Kapinjjal Finance, the Hindu word “Kapinjjal” signifies “son of a Sage” which means Wisdom, Prudence and Good Judgement. It is founded by Kaushal Dave and his wife Ruchita Dave, in the year 2013 having an experience of over 10 years in the Mutual Fund industry having worked with some of the best Asset Managers and briefly in the Insurance industry as well.
Kaushal Dave is the qualified CS and Inter CA. He has educated many Investors in the area of personal finance. He has invested over 10 years of his life in an industry where he has learnt much about money and its management. These years have helped him earned good knowledge & experience in the field of Investment and Finance.
After all these years of interaction with people from various stages of life, he found that most people have struggled to make the right financial decision when it came to investing their hard-earned money and that was merely because they didn’t have proper knowledge about the money management and they also didn't have a right person who can guide them and look into their personal financial decisions. He believes that People always end up buying the financial products that actually doesn’t fits their profile and life goals and that encourage him to spread the knowledge of personal finance.
Our Investment philosophy is to serve you with a simple investment plan to achieve your financial goals and wealth creation by offering you long term and stable investment strategies which are protective and also growth oriented. We promise to treat the monies assigned to us by you with the same level of care and commitment that we would apply to our own investments.
To educate people about the money management and enable them to live stress free life.
To transform the lives of people by helping them to achieve financial freedom for themselves and generations to come.
To be a partner in clients' wealth creation journey.
To build a brand image who always thinks from the clients' perspective i.e. doing "what is right for the client“
To maintain long term Relationship with the highest level of trust, confidentiality, integrity and authenticity.
Kapinjjal Finance © 2024
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