Capwise Financial Services Private Limited is a boutique financial advisory firm based in Bengaluru, India. Founded in 2010, the company is a SEBI Registered Investment Advisor (RIA) dedicated to providing unbiased, need-based financial solutions. Their core mission is to help clients achieve their financial goals through personalized services, including comprehensive financial planning, wealth management, investment advisory, mutual fund distribution, and insurance planning. Capwise focuses on building long-term relationships with clients, including Non-Resident Indians (NRIs), by emphasizing a structured, process-driven approach to financial well-being.

Founded in

India