited to your requirements. Depending on your requirement, it could be a one-off investment idea or a basket of products.

Pricing

Get To Know Us
15 min introductory call
Rs0
Only to help you know us better and understand our scope of advice
Does not include any investment advice
Book Now
One-off Advice
15 Min Call
Rs750
per consultation
One time advice post your risk assessment
You may seek advice on a specific product or a broad allocation of funds across asset classes
We will be happy to answer questions on any financial product or asset class
Book Now
Ongoing Advice
5 calls each 15 Min
Rs3,250
for 5 consultations
Allocation of funds across assets as per your goals, needs and risk profile
You can space out the appointments as per your requirements
After 5 consultations, continue to avail discounted rates of Rs 650/ consultation
Contact Us
Annual Fee
Rs20,000
/ year
No limit on consultations
Pro-active management of your funds
Advice on broad portfolio allocation
Specific investment ideas on stocks, funds, gold and other asset classes will be shared on regular basis
Tax filing service
Contact Us

Get in touch

We work out of F 13/11, DLF Phase I, Gurgaon 122002. Feel free to drop in for a cup of coffee. We will be happy to meet you.

You may add us on Skype. Look up using our name Kapital Advisors or our email id contact@kapitaladvisors.com and we will be happy to chat.

You can always write to us at contact@kapitaladvisors.com

E-mail us

Direct line number

In case you have not been able to reach us through email or skype then you may call on our direct number during the working hours on weekdays.

[+91] 9810 383 073