ABOUT
“The key to successful wealth management is not just managing money, but managing risk, too."
We are a boutique investment wealth-management firm set up in the year 2022. Our wealth management services cover HNI clients, family offices, and companies. We take care of not only managing and growing your wealth but also doing an end-to-end financial planning; thus leaving you to focus on other priorities that are important to you.
We recognize that riches and success usually come with financial complexities that need to be addressed with time. Time is the most valuable commodity for most of our clients.
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Our goal at AKC Capital is to look out for the financial needs of our clients in a more objective and long-term manner. We ensure that clients are on the right path while also at ease during the financial engagement process.
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We are an independent Wealth Management firm that takes pride in its client-centric approach and in providing relevant financial solutions. We act in our clients' interests, which means that our advice and recommendations are entirely guided by what is best for them.
OUR VALUES
We take pride in these values that are fundamental to our company as a Wealth Management Firm:
We consider all financial and non-financial information of our clients to be confidential.
We comply with regulatory laws governing the land or region in which we operate.
Trust is the bedrock of the financial engagement process and client relationship.
The management of our clients’ investment portfolios is conducted in a transparent manner. Keeping clients informed of the risks and rewards associated with each financial decision leads to a healthy client engagement.
OUR VISION
A wealth management firm that inspires trust and confidence from our clientele. We want to offer financial solutions that make a positive & meaningful impact in our clients’ lives.
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WHAT WE DO
As an independent wealth management and financial planning firm, we help our clients reach important financial milestones and achieve key financial goals that are important for their success and financial freedom.
Adietya K Chopra
Founder & CEO at AKC Capital
As Founder & CEO at AKC Capital, Adietya K Chopra has extensive experience in advising and managing investment portfolios of corporate and ultra-HNI clients.
He is a graduate of St. Stephen's College, Delhi University and has a MBA from Asian Institute of Management, Makati City, Philippines.
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As a Certified Financial Planner, Adietya brings a hands on approach in managing clients' investment portfolios.