"Your trusted partner in financial planning. We offer personalized solutions tailored to your goals — from investments and tax planning to retirement and wealth management."
We are professional financial planners dedicated to helping individuals and businesses achieve their financial goals with confidence. With a client-centric approach, we offer customized solutions in investment planning, tax strategy, retirement planning, and wealth management. Our mission is to simplify your financial journey and build a secure future.
Our Services
We provide a wide range of financial services including investment planning, tax optimization, retirement solutions, insurance planning, and wealth management. Each service is tailored to meet your unique needs and long-term goals.
Income Tax
GST
Mutual Fund
Life Insurance
Health Insurance
SIP, STP, SWP
D-mat services
PMS/AIF
About Me
Helping you make smart financial choices is what I do best. As a financial planner
I am a qualified and experienced financial planner committed to guiding individuals, families, and businesses towards financial stability and growth. With a strong background in Income Tax, GST, Mutual Funds, SIPs, Life and Health Insurance, D-Mat accounts, PMS, and AIFs, I offer end-to-end financial solutions tailored to each client’s unique needs.
My approach is rooted in trust, transparency, and long-term relationships. I believe in simplifying complex financial matters and providing clear, actionable advice that helps my clients make confident financial decisions. Whether you’re planning for retirement, wealth creation, or tax efficiency, I am here to support you at every step of your financial journey.
Why Choose Yash Capital as Your Financial Partner?
At Yash Capital, we go beyond traditional financial and tax planning to provide personalized, results-driven solutions tailored to your unique goals and needs. Here’s why we are the trusted choice for individuals and businesses:
Our Clients Speak!
We’re proud to have earned the trust of clients who see us not just as advisors, but as partners in their financial journey. Their kind words and continued loyalty are the heart of our success.
Call For Bookings and Appointments
To schedule an appointment or make a booking, please contact us directly. Our team is committed to providing prompt, personalized assistance to ensure a seamless experience. We look forward to serving you with the highest standards of professionalism and care.