We, 'Kalpajit Investments Private Limited' offer diverse range of Financial Solutions. At Kalpajit, clients' needs are more important than anything else. That's why needs, based on the priorities are first understood, then evaluated against future goals of clients to present them a complete financial solution. Our Financial Solutions are combination of wide variety of financial products such as Investments, Insurance and Loan Products.
In order to bestow a solution on every need of our clients, we have started the segment of 'Professional Services' with all of our strength. Also, we have started training programs and consultancy services under this segment and formed a pool of experts consisting of Experienced Professionals from Finance, Banking, Legal, Real Estate, Information Technology, Medical and Health for expert advice and consultancy.
We, 'Kalpajit Investments Private Limited' are committed to be a leader and role model in Financial Solutions and Professional Services business. Integrity is the foundation and Objectivity, Competence, Confidentiality & Professionalism are the Pillars of Kalpajit.
Mrs. Kalpana Rahalkar and late Mr. Ajit Rahalkar started Investments & Insurance Consultancy firm in 1982 under the brand name of 'Kalpana Investments'.
The Success of 'Kalpana Investments' is the result of their dedication, devotion, determination, hard work and extra ordinary efforts. In the journey of more than three decades, Kalpana Investments has conquered remarkable achievements in the field of Fixed Deposits, Mutual Funds and Insurance.
We would like to dedicate this success of Kalpana Investments to our clients. It is only because of their Faith in us which has led Kalpana Investments to reach at this respectable position.
With their blessings we have expanded our business in a new way with the new name as:
- Vision -
To be the leading company in Distribution of Financial Products and Providing Professional Services in Conformity with Ethics and Professional Practice and Standards worldwide.
- Mission -
- Create and present Financial Solutions to cater the needs, goals amd aspirations of the clients.
- Distribution of Financial Products in accordance with the solutions presented.
- Tie-ups with Financial Products Distributors
- Provide Professional Services using expertise of empanelled professionals.
- Form and expand the pool of Experienced Professionals in every field confied to objectives.
- Give pre-eminent services to clients and attend 100% client satisfaction.
- Develop innovative platform for long term client engagement.
- Educate clients through Financial Literacy Initiatives and assist them to make informed decisions.
- Expand means of approachability for clients to serve them better via online mode, branches and other point of access.
- Develop Franchise and sub-brokers network by building state of art infrastracture & support platforms.
"Quality is never an accident; it is always the result of high intention, sincere effort, intelligent direction and skillful execution; it represents the wise choice of many alternatives."
- William A. Foster -