Founder

We Solve Our Clients’ Most Difficult Financial Challenges -

Founder of Capital Advisors, Jignesh Shah, is a Registered Investment Advisor and he helps clients achieve their financial goals through a well thought out wealth management plan on a fee-only basis. We provide wealth management services for a limited number of individuals, families, businesses, trusts, not-for-profits, and retirement plans.

At Capital Advisors, we take a different approach to wealth planning. Our model is consultative, customized, thoughtful and deliberate without conflicts of interest. We focus on achieving goals and managing risk. We see planning as the basis for action, and the foundation of a holistic strategy that incorporates investments, retirement, estate, tax, and financial independence planning.

This young firm is founded by Jignesh Shah, who is qualified Chartered Accountant (5th rank all over India) and CFA charter-holder. He has more than two decades of experience in capital market across various roles viz., Sell-side Equity Analyst, Portfolio Manager, Strategist, Head of Product and Advisory while working with reputed domestic and multi-national organizations like ASK Raymond James, ABN Amro / RBS and Sarasin Alpen India.

Guest lecturer at various educational institutions, he has been extensively quoted in various media / channels.

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