About Kalpfin
Kalpfin is a company based in India. It operates as a B2C and SaaS. Kalpfin offers products and services including Portfolio Monitoring App and Risk Management Service. Kalpfin operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
- Headquarter India
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Kalpfin Insurance Marketing Llp
- Date of Incorporation 18 Jun, 2019
- Jurisdiction Ahmedabad, Gujarat, India
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of Kalpfin
Kalpfin offers a comprehensive portfolio of products and services, including Portfolio Monitoring App and Risk Management Service.
App for tracking investments and managing portfolio performance.
Service for proactive risk adjustment in investments.
Funding Insights of Kalpfin
Detailed funding history for Kalpfin
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Investments & Acquisitions by Kalpfin
Investment portfolio details for Kalpfin
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Financial Statements - Kalpfin
Detailed financials for Kalpfin
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Kalpfin Comparisons
Peer comparison for Kalpfin
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Competitors of Kalpfin
Kalpfin operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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M&A advisory, capital markets, and wealth management services are offered.
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Provider of wealth management services
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Detailed competitors of Kalpfin
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Latest news on Kalpfin
Complete news archive for Kalpfin
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Frequently Asked Questions about Kalpfin
Kalpfin is headquartered in India.
Kalpfin specializes in revolutionizing investment approaches by providing dynamic portfolio monitoring, proactive risk management, and strategic asset allocation across various asset classes. It uses advanced technology for transparent, real-time reporting via mobile and web apps. Based in Ahmedabad, India, the company serves individual investors seeking customized financial strategies and growth opportunities in Indias market.
Kalpfin's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Kalpfin offers Portfolio Monitoring App and Risk Management Service.