Mutual Fund
& Insurance Advisor
& insurance advisor
Helping individuals and families make informed decisions across investments, protection, and long-term financial planning.
About Me
I am Kapil Pasricha, a NISM-certified Mutual Fund Distributor and IRDAI-licensed Insurance Advisor, committed to helping individuals and families make informed financial decisions.
With a focus on Mutual Funds, Life Insurance, Health Insurance and other financial protection solutions, I believe in understanding each client’s financial goals, risk profile and needs before suggesting suitable solutions.
My approach is based on transparency, long-term financial planning and client-centric service. I aim to simplify financial concepts and help my clients make decisions with greater clarity and confidence.
ARN: 359628 | IRDAI Licensed Insurance Advisor
Financial Guidance Across Every Important Life Stage
• SIP Planning
• Life Insurance
• Health Insurance
We help individuals and families make informed financial decisions through mutual fund investments, SIP planning, life insurance and health insurance solutions. Our approach is focused on understanding your financial goals, risk profile and family needs, and providing clear, transparent and long-term guidance.
Financial Guidance Across Every Important Life Stage
Simple, practical support designed around your financial goals.
Mutual Fund Planning
Goal-oriented investment guidance, SIP planning, portfolio review and long-term wealth creation.
Explore Mutual Funds →Life Insurance
Protection planning designed to help safeguard family financial goals.
Explore Life Insurance →Health Insurance
Guidance for individual, family and senior-citizen health protection.
Explore Health Insurance →Financial Planning
Structured planning for retirement, education, emergency funds, tax efficiency and major life goals.
Explore Financial Planning →Ready to talk through your goals?
Book a consultation to discuss your priorities, existing investments and the protection plan that suits your family best.
WHY CHOOSE US?
Ongoing Support — Guidance that continues as your needs and priorities change.
What People Say About Working With Us
A few words from clients who appreciated the clarity, care, and confidence they gained through our guidance.
"The team explained everything in a simple way and helped me choose the right plan for my family. I felt supported at every step."
"Professional, patient, and very responsive. I now feel much more confident about my financial decisions and future goals."
"Clear advice, honest recommendations, and a friendly approach. I would happily recommend their service to others."