Mit N. Kapadia

About Finance with Mit

For the last three generations, Mindful Investments has been fortunate to continue the legacy of "Creating Tearless & Fearless Families" through creative insurance benefits &financial management solutions that align with clients' unique goals and risk tolerance. We have contributed meaningfully and influenced hundreds of satisfied families, entrepreneurs, corporates, and industrialists.

Vision statement

To be a world-leading Trustworthy, Knowledgeable, Professional Insurance & Financial Advisory firm; where people rely on guidance & solutions that meet their evolving financial needs and, most importantly financial freedom.

Mission Statement

To create tearless and fearless individuals and families. By guiding them in paving a secured financial path and insured life. This will enable individuals & families to accomplish multiple goals of the families arising at different stages of life and establish a financial capacity to manage the risks if unexpected strikes.

Our values

We are committed to building the loyalty of our customers and ensuring that the satisfaction of their needs is central to everything we do. We treat our clients with appreciation, dignity, and courtesy which duly translates into our equation.

Our Strategies – Goal-based financial planning

Goal-based financial planning is the process we execute with our clients. Where the clients define different goals for every family member going through their respective stages of life. These goals are quantified by factoring in inflation and having a life investment plan to achieve the same.

Goal-based financial planning prepares one for unexpected adversities – loss of employment, serious illness, and untimely death.

Our Achievements

For the last twenty-five years, we have been continual recipients & awarded prestigious Awards titled Million Dollar Round Table (MDRT) and Court of the Table (COT).

Why Us (USP)

GOAL OF EXCEEDING BEYOND CLIENT’S EXPECTATIONS.

We are committed to service, integrity, and professionalism.

We provide our valued clients with individualized and accessible services, like mutual funds investment plans, life insurance plans, health insurance cover, property loans, Equities, and Portfolio Management that far exceed their expectations.