Products & Offerings

  • Online Platform
  • Mutual Funds
  • Financial Planning
  • Goal Planning
  • Insurance
  • Online Platform
  • Mutual Funds
  • Financial Planning
  • Goal Planning
  • Insurance

Online Platform

  • Intuitive and User Friendly online platform
  • Value addition to clients
  • Track Portfolios
  • Business Reports and Analytics to offer best advice
  • Transact on the Go
  • Back Office Support
  • Manage more clients
  • Research and Planning support
Online Platform

Mutual Funds

  • Online Transactions for Schemes across Fund Houses
  • Fund Recommendations and expert guidance
  • Comprehensive Planning Tools
  • Online Login for your clients
  • Online Back Office Support
Online Platform

Financial Planning

  • Risk Profile based recommendations
  • Portfolio Health Check up for your clients
  • Conduct Periodic Portfolio reviews and provide recommendations
  • Tax Planning through ELSS
Online Platform

Goal Planning

  • Undertake Goal Planning for your clients
  • Comprehensive range of goal planning tools & calculators
  • Offer Customised and data driven solutions to clients
Online Platform

Insurance

  • Risk Mitigation is the first step to Financial Planning
  • Offer solutions across various companies to serve your clients better
  • Life and General Insurance, service clients from 360 degree viewpoint
Online Platform

Inquiry

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Opportunity

Penetration of Financial Products and Services
in India is at 5%
while developed countries like
USA have a penetration of 90%

The India story

Potential Investors and under-penetration Matrix

Young Population > 65%
Huge potential for investments
Increasing levels of disposable income and Standard of Living

Quick Snapshot (as on 2018)

India’s Population
1350
Million
No of Folios
67
Million
Financial Savings
5%
only
Humungous potential for retail investors in financial markets

Why Us

AMFI ARN Number: 155090
KPC Capital Advisors Private Limited is an AMFI registered Mutual Fund Distributor and provides its services through www.kpcadvisors.in
By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy.
Any references to free services or no charges refers to the fact that KPC Capital and its partners may not charge an advisory fee in connection with certain services. Clients still incur expenses such as the underlying fees and expenses of the funds in which they invest and taxable gains/losses associated with their investments.
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
KPC Capital Advisors Private Limited (with ARN code 155090) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
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* Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing. * Insurance is the subject matter of solicitation.
KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.

Mutual Funds

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