Wealth Management · Financial Planning · Investments

Build. Manage. Preserve. Your Wealth.

A research-led wealth management relationship with a digital-first experience — helping professionals, entrepreneurs, affluent clients and families manage their wealth from Mumbai, across India and, where applicable, as NRIs managing their India-linked wealth from abroad.

Start a Wealth Conversation →Explore Solutions

Ankit D. Parab, CFAFounder · KAPSiNVESMENT

₹40 Cr+ Investments Facilitated

Across Mutual Funds, PMS, AIF & Equity

Our Approach

Thoughtful wealth management.

Structured around your goals, supported by research and delivered with clear communication.

Research-led

Structured analysis supports investment decisions.

Goal-focused

Your objectives come before the product.

Transparent

Clear communication around risk, cost and expectations.

Digital-first

Routine wealth-management interactions can be handled online.

Why KAPSiNVESMENT

Building, Managing & Preserving Wealth Across Generations

We believe wealth management is not simply about choosing products. It is about understanding the individual, the family, the objectives and the risks — and then building an investment approach around them.

01 · Conversation

Conversation Before Investment

Important investment decisions deserve discussion. We seek to understand the goal, context and concerns before capital is committed.

02 · Clarity

Clarity Before Capital

Understand what you are investing in, why it fits, the risks involved and the role it plays in your overall wealth.

03 · Perspective

A Complete View of Wealth

Looking across Mutual Funds, Direct Equity, PMS, AIF, SIF and other relevant solutions within the context of the overall portfolio.

04 · Human Context

Human Perspective in a Digital World

Technology can analyse information and identify patterns. Investments also involve aspirations, responsibilities, uncertainty and emotions — and those deserve human conversation.

05 · Knowledge

Knowledge That Builds Better Decisions

Our Knowledge Hub reflects our ongoing work to understand markets, businesses, investing, wealth creation and investor behaviour.

06 · Long Term

Long-Term Thinking

Looking beyond short-term market noise towards sustainable wealth creation, preservation and future needs.

Who We Help

Wealth is personal. So is the relationship.

We work with individuals, professionals, entrepreneurs, families and NRIs with India-linked wealth, with the approach shaped around their circumstances and objectives.

Professionals

Building and managing wealth alongside demanding careers, changing goals and long-term financial priorities.

Entrepreneurs & Business Owners

Managing personal wealth alongside business interests, liquidity needs and long-term capital decisions.

Families

Building, managing and preserving wealth with an eye on future generations, protection and legacy.

NRIs

Managing eligible India-linked investments and wealth requirements through a digital-first relationship.

Your investment decisions deserve a conversation.Let's understand what matters to you before capital is committed.

Start a Conversation →

Wealth Solutions

One relationship. Multiple needs.

Investment, planning, protection and legacy solutions brought together under one relationship.

Investment Management

Mutual Funds, Direct Equity, PMS, AIF and SIF solutions aligned with your objectives.

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Financial Planning

Goal planning, retirement planning, portfolio review and long-term financial organisation.

Explore Financial Planning →

Protection & Legacy

Life & Health Insurance, succession and legacy planning for the people and priorities that matter.

Explore Protection & Legacy →

Digital-first experience

Your wealth. Managed online.

From starting your investment journey to managing your SIP, KYC, nomination and routine service requests — manage your wealth relationship online, wherever you are in India.

No routine office visit required. Work with KAPSiNVESMENT from wherever you are in India.

KYCCheck your KYC status online.
Check KYC →

SIPStart, stop or change eligible SIP instructions.

NominationInitiate eligible nomination updates digitally.

AddressHandle eligible address updates through the available process.

BankInitiate eligible bank-detail updates digitally.

TrackMonitor your investments and portfolio online.

Built on research. Driven by discipline. Designed around your goals.

Relevant registrations, credentials and disclosures are presented transparently across the website.

For NRIs

Your India-linked wealth. Managed from wherever you are.

A digital-first relationship for NRIs who need to understand, organise and manage eligible investments and financial requirements connected to India.

NRI Wealth Management

We can help NRIs navigate eligible investment and wealth-management requirements in India, with a digital-first service experience designed to reduce unnecessary paperwork and routine office visits.

Explore NRI Wealth Management →

India-linked investments Digital-first servicing Goal & portfolio planning Discovery sessions online

Free Investor Tools

Check. Calculate. Plan.

Useful tools for investors — without creating another long page of content.

KYC StatusCheck through NDML KRA.Check → Portfolio HealthReview diversification and structure.Check → Financial HealthReview key financial areas.Check → XIRRCalculate returns across cash flows.Calculate → SIP & Goal ToolsSIP, Lumpsum, SWP, Goal & CAGR.Explore →

Founder

Ankit D. Parab, CFA

KAPSiNVESMENT was founded on a simple belief: wealth management should begin with an investor's goals, not with a product.

Ankit leads the firm's investment approach with a research-driven focus on disciplined portfolio construction, risk awareness and long-term wealth creation.

Meet the Founder →LinkedIn →

GIFT City

Inbound & Outbound.

Explore eligible cross-border investment and financial opportunities through the GIFT IFSC ecosystem, subject to the applicable structure, permissions and regulations.

GIFT City | Inbound & Outbound

A focused capability for eligible international and India-linked requirements through the GIFT City ecosystem. We will confirm the applicable route, eligibility and regulatory requirements before any transaction.

Explore GIFT City →

Inbound opportunities Outbound opportunities Cross-border perspective Digital discovery

Knowledge Hub