Welcome To Kapinjjal Finance

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.

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Our Services & Products

Financial Planning

Financial Planning is the process to satisfy our goals while considering cash flows, debt, assets, and investments.

Tax Planning

Paying taxes is our duty – definitely (and statistically) not one of the peoples’ favorites. Almost every salaried man groans ..

NRI Investment

If you are a Non-Residential Indian (NRI) or a Person of Indian Origin (PIO), you will have different banking and investment needs.

Mutual Funds

Mutual funds are a type of certified managed combined investment scheme that gathers money from many investors to buy securities.

PMS

Portfolio management is the art and science of selecting and overseeing a group of investments that meet ..

AIF

Other than the traditional modes of investment of equities, fixed income, and cash, through Alternate Investment Fund.

GIVE SHAPE TO YOUR INVESTMENTS....

Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.

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Vacation Planning
Car Planning
Child's Education
Child's Marriage
Retirement
Life Insurance
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