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With KABIAMANAGE YOUR WEALTH

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With KABIAFINANCE FEELS SIMPLE

about us

We KABIA Investment Services invite you to have a superior wealth management experience.

Our clients enjoy the wealth management services backed by experienced partners, advanced tools and sophisticated systems.

Support from our existing clients and word of mouth for our services have enabled and ensured our rapid growth in the industry.

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Premium Boutique for

Financial Services

We <strong>KABIA Investment Services</strong> invite you to have a superior wealth management experience.

Market Outlook for March 2026 by Mr. Nilesh Shah

KABIA Investment Services

What we OFFERS

Your trusted partner in building, protecting & growing wealth. We provide comprehensive financial solutions designed to meet your life goals with clarity, transparency, and expert guidance.

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Wealth Management

Grow, preserve, and manage your wealth with confidence.
Personalized investment strategies, portfolio monitoring, and long-term financial planning to help you achieve sustainable financial growth.

Loans

Flexible loan solutions tailored to your needs.
From personal and business loans to secured lending, we connect you with the right credit options at competitive interest rates.

Insurance

Secure your future with smart protection plans.
Health, life, and general insurance policies designed to safeguard you and your family from unexpected financial risks.

Our Core Strengths

Our Core Strengths reflect the expertise and precision we bring to every financial decision.
We combine deep market knowledge with client-first strategies to deliver consistent results.

1. Wealth management Services
2. Insurance consultancy
3. Loan advisory

Get In Touch With Us

    Team

    Alok Kumar

    Alok Kumar is a seasoned banker, bringing over a decade of expertise in the financial services industry. He has held key roles with leading banking institutions such as Standard Chartered Bank, Development Bank of Singapore (DBS), and IndusInd Bank. Over the years, he has successfully managed and nurtured banking relationships across retail, high-net-worth (HNI), and non-resident Indian (NRI) client segments. Alok is known for his deep understanding of wealth management, client servicing, and strategic financial solutions.

    Deepak Gupta

    Deepak Gupta brings over 20 years of expertise in the wealth management services, specializing in the wealth management of Ultra-High Net Worth (UHNI) and corporate portfolios. His career is distinguished by tenures at global banking institutions—including ABN AMRO Bank, RBS Bank, and DBS Bank—as well as senior wealth management roles at Religare Private Wealth.
    Beyond traditional investment management, Deepak is a recognized specialist in Legacy Planning and Retirement Strategy, ensuring long-term wealth creation and wealth conservation across generations. A veteran in the private wealth space, he was instrumental in establishing the wealth management platform, Private Client Desk and Family Office divisions at KABIA Investments, where he bridges the gap between institutional rigor and bespoke, boutique service.

    Pretipal Singh

    Pretipal Singh brings over 18 years of experience in banking and wealth management, with expertise in portfolio management, client acquisition, and relationship-driven growth. As Managing Partner at KABIA Investment Services, he leads strategic wealth solutions and financial advisory services.

    He has held key leadership roles at IndusInd Bank and YES BANK, along with earlier experience at Standard Chartered Bank and Royal Bank of Scotland. Across these roles, he has successfully led teams, expanded client portfolios, and driven growth across wealth and lending businesses.

    With a strong focus on client relationships and team leadership, Preetipal combines institutional expertise with a results-oriented approach to deliver consistent value in the wealth management space.

    Vikas Kumar

    Dynamic and results-oriented Engineering Graduate with a strong foundation in technical problem-solving and a proven aptitude for Operations and Customer Service. Adept at streamlining processes and enhancing user experiences by combining analytical principles with effective approach. At KABIA, he is Committed to driving operational efficiency and maintaining high standards of service excellence in fast-paced environments.