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(2025) - Future Vision: 2025 and Beyond
- Aspires to serve 2,000+ families while maintaining a high standard of personalized service.
- Committed to introducing innovative financial products and leveraging technology to enhance client experience.
- Focused on empowering clients with knowledge and tools to achieve long-term financial freedom and security.
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(2024) - Focus on Comprehensive Growth
- Diversified offerings to include more goal-based planning services, such as Kids’ Education Planning and Marriage Planning.
- Strengthened relationships with clients through continuous education and personalized financial solutions.
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(2024) - Strengthening Client Relationships
- Reached the milestone of serving 1,000 families, a testament to the trust, dedication, and quality of services provided by Yash Capital.
- Expanded the team to include specialists in financial products and taxation, ensuring expert guidance for every client.
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(2020) - Celebrating a Decade of Success
- Marked 10 years of operations, having served over 500 families with customized financial planning and tax solutions.
- Enhanced digital capabilities for smoother client interactions and better financial management tools.
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(2018) - Advancing Investment Solutions
Expanded product offerings to include Portfolio Management Services (PMS) and Alternative Investment Funds (AIF), catering to high-net-worth individuals (HNIs) seeking specialized investment strategies.
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(2017) - Diversification of Financial Products
- Launched services for Demat Account Opening and trading in stocks, enabling clients to participate in equity markets effortlessly.
- Introduced Mutual Funds and Systematic Investment Plans (SIP), offering diversified investment opportunities for long-term wealth creation.
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(2015) - Reaching the First Milestone
Successfully managed financial portfolios for 100 families, marking a significant achievement in building trust and delivering results.
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(2012) - Expanded Services Portfolio
Introduced Financial Planning Services, including Investment Planning, Insurance Planning, and Retirement Planning, to meet growing client demands for holistic financial strategies.
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(2010) - Founding Year
- Yash Capital was established, with a mission to provide trusted financial and tax planning services to individuals and businesses.
- Initial focus on Income Tax Filing, Accounting Services, and GST Registration (previously known as Service Tax and VAT), laying the foundation for comprehensive financial solutions.
