Kapil joined Holborn Assets in 2011, and has been an Independent Financial Advisor based in Dubai since 2004. He has over 15 years of experience in the Financial Services sector.
Kapil believes in the “Givers Gain” philosophy. He has built business exclusively on client referrals and personal introductions. He believes in treating clients like family and, over the years, has built a loyal clientele who trust and consult with him on all financial planning affairs and insurance needs. During his years in banking, Kapil felt there was a wide gap in the financial planning market between client expectation and what was available in terms of advice – so he decided to quit the banking sector and, after a detailed survey of market opportunities, joined Holborn Assets.
He is also a proud member of the prestigious MDRT (the premier association of Financial Planning professionals) and is also an active member of Business Network International.
Skills and expertise
- CISI Level 3 Certified in Wealth Management, 2012
- CBSE, Mayo College
- Masters in Marketing Management, NMIMS, Mumbai, India
- Bachelor’s in Engineering (Computer Sc.) RAIT, University of Mumbai, India
Kapil is married to wife Loveena and they have a child, Shivam.
His hobbies include photography, golf and squash. Kapil is also passionate about creating equal opportunities for all which is why he supports charities in India working with street children and homes for the aged.
“It’s a good company with professional employees. I am with this company and I trust their opinion regarding the market and best investment options.” – Mrs. B