• 108, Saibaba Apartment, Halar Road, Valsad - 396001
  • moneysaver2007@gmail.com
  • +91 93740 97779
Investor-Focused Service & Support
Kapadia Investment & Financial Services Pvt Ltd. Mutual Fund & Investment Services
Important Investor Information
Trusted Mutual Fund Distribution

Invest With Confidence.

Build your financial journey with disciplined mutual fund investing, informed decisions and professional distribution support.

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Investor-focused mutual fund distribution and support
Our Approach
Investor First
Transparent information
Disciplined investing
Personal investor support
Regulatory information
AMFI Registered Mutual Fund Distributor
Investment Focus Disciplined & informed investing
Investor Support Support throughout your investment journey
Registration & Compliance

Professional & Transparent Distribution

AMFI REGISTERED MUTUAL FUND DISTRIBUTOR

Rajesh Lalitbhai Kapadia
Initial Registration
22-Nov-2003
ARN
ARN-29460
ARN Validity
17-Nov-2028
AMFI REGISTERED MFD

AMFI REGISTERED MUTUAL FUND DISTRIBUTOR

Sheetal Rajesh Kapadia
Initial Registration
08-Dec-2015
ARN
ARN-107094
ARN Validity
01-Jan-2028
AMFI REGISTERED MFD

AMFI REGISTERED MUTUAL FUND DISTRIBUTOR

Miraj Rajesh Kapadia
Initial Registration
02-May-2016
ARN
ARN-111079
ARN Validity
02-May-2028
AMFI REGISTERED MFD

Important: ARN registration and validity details should be verified through official AMFI distributor records before publication or investor reliance.

About Kapadia Investment & Financial Services Pvt Ltd.

A Professional Approach to Mutual Fund Distribution

Kapadia Investment & Financial Services Pvt Ltd. focuses on providing mutual fund distribution services with an emphasis on investor awareness, disciplined investing and long-term financial objectives.

  • Investor-focused mutual fund distribution
  • Support for informed investment decisions
  • Professional investor assistance
  • Access to important AMFI and SEBI information

Investor First

Successful investing begins with awareness, discipline and a clear understanding of investment objectives and associated risks.

Transparent information
Objective-oriented investing
Personalised investor support
Regulatory information access
Transparency & Disclosure

Commission Disclosure

View the applicable trail brokerage disclosure for different mutual fund categories.

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Connect with Kapadia Investment & Financial Services Pvt Ltd. for mutual fund distribution services and investor support.

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Investor Information

Mutual Fund Investment Disclaimer

  1. Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully.
  2. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates.
  3. Mutual Fund Schemes do not assure or guarantee any returns & interest rate. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. There is no guarantee that the investment objective of any suggested scheme shall be achieved.
  4. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus.
  5. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Fund schemes.
  6. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission which is disclosed to clients at the time of investments. We inform Direct Plans to clients, but deal exclusively in Regular Plans. Clients may invest in Direct Plans independently.
  7. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing.
© Kapadia Investment & Financial Services Pvt Ltd. All Rights Reserved.
Mutual Fund Distribution Services
Kapadia Investment

Kapadia Investment & Financial Services Pvt Ltd. is focused on mutual fund distribution services with an emphasis on investor awareness, disciplined investing, transparent information and long-term financial objectives.

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Contact Information

  • 108, Saibaba Apartment, Halar Road, Valsad - 396001
  • +91 93740 97779
  • moneysaver2007@gmail.com
  • Monday - Saturday: 10:00 AM - 6:30 PM

© Kapadia Investment & Financial Services Pvt Ltd. All Rights Reserved.

Mutual Fund Distribution Services