About Us

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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About Us

Our Mission, Vision & Values

Discover what drives us forward — our mission to empower, our vision for the future, and the values that define every step we take.

Mission

Our mission is to empower individuals and businesses with smart financial strategies, transparent advice, and modern investment tools that ensure long-term financial growth and stability.

Vision

We envision a financially literate world where every investor can make confident, well-informed decisions that lead to sustainable wealth creation and financial independence.

Values

Integrity, trust, and excellence are at the core of everything we do. We build lasting relationships by prioritizing transparency, innovation, and client success above all else.

Team

Meet Our Expert Leadership

Our team of financial and technology professionals is dedicated to helping clients grow, protect, and manage their wealth with confidence and care.

Mr. Kanubhai Patel

CEO and Founder

Mr. Kanubhai Patel is the Founder and CEO of Capeak Financial Services (formerly known as Adhyashakti Investment). With more than three decades of experience in the financial services industry, he has been dedicated to guiding clients with trust, transparency, and personalized financial solutions. His deep market understanding and client-first approach have helped build long-term relationships and a strong reputation in the industry. Under his leadership, the firm continues to empower investors with reliable guidance and quality financial services.

Mr. Sunilbhai Shah

Senior Equity Dealer

Mr. Sunilbhai Shah is a Senior Equity Dealer at Capeak Financial Services and has been associated with the firm for more than 25 years. He is known for his responsibility, accuracy, and dedication towards his work. His operational expertise and commitment play an important role in delivering smooth and reliable services to clients.

Mr. Rakesh Gajjar

Equity Dealer & Operations Executive

Mr. Rakesh Gajjar serves as an Equity Dealer & Operations Executive at Capeak Financial Services and has been associated with the firm for more than 15 years. He is known for his dedication, efficiency, and responsible approach towards his work. His multitasking abilities and commitment contribute significantly to smooth operations and reliable client support.

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