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Skill set of Mr. Kapil Holkar include 360 degrees Insurance, Financial Planning, Tax Planning and Wealth Management to add to this, he is an ardent finance professional who is well versed in Equity & Commodity Research, Tax Laws, , Accounting, Portfolio Management Services (PMS) and Fund Management which can thus help in providing a wide spectrum of services to clientele of the company. Kapil Hol

kar is a certified Advisor of Association of Mutual Fund in India and Insurance (AMFI) and Insurance Regulatory & Development Authority (IRDA), Associated with many elite clubs for IFAs formed by various Asset Management Companies like UTI MF & SBI. He has an incredible foresight and a financial acumen. Thus, having worked across the value chain from the high end Corporate Advisory and Private Wealth Management Segment to the mass affluent retail customers, the strength of clientele exceeds 2000+ customers across India & abroad, the team has hands on experience and sound knowledge of the domestic & international financial markets along with an understanding of the prevailing regulatory framework.