CapAdvisors is one of the fastest growing full-service financial advisory firms in Bangalore.

CapAdvisors offers wealth management solutions to business families and other high-net-worth executives.  We offer a wide spectrum of services including financial planning, bespoke investment advice, tax planning and estate planning.

Wealth Management is our expertise.

Financial Planning

Creating a dynamic financial plan requires time and expertise. A financial plan can be created at any stage of your life – earlier the better. A plan for retirement enables saving options early in life and in this process utilize available tax benefits better.

Portfolio Management

Safety of invested capital is of high priority to us. We manage investments by selecting funds, managers, and securities with great care.  The investment portfolio is tailored to client needs as dictated by her financial plan.  Our goal is to enhance tax optimized and risk-adjusted returns.

Tax Advice

Are you a successful businessman at a late-stage in your life worried by succession planning and tax consequences of bequeathing wealth? Are you a top executive looking to optimize total return (salary plus capital gain) from an investment tax perspective? Do talk to us.

CapAdvisors offers business solutions to Start-ups and small businesses

Are you looking to start up a business? Then, we can help you in setting up legal entities to suit your needs

  • Appropriate legal structure
  • Business planning and financing
  • Set up appropriate and efficient financial reporting systems
  • Complete support relating to regulatory compliances – Company Law, GST, and State Laws

CapAdvisors offers strategic-CFO solutions to mid-size businesses

Are you a midsize business aiming for the big league? Do you find existing financial reporting, information systems, organization structure and other internal structures stifling?

  • Implement best practices in end-to-end cost and financial reporting systems
  • Implement P&L systems for business units
  • Liaise with external agencies / financial institutions for fundraising

Let us help you!