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Empower Your Financial Future

About Us
We provide comprehensive financial planning and investment advisory services to help individuals and businesses achieve their long-term financial goals
Financial Planning
Goal Based Investing
Insurance Planning
Money & Children
Retirement Planning
Succession Planning

How are we Different?

Holistic Financial & Insurance Planning

Holistic Financial & Insurance Planning

We help set your financial life in order by streamlining your investment as well as insurance needs. We focus on a Customized and Personalized 360° Holistic plan to meet your Financial Goals

Active Management

Active Portfolio Management

We conduct deep research and periodic review of your Investments to ensure money is invested in Benchmark beating schemes. We research across asset classes to get you the best of investment products

Tailored Client Solutions

Tailored Client Solutions

Our personalized Client Care approach is focused on aligning your investment objectives and risk tolerance with the right financial products. 

Meet the Founders

Hemant Shah - CFP 

Nishant Parikh - CA, CFA 

Client Testimonials

Client - Trilok Barot

Trilok Barot

Entreprenuer

"Being an Entrepreneur, I understand the importance of having a solid financial plan, but managing it all—especially in the unpredictable Indian stock market—can be a challenge. That's where Hemant and Nishant have been a game-changer for me and my family.

From medical and term insurance to tailored investment strategies for each member of the family, they’ve taken a holistic approach that gives us peace of mind for the future. Their expertise, attention to detail, and genuine care for our financial well-being have made all the difference. I feel confident that my family is well-protected and that we’re on the right path to secure financial growth"

Client - Chintan Buch

Chintan Buch

Engineer, AMD, Inc

"Managing my investments back in India always felt like a complex task. However, since partnering with Nishant, that has completely changed. Nishant has a strong knowledge of the Indian market and he has been incredibly helpful in understanding my financial goals and risk appetite, taking into account my US exposure as well. I now have peace of mind knowing my financial future in India is in capable hands. I highly recommend their services to any NRI looking for reliable and insightful mutual fund advice."

Client - Heeta and Jesal

Heeta Ganjawalla

CEO - Silverspun Brand Solutions

Jesal Ganjawalla

VP, Zonal Head West, IndusInd Bank

"Elevate Capital Services has been instrumental in helping my husband and me chart the right investment path for our daughter’s future. As parents to a toddler, Nishant & Hemant took the time to understand our goals and provided tailored strategies that give us confidence in securing our child's financial well-being. They have not only helped navigate the complexities of selecting from the huge pool of mutual funds, but helped with the right  insurance products. We’ve made informed investments and have peace of mind knowing that we are on the right path to securing our daughter’s future"

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