Protection & Legacy Strategist | Estate Planning & Multi-Generational Wealth Transfer | CEP, AWP | 13 Years

Hiral Kakaiya

REP No.: KHD300181700

Associate Wealth Advisory Director

As a 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗲𝗿 and 𝗔𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗲 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗹𝗮𝗻𝗻𝗲𝗿, I believe most financial planning gets the sequence wrong. While others start with investment growth, I begin with 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻—because building wealth without securing your foundation is like constructing a house on sand.

My practice centers on what I call the 𝗙𝗼𝘂𝗻𝗱𝗮𝘁𝗶𝗼𝗻-𝗙𝗶𝗿𝘀𝘁 𝗠𝗲𝘁𝗵𝗼𝗱: systematically addressing 𝗶𝗻𝗰𝗼𝗺𝗲 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻, 𝗳𝗮𝗺𝗶𝗹𝘆 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆, and 𝘄𝗲𝗮𝗹𝘁𝗵 𝘁𝗿𝗮𝗻𝘀𝗳𝗲𝗿 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝘀 before pursuing accumulation strategies. This approach stems from witnessing too many families discover 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗰𝗼𝘃𝗲𝗿𝗮𝗴𝗲 𝗴𝗮𝗽𝘀 only after life-changing events occur.

With credentials spanning both financial and estate planning, I specialize in creating 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗲𝗱 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 where protection and legacy planning work seamlessly together. I’m 𝗻𝗼𝘁 𝘁𝗶𝗲𝗱 𝘁𝗼 𝗮𝗻𝘆 𝘀𝗶𝗻𝗴𝗹𝗲 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗽𝗿𝗼𝘃𝗶𝗱𝗲𝗿 𝗼𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗰𝗼𝗺𝗽𝗮𝗻𝘆, which means my recommendations are based purely on what serves your family’s best interests—not sales quotas or corporate incentives.

I work primarily with professionals and families who understand that 𝘁𝗿𝘂𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 isn’t just about growing wealth, but about ensuring it 𝘁𝗿𝗮𝗻𝘀𝗳𝗲𝗿𝘀 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝘁𝗹𝘆 𝘁𝗼 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 while protecting against life’s uncertainties along the way.

My mission is straightforward: help families build 𝘂𝗻𝘀𝗵𝗮𝗸𝗲𝗮𝗯𝗹𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗳𝗼𝘂𝗻𝗱𝗮𝘁𝗶𝗼𝗻𝘀 that provide security today and create 𝗺𝗲𝗮𝗻𝗶𝗻𝗴𝗳𝘂𝗹 𝗹𝗲𝗴𝗮𝗰𝗶𝗲𝘀 tomorrow.

Through comprehensive financial planning, estate structuring, and wealth transfer strategies, I ensure that individuals and families receive 𝗴𝘂𝗶𝗱𝗮𝗻𝗰𝗲 𝘁𝗮𝗶𝗹𝗼𝗿𝗲𝗱 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰𝗮𝗹𝗹𝘆 to their goals and circumstances. Every recommendation is designed to not only grow wealth but also 𝗽𝗿𝗼𝘁𝗲𝗰𝘁 𝗶𝘁, creating lasting security for those who matter most.

The success achieved in 𝗹𝗲𝗴𝗮𝗰𝘆 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 and multi-generational wealth strategies reflects my deep dedication to understanding what truly matters to each family. I believe in 𝗲𝗺𝗽𝗼𝘄𝗲𝗿𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻, ensuring they make informed decisions with complete clarity about their financial future.

While I’m honored to have earned recognitions like 𝗠𝗗𝗥𝗧 (𝗠𝗶𝗹𝗹𝗶𝗼𝗻 𝗗𝗼𝗹𝗹𝗮𝗿 𝗥𝗼𝘂𝗻𝗱 𝗧𝗮𝗯𝗹𝗲) – the global association of the world’s leading financial professionals – and multiple 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗖𝗹𝗮𝘀𝘀 𝗔𝘄𝗮𝗿𝗱𝘀, these accolades tell only part of my story.

