Founder of Delify Investments has served more than 8,800 clients across equities, mutual funds, fixed deposits and wealth management
NEW DELHI, India — Kapil Kataria, Founder of Delify Investments, has expanded the firm’s operations to Dehradun, Uttarakhand, extending a financial-services practice he built from a sole proprietorship in 2013 into a firm now serving more than 8,800 clients across India and among the Indian diaspora in Dubai, Kenya, Canada and the United States.
Kataria formally incorporated Delify Investments Private Limited on August 31, 2020, registered with the Registrar of Companies, Delhi, and has served as director since incorporation. Over 13 years, he has worked with individuals, families, professionals and business owners, building his approach around a simple premise: financial planning cannot follow a standard formula, since every client has different income patterns, goals and risk tolerance.
“Trust is the most valuable asset in financial services,” Kataria said. “Clients are trusting us with goals that may include their family’s security, their children’s education, or long-term wealth creation. That responsibility must always be handled with transparency and integrity.”
Through Delify Investments, Kataria supports clients across equities, mutual funds, fixed deposits, bonds and insurance — helping them navigate market-linked opportunities and risk, evaluate fixed-income options for liquidity and tenure needs, and plan protection through insurance. For clients seeking more structured or specialised solutions, the firm also offers Portfolio Management Services (PMS) and Alternative Investment Funds (AIF), alongside broader wealth-management planning built around each client’s overall financial position.
Kataria maintains that credibility in financial services comes from clear, honest information rather than guaranteed outcomes or exaggerated promises — a principle reflected in Delify Investments’ education-first approach, which aims to help clients participate confidently in financial decisions rather than react to market noise or short-term trends.
The Dehradun office, opened in January 2026, follows the firm’s growth in Delhi and extends its reach to professionals, families and entrepreneurs across Uttarakhand. “Our expansion into Dehradun allows us to bring our experience and client-first approach closer to the people of Uttarakhand,” Kataria said.
About Kapil Kataria
Kapil Kataria is the Founder of Delify Investments, a financial-services professional with more than 13 years of industry experience across equities, mutual funds, fixed deposits and wealth management, serving more than 8,800 clients.
About Delify Investments
Delify Investments Private Limited is a financial-services company headquartered in New Delhi with an additional office in Dehradun, Uttarakhand. Corporate Identification Number: U65990DL2020PTC368975. Corporate record: zaubacorp.com/DELIFY-INVESTMENTS-PRIVATELIMITED-U65990DL2020PTC368975
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