The whole balance sheet. One team.

Capius Wealth advises your company's capital and your personal wealth together: 60+ products across six asset categories, from mutual funds to pre-IPO allocations to private credit. Built by practitioners with 80+ years of combined experience across CA, CFA and private banking.

The case for starting now ₹10 lakh at 12% a year, over 20 years (illustrative)

Offerings Select a category · 60+ products

Why Capius

Why one team, and not five specialists?

Because your business's debt, your equity portfolio, your insurance and your estate are one balance sheet. Here is how that works in practice, in four steps.

First, we map everything.

Business debt, personal portfolio, insurance, the family trust: one clear view of everything you own and owe. Most clients see it together for the first time.

Then, one plan. Not five.

No more silos between your CA, your banker and your advisor. Six asset categories, weighted for your life, your business and your taxes.

We put it to work.

From index funds to pre-IPO and private credit: 60+ products with institutional access and zero product pushing.

And we keep watching.

A live health score on your holdings, tax signals when they matter, and a human who calls you before you have to call us.

Run by practitioners with 80+ combined years across CA, CFA and private banking. Mumbai expertise, on the ground in Gujarat.