“Growing Together”
“Growing Together”
Kumbhat Advisors Private Limited (KAPL) is an investment banking firm established in Surat, Gujarat, in 1992. Over the past 32 years, KAPL has consistently provided innovative financial solutions both domestically and internationally. The firm is led by seasoned professionals with deep expertise in finance and is supported by a team of over 50 dynamic and highly qualified professionals, including CAs, CFAs, MBAs, legal advisors, and technical consultants.
KAPL has been dedicated to providing one-stop solution for all financial advisory services through a comprehensive range of offerings, including Investment Banking, Private Equity/ Foreign Equity, Pre-IPO Equity, IPO, Mergers & Acquisitions, Debt Syndication, Retail Finance, Wealth Management, and Structured Finance Products. Our expertise lies in guiding companies through the entire fundraising process. Our in-house legal department manages all types of due diligence, ensuring compliance with the requirements of fund houses, investors, banks, and financial institutions.
At KAPL, we believe that our growth is closely tied to our clients success. This philosophy has fostered enduring partnerships with numerous business houses, supporting their evolution from small family enterprises to industry leaders. Our diverse clientele spans various sectors, including Real Estate, Infrastructure, Renewable Energy, Consumer, Textiles, Financial Services, Healthcare, Pharmaceuticals, Chemicals, Hospitality, Gems and Jewelry, to name a few. Our extensive network of local and international institutional investors and banks reflects the integrity and work ethic we bring to every project.
To be a trusted partner for borrowers and financial institutions/investors, recognized as a one-stop destination for financial advisory and fundraising needs of corporates across all sectors, PAN India.
To achieve customer satisfaction by meeting and exceeding our clients needs, driven by the belief that "the customer's perception is our reality." We are deeply committed to:
At KAPL, our unwavering commitment to morals and ethics drives us to excel in everything we do. We stand firm in our beliefs and strive for perfection in nurturing financial excellence. Our guiding principles are what define us and shape our identity.
Customer Focused : We put ourselves in our clients shoes, providing tailored advice that meets their financial needs.
Honesty : We are true to ourselves and our clients—what we portray is exactly who we are, with no distinction.
Optimism : We view every challenge as an opportunity to grow and thrive.
Innovation : We embrace change, continually welcoming innovations that add value to our processes and systems.
Commitment : Every project and promise we undertake receives our unwavering dedication and commitment.
Empowerment : Success is a shared journey—we are partners in our clients growth stories.
We reached another pinnacle of success by establishing a global presence, marking our evolution into an international financial powerhouse.
As we completed 30 years of contributing to nation-building, we ventured into new territories by introducing Private/Foreign Equity, Pre-IPO Equity, IPO, and Mergers and Acquisitions services.
Celebrating 25 years of dedication and growth, we inaugurated our private 5-storey corporate office—'Kumbhat House’—symbolizing our enduring success.
We diversified our offerings by launching our Retail Loan division, catering to the growing financial needs of individuals.
This year marked a significant milestone with the formal incorporation of Kumbhat Advisors Pvt. Ltd., further solidifying our presence in the financial sector.
Our commitment to excellence fueled our expansion across India, enabling us to serve a diverse client base on a PAN-India level.
We scaled up our operations to handle larger, more complex proposals, positioning ourselves to take on big-ticket projects.
Recognizing the evolving needs of our clients, we established our Project Finance division, marking our first major expansion.
Our journey began with a small yet determined team of four employees, laying the foundation as a traditional Chartered Accountancy (CA) practice.
