About Yash Capital

The Range of Services offered by Yash Capital

About Yash Capital

At Yash Capital, we empower individuals, families, and businesses to take control of their financial future with confidence, clarity, and expert guidance. With over a decade of experience in financial planning, tax strategy, and wealth management, we specialize in solving the most pressing concerns of modern investors and professionals.

Many of our clients come to us feeling overwhelmed—unsure of how to save taxes effectively, invest wisely, or plan for their family’s future. That’s where we come in. We simplify the financial journey with strategic, customized solutions that address real challenges:

Smart Tax Planning: Most people miss out on legal deductions and tax-saving instruments like ELSS, NPS, or optimized HRA structures. We help you unlock these benefits and minimize tax liabilities through proactive planning and precise filing.

Low-Risk, High-Efficiency Investments: Confused by mutual funds, PMS, AIFs, real estate, and more? We cut through the noise to craft portfolios that match your risk profile and deliver steady, long-term returns.

Right Insurance, Real Protection: Mixing insurance with investment can leave you underinsured. We guide you in choosing the right coverage for life, health, and critical illnesses—clearly explained and fully aligned with your needs.

Goal-Based Planning for Children’s Future: Whether planning for your child’s education in India or abroad or preparing for their wedding, we help you project future costs, combat inflation, and invest with purpose using the right instruments.

Retire Early, Retire Right: Many delay retirement planning or ignore rising costs and healthcare expenses. We build strategies that secure your lifestyle and dreams—on your terms and your timeline.

Our Services Include:

• Tax Planning & Filing: Ensure compliance while legally minimizing taxes.

• GST Registration & Compliance: Streamline your business operations with full legal adherence.

• Company Registration: From documentation to registration, we make your startup journey seamless.

• Insurance Planning: Comprehensive cover without confusion—tailored to protect your future.

• Investment Planning: Personalized asset allocation across stocks, mutual funds, and AIFs.

• Accounting Services: Clean, accurate, and timely books to keep your finances in order.

• Portfolio Management Services (PMS): Professionally managed investments with performance focus.

• Demat Account Opening: Easy access to equity markets with complete onboarding support.

At Yash Capital, we go beyond standard advisory. We build trusted partnerships that last a lifetime—helping you navigate complexities, reduce risk, and grow your wealth responsibly.

Start your journey to financial freedom today. Let’s plan your success—together.