Welcome to Yash Capital
The Range of Services offered by Yash Capital
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.
Years Of Experience
Awards Received
Project Complete
MF Portfolio Complete
Why Choose Us
The right financial advisor can turn uncertainty into clarity and ambition into achievement. At Yash Capital, we do more than manage numbers—we empower lives with strategic, personalized financial solutions. Discover why individuals, families, and entrepreneurs worldwide trust us to guide them toward a secure and prosperous future:
1. Strategic Solutions, Not Generic Advice
Our clients face real-world financial challenges—ranging from high tax liabilities and inadequate insurance coverage to investment confusion and unclear retirement planning. We don’t just advise; we solve. Every solution is tailored to your specific situation, ensuring precise, effective outcomes.
2. Experts in Tax Optimization
We specialize in helping you minimize taxes legally through strategic planning. Whether it’s maximizing deductions, optimizing salary structures, or leveraging tax-efficient instruments like ELSS and NPS—we ensure more of your hard-earned money works for you, within full compliance.
3. Simplicity in a Complex Financial World
Navigating mutual funds, PMS, AIFs, and other financial instruments can be overwhelming. We provide clear, unbiased guidance, helping you choose options that align with your goals, risk appetite, and investment horizon.
4. Insurance That Works for You
Many clients unknowingly remain underinsured or purchase unsuitable policies. We ensure you have comprehensive, need-based health and life insurance, free from hidden clauses, so you and your loved ones are truly protected.
5. Life-Centric, Goal-Oriented Planning
From funding your child’s education abroad or planning a dream retirement, we develop future-ready financial strategies tailored to your aspirations, accounting for inflation and changing life circumstances.
6. Comprehensive Financial Services, All in One Place
Yash Capital offers end-to-end solutions—including tax filing, GST compliance, investment advisory, portfolio management, and Demat services—under one trusted roof, saving you time and effort.
7. Personalized, Transparent Approach
We reject one-size-fits-all models. Our team takes the time to understand your personal and professional financial landscape, delivering bespoke strategies with complete transparency. Every recommendation is explained, so you are always informed.
8. Proven Experience and Trusted Results
With over a decade of experience serving professionals, business owners, and HNIs, our track record of trust and consistent results speaks for itself. Clients rely on us for integrity, commitment, and performance.
9. Ongoing Support and Financial Education
Our relationship extends beyond planning. We provide continuous support, keeping you informed about market trends, regulatory updates, and financial opportunities. You’re never left behind.
10. Your Goals Drive Our Purpose
At Yash Capital, your success is our mission. We are dedicated to simplifying, optimizing, and aligning your financial life with your dreams—delivering peace of mind every step of the way.
Start Strong. Grow Smarter. Retire Confidently.
Partner with Yash Capital and experience client-first, expert-driven financial guidance. Let us help you build a secure, prosperous, and well-planned future.
