Welcome to Yash Capital
Certified Financial Planner™
Professional Introduction
Navigating India's Financial Landscape with Unparalleled Expertise. As a Certified Financial Planner™ at the helm of Yash Capital, a premier wealth management firm based in Delhi NCR since 2010, I bring over a decade of dedicated experience in transforming the financial futures of families throughout India. My commitment is to provide discerning investors with sophisticated, institutional-caliber financial strategies, expertly customized to the Indian context, encompassing everything from strategic investments and tax optimization to securing your family's long-term aspirations.
My approach transcends conventional financial planning. At Yash Capital, every client engagement begins with in-depth discovery sessions designed to understand not just your financial data, but the core values and aspirations that define success for you and your family. This deep understanding allows me to construct truly personalized strategies across key areas:
Strategic Investment Management:
Strategic asset allocation optimized for Indian market dynamics
Direct equity portfolio construction and management
Mutual fund selection and SIP strategy formulation
Alternative investment opportunities (REITs, AIFs, PMS)
Proactive Tax Optimization:
Income tax planning and filing
Capital gains tax minimization strategies
Section 80C-80U deduction maximization
HUF formation and management
Comprehensive Life Goal Planning:
Children's education funding (domestic and international)
Marriage expense preparation
Property acquisition strategies
International vacation planning
Secure Retirement Architecture:
National Pension System (NPS) optimization
Employee Provident Fund (EPF) and Public Provident Fund (PPF) integration
Annuity and pension plan evaluation
Retirement corpus sustainability analysis
Robust Risk Management:
Term insurance coverage optimization
Health insurance portfolio design
Critical illness and disability protection
Professional indemnity solutions
Strategic Estate Planning:
Will creation and registration
Trust formation and administration
Succession planning for family businesses
Intergenerational wealth transfer
My methodology combines cutting-edge financial modeling with a deeply personalized approach that respects the unique cultural and familial considerations of the Indian financial landscape. Each client engagement begins with comprehensive discovery sessions that uncover not just financial data, but the values and aspirations that define success for you.
At Yash Capital, we maintain an exclusive client base to ensure the highest standards of service excellence and personalized attention. I invite you to experience the difference that truly elite financial planning can make in achieving your most ambitious life goals.
