A Legacy of Trust, Built on Discipline.
Beyond Wealth Management - Financial Sovereignty.
To simplify the complexities of global finance, empowering our clients with the clarity and discipline needed to achieve true financial independence and peace of mind.
Our Value to You
We provide the strategic framework and emotional fortitude required to navigate global markets over decades, not days.
Strategic Architecture
We help you define clear financial milestones, craft a robust long-term goal-based plan and build a personalised portfolio designed specifically to fund your aspirations.
Behavioural Coaching
The real challenge isn’t building the plan - it’s sticking to it. We coach you to stay the course through all market cycles, economic headlines, fads and fears.
The Discipline of Time
We don’t chase tops and bottoms. We believe time in the market beats timing the market. Compounding is a marathon, not a sprint.
What We Avoid
Integrity in wealth management is defined as much by what we refuse to do as by what we offer.
No Market Timing
We reject the volatility of chasing market entry and exit points in favour of disciplined holding.
No Portfolio Churning
We do not reshuffle portfolios to chase trends. We believe unnecessary activity causes more harm than good.
No Gimmicks
We don’t promise overnight wealth. We ignore fads and get-rich-quick schemes that compromise long-term capital.
Our Philosophy
Principles over Profits.
Client-First, Always
Your interests are our utmost priority. We maintain a deep commitment to transparency and long-term partnership.
Advice We Personally Follow
We only suggest what we do ourselves. If it’s not good enough for our personal portfolios, it’s not good enough for yours.
Educate & Empower
Our mission is to simplify finance. We provide the knowledge required so you feel confident and in control of every decision.
Data Confidentiality
Your information stays secure. We respect your privacy and treat your data with the highest degree of institutional care.
Financial Freedom for Life
We aren’t just building wealth - we’re guiding you towards true financial independence and lasting peace of mind.
Meet Your Advisor
Neha Saggar
Certified Financial Planner (CFP)
MBA (Finance), Economic Hons.
With over 16 years of experience in the financial industry, Neha has built a reputation for delivering exceptional results to her clients. She is a passionate advocate for financial literacy and is committed to helping her clients achieve their financial goals.
Client Perspectives
"Capitalis brought a structure to our scattered investments that we didn't know we needed. The cross-border expertise was invaluable for our family's wealth."
Priya & Arjun K.
Sydney, Australia
"Finally, advice that isn't just about selling a product. The focus on long-term family goals and risk mitigation gave us true peace of mind."
Dr. S. Mehta
New Delhi, India