Kalpavriksha Financial Services in Mount Road is a professional financial consultancy firm offering investment advisory and taxation services for individuals and families. Established in 2013, the firm helps clients make informed financial decisions through structured investment planning, wealth management guidance, and personalized financial strategies designed to support long-term financial stability and growth.

Along with investment consulting, the firm provides assistance with income tax return filing, financial planning, and insurance advisory. Kalpavriksha Financial Services also guides clients on suitable protection and insurance solutions from providers such as Future Generali India Insurance Company Limited and Aegon Life Insurance Company, helping individuals safeguard their financial future while maintaining proper tax compliance and financial security.