𝗠𝘆 𝗴𝗿𝗲𝗮𝘁𝗲𝘀𝘁 𝗮𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀 𝗮𝗿𝗲𝗻’𝘁 𝗵𝗮𝗻𝗴𝗶𝗻𝗴 𝗼𝗻 𝗺𝘆 𝘄𝗮𝗹𝗹 – 𝘁𝗵𝗲𝘆’𝗿𝗲 𝗹𝗶𝘃𝗶𝗻𝗴 𝗶𝗻 𝘁𝗵𝗲 𝗽𝗲𝗮𝗰𝗲 𝗼𝗳 𝗺𝗶𝗻𝗱 𝗜’𝘃𝗲 𝗵𝗲𝗹𝗽𝗲𝗱 𝗰𝗿𝗲𝗮𝘁𝗲.
The young couple who finally feels confident about their financial future. The business owner who knows his family’s legacy is protected. The parents who sleep better knowing their children’s education is secured. 𝗧𝗵𝗲𝘀𝗲 𝗮𝗿𝗲 𝘁𝗵𝗲 𝗮𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀 𝘁𝗵𝗮𝘁 𝗱𝗿𝗶𝘃𝗲 𝗺𝗲.

Every satisfied client reinforces my commitment to 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗼𝘂𝘀 𝗹𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗮𝗻𝗱 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁. In an ever-evolving financial landscape, staying ahead of industry trends isn’t just professional responsibility – it’s how I honor the trust families place in me.

𝗧𝗵𝗲 𝗿𝗲𝗮𝗹 𝗺𝗲𝗮𝘀𝘂𝗿𝗲 𝗼𝗳 𝘀𝘂𝗰𝗰𝗲𝘀𝘀? When a client says, “𝘛𝘩𝘢𝘯𝘬 𝘺𝘰𝘶 𝘧𝘰𝘳 𝘩𝘦𝘭𝘱𝘪𝘯𝘨 𝘶𝘴 𝘴𝘦𝘦 𝘱𝘰𝘴𝘴𝘪𝘣𝘪𝘭𝘪𝘵𝘪𝘦𝘴 𝘸𝘦 𝘯𝘦𝘷𝘦𝘳 𝘬𝘯𝘦𝘸 𝘦𝘹𝘪𝘴𝘵𝘦𝘥.” That’s what motivates me to wake up each day and strive for excellence.

𝗕𝗲𝗰𝗮𝘂𝘀𝗲 𝗮𝘁 𝘁𝗵𝗲 𝗲𝗻𝗱 𝗼𝗳 𝘁𝗵𝗲 𝗱𝗮𝘆, 𝗮𝘄𝗮𝗿𝗱𝘀 𝗿𝗲𝗰𝗼𝗴𝗻𝗶𝘇𝗲 𝗽𝗮𝘀𝘁 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 – 𝗯𝘂𝘁 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗲𝗱 𝗹𝗶𝘃𝗲𝘀 𝗰𝗿𝗲𝗮𝘁𝗲 𝗹𝗮𝘀𝘁𝗶𝗻𝗴 𝗹𝗲𝗴𝗮𝗰𝗶𝗲𝘀.

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Testimonials

“Hiral helped me understand the importance of integrating my financial plan with a robust estate plan. His guidance was insightful and personalized to my family’s needs. What I appreciated most was his patience in explaining every detail and ensuring my preferences were fully considered. Working with Hiral has been a game-changer for my financial legacy.”

Samarth Kasturia

Head of Strategic Consulting and Workplace, Asia Pacific ~ Real Estate Sector

“Hiral’s expertise in estate planning truly stands out. His comprehensive analysis of my financial situation and future needs gave me a clear path forward. The solutions he suggested were practical and aligned perfectly with my goals. Hiral’s professionalism and dedication to his clients’ success make him an invaluable advisor. I couldn’t be more satisfied with his service.”

Ashish Malik

Managing Director ~Anglo Ardmore Ship Management Ltd.

“Hiral’s deep knowledge in estate and financial planning opened my eyes to gaps I hadn’t even considered. His tailored advice seamlessly integrated my financial goals with my estate plan, giving me confidence that my family’s future is secure. His professional and empathetic approach made the entire process smooth and stress-free. Highly recommended!”