Kapil Mathur

Senior Associate

About Kapil

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.

Qualifications

  • 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

Book your free consultation with Kapil


    By submitting this form, you agree to our Privacy Policy

    Reviews from our clients

    Video reviews

    Take a look at what some of our clients have to say about us...

    Why choose Holborn?

    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.