About Us
Dear Investor,
We are very happy to announce that we have been providing investment & portfolio services since 14+ years experience in financial planning advisory since 2005. We are certified Mutual fund and Insurance consultants recognized by the AMFI (Association of Mutual fund in India) and IRDA (Insurance Regulatory and Development Authority).
We are committed to fulfilling customer’s requirements through unbiased & truthful support thereby establishing a long term relationship with our clients.
We make realistic & honest commitments
“Never depend on single income.
Make investment to create a second source. “ – Warren Buffett
- CLIENT TESTIMONIES :
“I am Kirit Panwala,67 year old, being as senior citizen, I need security and safe return on investment both. Nikita Kapadia has planned my insurance portfolio in such beautiful way, that not only mine, but my wife’s security and good returns for my children and grand children is done.”
-Kirit Panwala and Associates (Advocate)
“The Hardworking lady Financial Advisor, Dynamic in Approach, Due Diligence of product, favoring the Clients Requirement For fulfillment of Goals Considering their Risk Appetite That is Nikita Kapadia.Always found her service prompt. She does not sell products, she buys customers. All the best to her in blossoming her Advisory and financial planning.”
-Kalpesh shah (Legal Advisor)
“As a financial advisor, Nikita Kapadia is just as warm and friendly and made us feel like family. She spent many hours advising and recommending to us and was always readily available, either by phone, electronically or in-person, to answer any of our questions. ”
-Milan S. Patel (Founder)
Ruchi Exports
