Kalpfin

Invest in India’s growth story with Kalpfin

1. Special Services

NRI Investing

Tailored Solutions for Non-Resident Indians

Kalpfin offers specialized investment solutions for NRIs, helping them manage and grow their wealth in India. Our services cater to the unique financial needs of NRIs.

Ideal Horizon: 3 Years

Gift City Solutions

Invest in India’s Financial Hub

Kalpfin provides exclusive investment opportunities in Gujarat International Finance Tec-City (GIFT City). Our solutions offer access to unique financial products and services in this emerging global hub with great taxation benefits.

Ideal Horizon: 3 Years

Start up Investing

Invest like a Shark

Kalpfin provides clients with access to high-potential, early-stage companies, allowing you to diversify their portfolios beyond traditional asset classes. This service involves curating investment opportunities in promising start-ups, conducting thorough due diligence, and managing the complexities of venture investing on behalf of clients.

Ideal Horizon: 8 Years

Corporate Treasury Management

Optimize Your Company’s Financial Assets

Kalpfin’s Corporate Treasury Management services help businesses to manage their financial assets efficiently. Our solutions are designed to enhance liquidity, optimize return, and manage risk.
 

Ideal Horizon: 1+ month

2. Goal Planning

Child Education/ Marriage

Invest in Your Child’s Future

Child Education Planning solutions help you build a corpus to fund your child’s education. Our tailored plans ensure that your child’s educational needs are met without financial stress

Ideal Horizon: 10 to 15 years

Home Buying

Plan for your dream home

Kalpfin helps you create a tailored savings plan that includes setting a realistic budget, determining a target savings amount, and establishing a timeline for reaching that goal. By closely monitoring the progress and making adjustments as needed, will ensure turning the dream of homeownership into a practical and achievable reality.

Ideal Horizon: 10 to 15 years

Retirement & Financial Freedom through SWP 

Enjoy a Comfortable Retirement or retire early

Retirement Planning solutions ensure you have a steady income post-retirement. Our comprehensive plans help you build a robust retirement corpus for a worry-free future and helps you retire early or at will.

Ideal Horizon: 10 to 15 years

Start a Business

Starting up on your own is the ultimate dream

 

Kalpfin provides valuable insights on managing personal finances to ensure that the entrepreneur’s financial health remains stable throughout the startup phase and entrepreneurs can play a long term game and build sustainable and long term businesses.

Ideal Horizon: 5 to 7 years