Financial
Confidence.
For every milestone of your life.
Personalized financial planning and investment solutions.
Built around your goals, Focused on your future.
PLAN TODAY FOR
Life's Important Milestones
Because financial planning should begin with the life you want to build
Education
Home
Marriage
Children
Retirement
Legacy
OUR SERVICES
We Build Comprehensive Solutions,
Tailored Around You
Goal based Investment Planning
Goal-based investment strategies aligned to your life goals and risk profile.
Wealth & Asset Management
Curated portfolios designed to grow and protect your wealth over time.
Insurance & Risk Planning
Protect what matters most with the right insurance and risk solutions
Tax &
Estate Planning
Tax-efficient strategies and succession planning for long-term peace of mind
OUR DIFFERENTIATED APPROACH
Our Advice Starts with Your Life,
not a Product.
Milestone-First Planning
We begin with your goals — education, home, retirement and legacy — then build the right financial strategy.
Holistic Approach
Investments, insurance, tax and succession planning come together in one integrated plan.
Ongoing Partnership
We review, refine and rebalance your plan as your life, market conditions and priorities evolve.
OUR FOUNDATION IS BUILT ON
Experience. Integrity. Commitment.
Get trusted guidance from professionals who understand both wealth creation and long-term financial protection.
Hemant Shah
CFP | Partner
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Hemant Shah has 25 years+ of experience as an Insurance Advisor & 15+ as a stock broker. He is a 11-time MDRT qualifier and is in the top 0.3% Insurance Advisors in India. He has been advising clients on Financial Planning, Retirement and Succession Planning for the past 20+ Years
Nishant Parikh
CA, CFA | Partner
Nishant Parikh has been working for 15+ years in the financial services space spanning across Stock Trading, Investment Strategy and Tax Advisory. Prior to Elevate Capital, he advised PEs & AIFs as part of the Financial Services team at PricewaterhouseCoopers (PWC)
CLIENT STORIES
We are Trusted by Families Like Yours
"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 & 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"
Trilok Barot
Business Owner
"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 highly recommend their services to any NRI looking for reliable and insightful mutual fund advice"
Chintan Buch
Engineer, AMD Inc
"We started investing with Elevate Capital Services in December 2024. Despite the challenging market environment that followed, our portfolio has delivered mid-teen returns, while the NIFTY and SENSEX have remained largely flat. Nishant’s deep research, disciplined approach and ability to identify the right Mutual Fund schemes have added tremendous value to our financial journey"
