Our advisory strategies are backed by deep market research, data-driven insights, and years of financial experience.
We help you build a balanced, high-performing portfolio aligned with your long-term goals.
Expertise That Delivers Real Financial Growth
Transparent & Client-First Approach
We keep your interests at the core of every recommendation.
Clear guidance, honest advice, and complete transparency ensure you stay informed and confident in every decision.
Personalized Wealth Strategies for Every Stage of Life
Your financial goals are unique — and so is our approach.
We design customized investment, insurance, and wealth-building solutions tailored to your risk appetite, lifestyle, and future aspirations.
How asset class leaders kept changing (2021-2025)?
Five years of sharp reversals: commodities lead, equities rotate, and asset class rankings keep reshuffling.
Returns in (%)
2025*
Silver78.4
Gold62
REITs/InvITs16
Large Cap9.4
FD6.8
Equity overall6.6
G-sec5.2
Mid Cap3.2
Real Estate1.6
Small Cap-5.1
2024
Mid Cap26.6
Small Cap24.9
Gold20.4
Silver17.4
Equity overall15.7
Large Cap13.2
G-sec11.1
REITs/InvITs8.2
Real Estate6.9
FD6.8
2023
Small Cap47.3
Mid Cap42.4
Equity overall26.5
Large Cap23.2
Gold13.8
G-sec7.8
Silver7.7
FD6.7
Real Estate3.8
REITs/InvITs-6.6
2022
Gold15.1
Silver9.7
Large Cap6
FD5
Equity overall4.8
Mid Cap3.6
Real Estate2.8
G-sec2.8
REITs/InvITs-0.7
Small Cap-1
2021
Small Cap59.1
Mid Cap48.6
Equity overall31.6
Large Cap26.5
REITs/InvITs17
FD4.9
Real Estate3.1
G-sec2.2
Gold-4
Silver-8.2
*Data for 2025 as of November 25, 2025. Returns are based on following indices: Large Cap - BSE 100 TRI, Mid Cap - BSE 150 MidCap TRI, Small Cap - BSE 250 SmallCap TRI, Equity overall - BSE 500 TRI, REITs/InvITs - BSE REIT & InvIT Index INR, G-sec - CCIL All Sovereign Bond TRI, Gold - Domestic Price of Gold Index, Silver - Domestic Price of Silver, FD - SBI 1 year FD rate at the beginning of each year, Real Estate - All India House Price Index RBI data as of june 2025; the latest update is awaited.
Source: Value Research
Build, Protect & Grow Your Wealth
with our Private Client Desk
With KABIA you can endeavor to grow your wealth under our premier segment PCD (Private Client Desk).
As per the financial goals of PCD Clients, a dedicated team assists in finding the best investment solution and regular portfolio review done by Morningstar AWS in order to meet our PCD clients' long-term goals. We help building customized portfolios through
tax-effective and cost-effective investment solutions.
tax-effective and cost-effective investment solutions.
KABIA INVESTMENT SERVICES
SOME OF OUR PRODUCT OFFERING
Mutual Funds – Equity Funds, Debt Funds, Index funds, bond funds, sectoral funds, thematic funds
Portfolio Management Services – ASK, IIFL, ICICI, Motilal Oswal, Purnartha
Alternate Investment Fund – Long Only AIF, Long/Short AIF, Unlisted, thematic AIF
Fixed Deposit – Corporate Deposit of HDFC Ltd, Bajaj Finance, PNB Housing
Corporate Bonds & NCD – AAA rated bonds & NCD from both primary & secondary markets.
MLD – Market linked debentures (NIFTY & Gsec Based)
Term Insurance – Term insurance with return of premium, Term cover with investments
Health Insurance – Health insurance from all leading health insurance companies
Funding requirement – Business Loan (Secured & unsecured) housing loan, LAP
Disclosure
Our disclosure section reflects our commitment to transparency, trust, and long-term relationships with our clients and partners. Here, you can access important documents and disclosures related to leading mutual fund companies including Bandhan Mutual Funds, Motilal Oswal Asset Management, PGIM India Mutual Fund, HSBC Mutual Fund, Aditya Birla Capital Mutual Fund, and HDFC Mutual Fund. We believe that informed decisions create stronger financial journeys, and by providing easy access to these disclosures, we ensure complete clarity, compliance, and confidence for every investor associated with us.