Kapil Kataria
Founder, Delify Investments
Kapil Kataria
I'm Kapil Kataria, Founder of Delify Investments. For over a decade, I’ve helped families, professionals and business owners understand their options and invest with clarity, from their first SIP to a full wealth portfolio.
About
Kapil Kataria is the Founder of Delify Investments and a financial-services professional with more than 13 years of industry experience. Beginning with a sole proprietorship in 2013, he gradually developed his practice into a company serving more than 8,800 clients. His approach begins with a simple principle: there is no single financial formula that works for everyone. With this philosophy, Kapil emphasizes transparency, integrity and financial education — enabling clients to approach important decisions with greater understanding.
“Trust is the most valuable asset in financial services.”
Years of Experience
Financial-services expertise built since 2013
Clients Served
Served through Delify Investments across India and globally
Formally Incorporated
Delify Investments Private Limited, registered with RoC Delhi
Countries Reached
India, Dubai, Kenya, Canada and the United States
From your first investment to managing serious wealth, I help you understand each option clearly so you choose what fits your goals.
Open your Demat and trading account quickly and invest in stocks, ETFs and IPOs. You get research support and real help whenever you need it, not just an app.
Start a SIP from just ₹500 and pick funds based on your goals: retirement, a child's education, a home or building wealth. I help with regular reviews so your portfolio stays on track.
Compare corporate and bank FDs for better rates, the right tenure and easy access to your money. A good fit when safety and steady returns are what you need.
Earn regular, predictable income through government securities, corporate bonds and other fixed-income options. I explain the ratings, tenures and risks in plain language.
Protect your family with the right life, term and health cover from trusted insurers. I'll help you compare plans and figure out how much cover you need, not just sell you a policy.
Professionally managed stock portfolios for investors who want a more focused strategy, with a minimum investment of ₹50 lakh. I help you compare PMS providers on strategy, track record and fees.
Access investments beyond regular stocks and mutual funds — private equity, venture capital, private credit, real estate and long-short funds. For experienced investors (minimum ₹1 crore). I walk you through structure, lock-in, risks and tax treatment before you invest.
A single, complete view of your money: investments, protection, tax efficiency and long-term goals. Built for families and business owners who want everything planned and reviewed together.
Investments in securities markets are subject to market risks. Read all related documents carefully before investing.
Who We Work With
A shared need for financial clarity. We work with individuals, families and professionals across India and globally.
A Journey of Consistency, Growth and Client Trust — from a sole proprietorship in 2013 to a registered firm serving 8,800+ clients across India and globally.
Kapil Kataria began building his financial-services practice, laying the foundation for what would eventually become Delify Investments.
Delify Investments Private Limited was incorporated on August 31, 2020, with the Registrar of Companies, Delhi.
A new office extended Delify's reach to professionals, families and entrepreneurs in Uttarakhand.
The client base has grown to more than 8,800, including clients across India and the Indian diaspora in Dubai, Kenya, Canada and the United States.
Your Financial Goals Deserve Individual Attention
Consider income patterns, financial circumstances, personal responsibilities and future objectives.
Understand risk tolerance and the risks associated with different financial products and market conditions.
Consider financial products and solutions in relation to liquidity requirements, time horizons and overall financial needs.
Emphasize financial education, clarity and transparent information rather than exaggerated promises or short-term market noise.
Our Belief: Better financial understanding creates the foundation for more confident financial decisions.
Our Philosophy
At Delify Investments, trust and understanding take precedence over exaggerated financial promises. We believe clients should have clear and honest information to better understand their options.
Every recommendation is grounded in your interests, not short-term market trends or exaggerated promises.
Financial products can involve varying levels of risk, liquidity and time horizons. We make that easy to understand.
No single financial formula works for everyone. Your circumstances, goals and risk tolerance guide every conversation.
We emphasize financial education so clients can approach important decisions with confidence and greater understanding.
Trust is the most valuable asset in financial services.
— Kapil Kataria, Founder, Delify Investments
Client Testimonials
Thoughts on design, creativity, and building better digital experiences.
Your personal brand is more than a logo or a color palette — it's the story you tell consistently across every platform, every post, and every interaction.
A personal website is your most controlled piece of digital real estate. Here's how a thoughtful redesign can dramatically improve how visitors engage with your work.
Every great design starts somewhere messy. Here's how to turn scattered ideas, mood boards, and client briefs into a clear, actionable visual direction.
Frequently Asked Questions
Everything you need to know about Kapil Kataria and Delify Investments.
