Our Team

Our Team

Mr. Jayesh Kapadia

Founder & Managing Director

CA Inter, Mumbai

B.com graduate with specialization in Tax Planning from KC College,
Mumbai University

I started my career in 1990‘s as an Insurance Advisor catering to the Insurance Industry. After completing tenure of almost 30 years now I have a strong foothold and expertise in Insurance sector. I gained the knowledge of market linked plans before 25 years through “ULIP” of Unit Trust of India; a financial institution ruled by Government of India and wasn’t categorized as Mutual Fund House in those days. In the changing scenario, across the globe, keeping pace with the same I have upgraded my skills from policy selling to concept selling.

There have been various avenues introduced in the investments sector in recent years. Now a days Investment and tax planning go hand in hand, so we have evolved as financial planners so that we are able to provide need based, goal based planning to our clients. Eventually since about five years, we’ve been advising investment in Mutual Fund Industry too quite extensively as it’s impossible to keep pace with the rising inflationary pressures and falling interest rates. The role of Financial planners or wealth builders have become very crucial and of utmost importance. Leaving aside all other avenues, Life Insurance (mainly term insurance), Health Insurance and Mutual Funds investments are the 3 quintessential areas, wherein we’re the specialist.

OUR ACHIEVEMENTS

  • Members of Million Dollar Round Table since Year 2010.
  • Member of Prestigious Chairman’s Club of LIC of India since year 2010.
  • Honored with the Trophies, Certificates of Appreciation etc. by the dignitaries of Insurance companies usually throughout the year.
  • Honored for our appointment as Chief Life Insurance Advisors (CLIA).
  • Authorized to appoint Insurance Advisors and also allotted premium point services wherein we can accept premium payments and issue receipts.

Forum Kapadia CFPCM

Co Founder & Director

AFP (CERTIFIED FINANCIAL PLANNER CM ) FPSB, USA, (2016)

M.Com (Finance) from Mumbai University (2014)

BAF (Bachelors in Accounts &Finance), KC College, Mumbai University (2012)

I am a motivated individual with over 7 years of rich experience in Financial Planning & Advisory services including Mutual Funds & Insurance, handling Clients Portfolio. As an Associate Financial Planner I am globally recognized to practice in 21 countries and honored time and again for my outstanding achievements.

I am associated with this organization as a Financial Advisor & Planner since last 6 years. I have a bend of mind towards the Investment Advisory & Planning, Wealth creation and understanding the clients need and providing them with the right investment opportunity. I am passionate about working as a financial planner as I feel that it's a service to the society in general when you enhance the portfolio value for a client by planning their finances and educating them about various financial trends. I am an enthusiastic enterprising professional aiming to expand and diversify the business with dynamism and advance technology.

I am also keen in training Students & Corporates on topics which create Financial Awareness and help them see finances in a more structured manner.