Kap Wealth Management Services

Kap Wealth Management Services

Stock Broking

We are authorised partners of Motilal Oswal for providing broking services. We not only provide broking services but also advise our clients for making profitable trades. This is an additional hand holding service we provide to serve our clients so that they earn maximum returns with us!

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Hedged Investment

In order to minimise risk and maximise returns we hedge our portfolio. A hedge is an investment that is made with the intention of reducing the risk of adverse price movements in an asset. Normally, a hedge consists of taking an offsetting or opposite position in a related security.

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Portfolio Management

Under portfolio management services we pick the best stocks according to the risk appetite of our clients. We tailor make plans according to your aspirations and goals after thorough consideration of your risk bearing capacity. Our expert team will find the best opportunity according to your risk appetite for investment and gains. We have an 88% success ratio in identifying value investments.

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Value Trading

Value investing is an investment strategy that involves picking stocks that appear to be trading for less than their intrinsic or book value. We actively ferret out stocks yielding favorable results when the world thinks the stock market is crashing based on our fundamental research analysis.

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Capital Market Advisory

We provide in-depth advice, support and guidance to the clients for various capital market transactions which include iPO, rights issues, buybacks, offer for sale, open offers, delisting, private equity placements, fundraising etc.

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Alternate Investment Fund and Equity Market

Alternative Investment Fund is a privately pooled investment vehicle that collects wealth from sophisticated private investors. We will guide you through these as well as equity market investment for maximizing gains.

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Tax Planning and Consultancy

With our expert team of CA & CFA, we will help you save your hard earned money while complying with all tax laws!

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Retirement Planning

We will help you plan your retirement while maintaining your lifestyle & standard of living. With KAP all you have to do is plan your vacation while we do the financial planning for you.

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Accounting Practices and preparation of DPR

The Detailed Project Report (DPR) is an indispensable formal, approved document, utilised for proper project control and execution of a project. The business wing at Kap Wealth Management Pvt. Ltd is dedicated to providing customised solutions in developing key concerns such as vision, concept, mission, together with complete mapping of the business proposal.

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