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Capital Advisors

Capital Advisors

Principal Advisor: Jignesh H Shah

SEBI RIA REG NO: INA000017621

Mumbai, Maharashtra

Jignesh H Shah is a family office expert with over 25 years of experience serving ultra-high-net-worth families and business dynasties.

Family OfficeSuccession PlanningWealth Management
Meet Capital Advisors

Comprehensive wealth management for business families

Services Offered

Family Office Services

Comprehensive financial and administrative services for business families.

Succession Planning

Business succession planning and family wealth transfer strategies.

Alternative Investments

Access to private equity, real estate, and other alternative investment opportunities.

Philanthropy Planning

Strategic planning for charitable giving and foundation management.

About Capital Advisors

Jignesh H Shah provides comprehensive wealth management services for business families and ultra-high-net-worth individuals. We handle everything from investment management to succession planning.

Client Testimonials

Jignesh H Shah's family office services have streamlined all our financial affairs.

Rajesh Agarwal

Business Family

Excellent succession planning that ensured smooth business transition.

Priya Kapoor

Family Business Owner

She understands the complexities of family wealth like no other.

Vikram Singh

Ultra HNI

Frequently Asked Questions

What is a family office?

A family office provides comprehensive financial and administrative services for wealthy families, including investment management, tax planning, and succession planning.

When do I need succession planning?

Succession planning should start early, ideally when the business is stable and you want to ensure smooth transition to the next generation.

What are alternative investments?

Non-traditional investments like private equity, real estate, and structured products that can enhance portfolio returns and diversification.

Our vision is to help bring about a world that confidently makes smart financial decisions.
Office Address: 5th Floor, MIT TBI, Kashyap Building, MIT WPU Campus, Rambaug Colony, Kothrud, Pune, Maharashtra 411038
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