About Us
Jignesh Harshadrai Shah (SEBI Registered Investment Advisor – RIA) provides Investment Advisory Services for long-term wealth building.
With over 25 years of experience in wealth management, Jignesh Harshadrai Shah is a Chartered Accountant (CA) and CFA Charter Holder specializing in growing and preserving wealth for High Net-Worth Individuals (HNIs), corporate executives, and business owners.
He has worked in areas of discretionary portfolio management, equity research, and strategic asset allocation, covering products like direct equities, fixed income, mutual funds, structured products, real estate, and tax-advantaged solutions. Jignesh has worked with both banking and non-banking institutions, leading teams to create tailored strategies for private clients. He also collaborates with investment banking teams on fundraising and M&A activities, helping clients make informed, optimal financial decisions.
At Capital Advisors, we are committed to providing high-quality wealth management that drives long-term success for clients.
SEBI Registration Number is: INA000000789 dated 2-Jan-2014.
Services
At Capital Advisors, we specialize in delivering personalized financial solutions that empower you to achieve your goals and secure your future. Our Financial Advisory services are designed to address your unique needs, whether you are planning for retirement, growing your wealth or managing your business finances.
Wealth Management and Investment Advisory
Our tailored strategies ensure your wealth is optimized. We consider six parameters of risk, return, liquidity, time horizon, taxation and succession while making investment decisions. We advise optimizing returns through a diversified portfolio across equities, bonds, mutual funds, and alternative investments.
Retirement Planning
Secure your golden years with comprehensive retirement plans that account for inflation, lifestyle changes and unforeseen expenses.
Tax Planning
Minimize tax liabilities while staying compliant with laws through proactive strategies and year-round support.
Estate and Succession Planning
Ensure a smooth transfer of wealth with structured estate planning, wills, and trusts to preserve your legacy.
Liquidity Management
Navigate and optimize your liabilities to achieve financial freedom while considering your liquidity requirements.
Why Choose Us?
Customized Solutions:
Every financial journey is different. We create bespoke plans tailored to your objectives and challenges.
Expert Advisor:
Our years of expertise and insights to the table, ensure sound and actionable advice.
Holistic Approach:
We focus on a comprehensive view of your finances, integrating income, investments, and expenses for long-term sustainability.
Transparent Communication:
Our commitment to clarity and honesty means you’ll always understand your financial options and decisions.
How can we help you?
As SEBI-registered Investment Advisor (RIAs), we put your best interests first—no commissions, no hidden agendas. Our advice is 100% independent and unbiased because we only get paid by you.
We dive deep into the market to create customized investment strategies like Buy and Hold, Diversification, and Rupee Cost Averaging, always recommending the best zero-commission or low-cost products for you.
Every client is different, so we tailor your portfolio to fit your goals and needs. We work exclusively with clients who align with our philosophy, ensuring you get personalized, conflict-free advice that helps you reach your financial dreams.
Our philosophy is simple: we aim to grow your wealth while keeping a strong focus on preservation and capital protection. It's all about building your financial future with a balanced approach that ensures both growth and security.
Risk profiling, Agreement & investor Charter
Articles and Blogs
Have been published in multiple publications: Economic Times, Business Standard, DNA Money, The Hindu/ Business-line, CNBC, CNBC Awaaz, NDTV Profit, CBS Marketwatch, Bloomberg, Reuters and so on.
Take the First Step Towards Financial Growth
At Capital Advisors, we’re here to guide you every step of the way. Contact us today to discuss how we can help you build a brighter financial future.
Important Info
Name:Jigneshharshadrai Shah
SEBI Registration No: Individual RIA- INA000000789 (valid till cancelled)
BASL Membership ID: BASL1280
SEBI Registered Office:308, Vimal society, Banganga, Walkeshwar, Mumbai, 400006
Corresponding SEBI Office:
SEBI Bhavan
Plot No. C4 – A, ‘G’ Block,
Bandra – Kurla Complex,
Bandra (East),
Mumbai – 400051,
Tel: +91-22-26449000 / 40459000
Contact Info
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Email:
jshah@capital-advisors.in
mail@capital-advisors.in
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Mob No:
+91 9820296989
+91 7977784199
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Time:
Mon –Fri: 10:00am – 6:00pm
© 2025 Capital Advisor. All Rights Reserved.
Disclaimer
Investments in the Securities Market are subject to market risks. Read all the market related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from NISM in no-way guarantees the performance of the intermediary or provide any assurance of returns to the investors.
The information is only for consumption by the client and such material should not be redistributed.
The securities quoted in this correspondence/communication are for illustration only and are not recommendatory.