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Trusted Wealth Management Partner

Your Financial Goal

1000+

Happy Customers

30+

Years of Experience

Capeak Financial Services

Secure your future with the right insurance. Grow your wealth through smart investment planning. Access the right loans when you need them. We help you make confident financial decisions with a clear and structured approach.

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Services

Our Core Financial Services

Explore our range of investment and financial planning services designed to help you build, protect, and grow your wealth with confidence.

Mutual Funds

Investing in mutual funds is a smart option to grow your wealth. Mutual funds pool money from various investors to buy a diversified portfolio of stocks, bonds, and other securities. This diversified approach reduces risk and allows you to benefit from professional fund management. Mutual funds offer an easy entry point into the world of investing, making them an excellent choice for both beginners and experienced investors. With mutual funds, your money is managed by skilled fund managers who analyze the market and select the best investment opportunities.

Portfolio Management Services

Our Portfolio Management Services are designed to grow and protect your wealth. We offer a range of investment strategies tailored to your financial goals. Portfolio Management Services involve professionals making investment decisions on your behalf, aiming to deliver optimal returns.

Derivatives

Equities provide a way to invest in company shares, reflecting partial ownership and potential for capital appreciation. Derivatives, on the other hand, are contracts like futures and options that derive value from assets such as stocks, indices, or commodities.

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ABOUT US

Who We Are - Capeak Financial Services

Capeak Financial Services, formerly known as Adhyashakti Investment, was established in 1991 by Mr. Kanaiyalal Natvarlal Patel (Kanubhai Patel). He is an Authorised Person of BSE, NSE and F&O, associated with KIFS Securities Ltd., a part of the reputed Khandwala Group. The firm started its journey by providing trading services in Equity and Derivatives markets with a strong focus on trust, transparency, and client satisfaction. Along with that, Capeak Financial Services has expanded its business into Mutual Funds by becoming an AMFI Registered Mutual Fund Distributor. The firm also provides Fixed Income solutions and Financial Planning services to help investors achieve their financial goals.

With more than three decades of experience in the financial industry, Capeak Financial Services has built long-term relationships by delivering reliable financial guidance and quality service to investors. We continuously analyse mutual funds and various financial products to help investors make informed financial decisions based on their goals and risk profile. Our purpose is not just to sell financial products, but to educate investors and provide them with the right knowledge and guidance for long-term financial growth. Guided by our philosophy, “Taking Capital to the Peak,” we remain committed to creating lasting value and financial confidence for our clients.

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Years of Experience

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Happy Customers

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Goal Planning Questions

Invest with Purpose

Turn your life goals into a clear, goal-driven investment plan.

Your goals deserve more than guesswork. Let’s build a plan that fits you. Just answer a few simple questions — what you’re investing for, how much you can set aside each month, and when you want to reach your goal. In less than a minute, we’ll create a custom mutual fund plan tailored to your needs. We’ll send your personalized plan directly to your WhatsApp or email. It’s fast, free, and built to help you take the next step with confidence.

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Choose your financial goal

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Answer a few simple questions

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Receive a personalized plan by email

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Top Performing Funds

Explore the Best Mutual Fund Performers

Analyze the historical returns of top-performing funds to make informed investment decisions.

No fund data available

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Calculator

Calculator Tools

Want to Know How Much You Need to Invest?

Monthly Investment (Rs.)

Time Period (Years)

Expected Return (%)

Invested Amount:

Rs. 0

Estimated Return:

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Final Value:

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COMMUNITY VOICES

Trusted by progressive wealth creators

Stories from the community across India.

Amit Verma

The team maintains a structured and transparent approach while sharing financial information. Their focus on process clarity and regulatory alignment has helped me better understand various financial products and considerations.

Neha Kapoor

Neha Shah

Amit Kulkarni

Why Work With an MFD?

You can invest on your own — or partner with an expert who helps you avoid costly mistakes and stay on track.

DIY Platforms

Self-research

Basic questionnaire

Chatbot or email support

Emotion-driven decisions

Manual tracking

With an MFD

Self-research

Basic questionnaire

Chatbot or email support

Emotion-driven decisions

Manual tracking

Start Investing With Expert Guidance

Investment Comparison

See How Different Assets Perform

Compare how your monthly investments can grow in different asset classes — from savings to mutual funds.

Monthly Investment

Duration (Years)

Savings Account

Rs. 6,90,750

at 3% annual return

Fixed Deposit

Rs. 8,23,494

at 6% annual return

Gold

Rs. 9,74,828

at 9% annual return

Mutual Fund

Rs. 13,10,457

at 14% annual return

Start Investing Smarter Today

DOWNLOAD THE APP

Download our IOS and Android apps

Download our powerful app and unlock exclusive features, real-time insights, and special offers tailored just for you.

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BLOGS

Latest market intelligence

Stay informed with deep dives and actionable perspectives from our research desk.

Support

Frequently Asked Questions

Clear answers to help you move forward with confidence.

What services are offered on this platform?

We provide information and access related to financial products such as mutual funds, insurance, and loan solutions. Services are offered in accordance with applicable regulatory guidelines and focus on helping users understand available options.

What is a Mutual Fund?

How does insurance help in financial planning?

How do loan products work?

How can I choose suitable financial products?

Contact

Let’s shape your financial future together

Our experts are here to help you create personalized investment strategies that align with your goals. Whether it’s wealth creation, risk management, or tax efficiency — we’ll guide you at every step.

Get in Touch

Fill out the form and our advisory team will reach out shortly.

Your Financial Goal

1000+

30+

Capeak Financial Services

Our Core Financial Services

Mutual Funds

Portfolio Management Services

Derivatives

Who We Are - Capeak Financial Services

0

+

0

+

0

+

0

%

Invest with Purpose

What are you investing for?

Explore the Best Mutual Fund Performers

Calculator Tools

Trusted by progressive wealth creators

Amit Verma

Neha Kapoor

Neha Shah

Amit Kulkarni

Why Work With an MFD?

DIY Platforms

With an MFD

See How Different Assets Perform

Savings Account

Rs. 6,90,750

Fixed Deposit

Rs. 8,23,494

Gold

Rs. 9,74,828

Mutual Fund

Rs. 13,10,457

Download our IOS and Android apps

Latest market intelligence

Frequently Asked Questions

Let’s shape your financial future together

Get in Touch

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