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Your Trusted Financial Advisory Partner

At Apex Finvest, we specialize in wealth management, offering tailored solutions in mutual funds, bonds, MLDs, PMS, AIFs and more. Our expert team is dedicated to helping you achieve your financial goals.

About APEX
Client First and Transparent approach
MOHAK KARIYA - FOUNDER

We don’t sell. We solve. With a client-first mindset and complete transparency, we align our strategies with your life goals — not product commissions.

Trusted Partner with Motilal Oswal Financial services Ltd
Industry Leaders since 37+ Years with 40 Lakh clients

A Chartered Accountant and FIDE Rated Chess player

Over 7 Years of Equity markets experience

Expertise across Investments, Taxation and Financial planning

Ex Ambit Capital - Institutional Equity Research

Mission and Vision

At Apex Finvest, our mission is to ensure you remain the CEO of your life, while we serve as your Personal CFO — managing the financial side of the equation with care, clarity, and conviction.

Wealth Management

Expert financial advisory for building and managing wealth effectively.

A collection of gold bars and coins, prominently displaying engravings such as '1 KILO Fine Gold 999.9' from Switzerland. The shiny surfaces reflect light, emphasizing the luxury and value associated with precious metals.
A collection of gold bars and coins, prominently displaying engravings such as '1 KILO Fine Gold 999.9' from Switzerland. The shiny surfaces reflect light, emphasizing the luxury and value associated with precious metals.
Investment Strategies

Tailored plans for mutual funds, bonds, and more.

A person is using a MacBook Pro, viewing financial trading information from Questrade. The screen displays detailed trading data and an app interface, emphasizing connectivity and accessibility. The image features a modern setting with a couch in the background and some houseplants.
A person is using a MacBook Pro, viewing financial trading information from Questrade. The screen displays detailed trading data and an app interface, emphasizing connectivity and accessibility. The image features a modern setting with a couch in the background and some houseplants.
Tax Planning

Comprehensive solutions for effective taxation and compliance.

People walk past a large, grey stone wall featuring a prominent red and white logo of a financial institution. The scene captures individuals in business attire, some holding umbrellas or wearing headphones.
People walk past a large, grey stone wall featuring a prominent red and white logo of a financial institution. The scene captures individuals in business attire, some holding umbrellas or wearing headphones.
A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.
A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.
Loan Services

Assistance with personal and business loan applications.

Financial Advisory

Guidance for achieving financial goals and stability.

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Wealth management

Expert financial advisory for wealth management solutions.

Taxation

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+91 8007407709

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Financial Planning
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