ABOUT US
WHO ARE WE
Established in 2021 EPK Capital expertise in Global financial services, and we provide bespoke services to our clients and client of our partners. EPK Capital is focused on building long term wealth for our esteemed clients. We are dedicated to advice our clients with based on Value Investing philosophy. EPK Capital is only an advisor / consultant. We do not manage client money directly.
A PROVEN APPROACH
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
WHY US?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
PRODUCTS & SERVICES
WEALTH MANAGEMENT
We provide actionable wealth management advice to optimize your returns whilst preserving capital through tailored portfolio and wealth preservation strategies.
Our independent investment advisory services are tailored towards those who wish to leverage market acumen whilst retaining decision-making control.
Our client focused process enables you to grow, preserve and transfer wealth.
INVESTMENT BANKING
We are advisors and arrangers for Corporate and Family Offices across equity and debt capital raises, financing, derivatives, exchange listings and acquisitions.
FINANCING
We expertise in arranging credit facilities, Home Loan, Mortgage Loan, supply chain finance including LC, SBLC.
We have arrangements with best banks and institutes across India, Dubai and London to provide best of service to our customers.
OUR PRODUCTS
INDIA
GLOBAL STRATEGIES
GLOBAL STRATEGIES
- Mutual Funds
- PMS
- AIF
- Stocks
- Home Loan / Mortgage Loan
- Insurance
GLOBAL STRATEGIES
GLOBAL STRATEGIES
GLOBAL STRATEGIES
- PRIVATE WEALTH
- MORTGAGE
- PRIVATE EQUITY
- TRADE FINANCE (SBLC, LC, Bank Guarantees)
Contact Us
Email: info@epkcap.in
Working Hours
Weekdays : 10am - 6:30 PM
Weekends : By Appointment
FREQUENTLY ASKED QUESTION
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every 3 months to check the progress and take necessary steps accordingly
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