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

Started by IIM-Ahmedabad alumnus, we are SEBI registered investment advisers with registration number INA100012507. 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.


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.


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. We will only advise you where to invest your money. We will not sell you any product.

  • 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.


Get To Know Us
15 min introductory call
Only to help you know us better and understand our scope of advice
Does not include any investment advice
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One-off Advice
15 Min Call
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
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Ongoing Advice
5 calls each 15 Min
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
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Annual Fee
/ 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
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We like to look at equities now and then. And if we come across an idea that we believe will offer good returns then we invest our own money as well. So we do put our money where our mouth is. We sometimes publish our ideas on our Facebook page with the time stamp. You may visit here www.facebook.com/KapitalAdvisors. We will be happy to share with you such ideas. Reach out to us through mail/ skype/ facebook message and we will help you with further details. If you are new to investing in equities we will also handhold you in the initial stages till you are comfortable investing on your own. We will take you through account opening, placing orders, tracking your portfolio and anything else that you may want us to help you with. We have tied-up with a brokerage and if you open an account with them then we stand to gain as well. You may chose to opt for any brokerage firm and we will still help you with the whole process.


We also help you avail new loans or switch existing loans to a lower cost option. Feel free to reach out to us to seek advice on Home Loans, Personal Loans, Car Loans, Education Loans, Loan Against Property or any other loan. We have tie-ups with lenders and we will be happy to work with you to find the best possible solution for you.

Just for an illustration – one of the lenders we have tied up is currently offering interest rate as low as 8.95% on home loans of less than INR 50 lakh. If you are interested, drop us a line and we will be in touch.

Other Services

Filing Grievances

We guide you to file grievances with regulatory authorities against any financial institution. If you have reasonable grounds of unfair treatment whether it is through arbitrary levy of charges or non-fulfillment of assured services then write to us and we will help you with the appropriate approach towards seeking resolution of your grievances.


Consumer Court Related Advice

We are not lawyers. However, we have had some experience with National Consumer Disputes Redressal Commission (NCDRC), the apex consumer court. We will be glad to share our experience to help you wade through the complexities of filing and contesting a case in a consumer court.


Property Investment Advice

If you are a retail investor and not sure of whether to invest in a certain project then you can approach us to discuss the pros and cons of any project. We will do our basic research on the project/ developer/ builder and share the data with you along with addressing your specific requirement. Please note we are not brokers and do not have any tie-ups with any real estate related organization.


Financial Counselling

We will also help those who are underĀ financial stress. We cannot help them financially but we will do our bit to help them see through the tough times and push them to take decisions that will help them financially in the long run. And this bit will be totally free of cost. You may call itĀ Credit or Financial Counselling.

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[at]kapitaladvisors[dot]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.

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