"To help our Client to build wealth with financial discipline."

Alpesh Kanani

MY JOURNEY

BBA

2009

MBA

2011

Portfolio Services

2012

Convert to Full Digital

2014

CFP

2016

GOAL PLANNING

2018

ASSET MGT PALNNING

2020

Digital Meeting & 100% Paper Less Work

2021

About us

KANANI Ethic Investment started by Mr.Karim M Kanani in the year 1987 is one stop shop for all your investment needs.

Having experience of more than 20 years, Mr.Karim M Kanani through KANANI Ethic Investment will cater all your financial services needs like Insurance services, IPO/NFO, Fix Deposits, Post Office Investment Schemes, Bonds properties etc. Registered with the regulatory bodies like AMFI, IRDA and SEBI we provide ethical and quality services to our customers. We treat customers as our family and help them in generating good returns from their investment.

To improve our services and serve better Mr.Alpesh Kanani has done CFP and MBA. He is also Chartered Financial Goal Planner from American Academy of financial management. He has passed lots of certification course like BSE Derivative, NSE Derivative, AMFI, IRDA and lots of courses to reach at six sigma quality.

Alpesh Makhani – Business Professional & Financial Enthusiast

📍 Background & Education
Alpesh Makhani is a dedicated professional with a strong interest in finance and business management. He follows a structured approach to learning while managing business commitments, continuously expanding his knowledge in financial markets and investment strategies.

📈 Professional & Business Experience
With a solid background in business operations and strategy, Alpesh integrates real-world insights into his work. His ability to analyze market trends and financial data helps him make informed decisions, contributing to business growth and success.

🎯 Skills & Interests
✔ Financial Analysis & Investment Research
✔ Business Management & Strategy
✔ Time Management & Productivity
✔ Continuous Learning & Personal Growth

📅 Current Focus

Strengthening expertise in financial markets, investment strategies, and business management
Balancing professional responsibilities with continuous learning

THINGS I'M GOOD AT!

Mutual Fund
Life Insurance
Stock
Certify Financial Planner(CFP)

I'M CERTIFIED IN

MBA
Certified Financial Planner (CFP)
CFGP from American Academy of financial management
BSE Derivatives

PEOPLE I'VE WORKED FOR AND WITH

Easy Export and Import

Gulkish

Minsariya Alpesh

Abdulkadir Alware (B.E, MBA) & Ruhi Alware (B.sc, M.sc)

Mr Sanjay CA

Mr Umang CA

Mr.Sunil

(Engineer)

Reliance

Augustine CA

Mr Amit

Mr Shah Sunil

Mr Naushadali

Testimonials

Two great persons works for their clients with Ethics and more understand their client's financial needs, we are got at KANANI Ethic Investment from Mr. KARIM KANANI and Mr. ALPESH KANANI. Believe me they really work hard for us!!!!!

-Mr. Minsariya Alpesh

It has been more than a decade that we have been profitably & happily associated with Kanani Ethic Investment. We have never seen anyone more abreast & vibrant in managing our portfolio. All one has to do is to look at your investment to see how well it is being looked after. Through in-depth discussion encourages us to regularly focus on our goals in life and then to financially plan with us to reach our aims. This approach fully integrates life plans and the financial plans and makes very good sense. Kanani’s simplifies a complex subject keeping us well informed of the latest changes and adjusting our mindset to suit the current scenario. Kanani Ethic Investment is very client centric, professional and constantly upgrading to new trends and technologies. We would happily recommend their services to others.

Abdulkadir Alware (B.E, MBA) &

Ruhi Alware (B.sc, M.sc)