SERVICES

Financial Planning for Young Professionals

As you start your career, we’ll help you create your financial goals, start a healthy investing habit and coach you to stay out of debt and manage your taxes.

Financial Planning for Married Couples

As responsibilities increase, financial goals will change. We’ll help you get the right insurance cover, create an emergency fund, as well as help in raising funds for purchasing your first house, car, etc

Financial Planning for Young Parents

At this stage, we’ll help you to plan on retiring some of the old loans and start investing for your children’s education. Further, planning for retirement goals and estate planning also become crucial

Financial Planning for Pre-Retirees

For the Pre-Retirees, we’ll advise you on paying off the mortgage and giving the final push to raise funds to match retirement goals. You’ll be helping your adult children gain a foothold in life without compromising on your own needs.

Financial Planning for Retired

We’ll help you transition from a full time employment to a retired life style without causing unnecessary drag on your finances. We’ll help minimize taxes and managing risks to ensure that your income lasts.

MEET THE COACH

Personal Finance Coach at Capitalworx.in

About Me

Hi, thanks for taking time to visit my website.

I am Samson – Personal Finance Coach & Co-Founder at Capitalworx Advisers

I have two women in my life. My wife, Gifty and my lovely daughter, Sheba.

Since I did my MBA (Finance), I have had the privilege of working in various capacities in the financial field. The most recent stint was with ICICI Bank.

The entrepreneurial bug bit me around 8 years back. Since then I have been involved in a number of ventures, both commercial and charitable. Never looked back. Struggles have been and still are a part of life. But you never grow unless you learn to wriggle out of the struggle, successfully.

Capitalworx is my newest baby.

It is great to return back to personal finance advisory, something that has always been close to my heart. I experience great joy when I help a friend build up their finance and investments bit by bit in a systematic and methodical manner. The greatest achievement in this process is that there is no more financial insecurity or anxiety.

I hope to achieve that for all my clients.

My Investment Philosophy

My investment philosophy at Capitalworx is not based on commissions I receive (you’ll know this easily when you meet me). I carefully research the plethora of mutual fund plans available in the market and recommend the best combination of risk and return that works for you.

My Investment Strategy

My recommendations also consider your risk appetite and your pre-identified financial goals.

I call this the I.D.E.A.S strategy of investing.

I –  Identify your goals
D – Determine time available
E – Estimate the funds needed
A – Assess your risk-taking capacity
S – Start Now

I believe Equity is the best asset class in terms of consistent higher returns over the long term. And the best way to get exposure to Equity is through a mutual fund. And further the best way to get into a mutual fund is through a systematic investment plan (SIP). And that is what, I suggest to all my clients.

According to the I.D.E.A.S strategy outlined above, I will link your investments to your goals and thereby take out almost all of the uncertainty in your investment decisions.

Connect

You can send me a message through the contact form below or get in touch through email / phone. I will provide you with IDEAS suited to your profile and financial goals.

If you are still not sure what you are going to get, you can request for a Sample Financial Plan.

I will promptly email it to you.

 

Thanks again,

Samson

DON'T JUST TAKE MY WORD !

The Bible promises that God would restore the ‘years that the locusts have eaten’. As a bachelor and then a newly married man, certain financial indiscipline that I carried resulted in me making mistakes. Not that I was in any distress, but it seemed I had lost those precious years of early earning that could have been judiciously put to use.

Enter Capitalworx.

In the last one year or so, it is as if the lost years have been restored. Not only did they reshape and sharpen some of my financial disciplines as a mentor would, but also propelled us in goal achievement. For instance, no sooner did we set a goal to buy a house than we were able to achieve within the first 12 months of having begun our journey with Capitalworx.  I would definitely recommend Capitalworx not only as mere financial planners but also as mentors who journey with you and help you shape financial ideals for a healthy, balanced and a sustained growth.

Vinay Umarji
Vinay Umarji
Sr. Journalist with a leading financial newspaper

Some works in life are best left for the experts to do – financial planning is one of them. Capitalworx has been the saving grace for me. From setting financial goals to defining practical and achievable plans – Capitalworx has helped me see my finances in a different perspective. In hindsight, I feel i was late in approaching them.

With a thorough knowledge about the financial world and a sound mind to complement it – Capitalworx is truly a one-stop solution for all financial needs from tax saving to planning future goals.
Shinod Babu
Shinod Babu
IT Business Analyst

“Savings” and “Investments” are buzzer words to me ever since I started earning. I have never been a wise investor when it came to finance; this always perplexed me of being shortsighted and existential with no thought about the future. That is when I came in contact with the Capitalworx. The advisors here are trustworthy and patient, helping me know and learn the strategies of investments in simple methods. It has been a year now and I feel more secure with Capitalworx. There are many who give advice today on investments, but very few give guidance on it. Capitalworx is one such that nurtures you to be prudent and foreseeing in finance.

Prof Ricky Wilfred
Prof. Ricky Wilfred
Asst Professor - Physics

When it comes to entrusting somebody with my money I feel more secure with Capitalworx Advisers. From no savings at all to small realistic steps of investments, I feel like someone is looking out for my welfare. Capitalworx Advisers worked out a plan that accounts for my age, expectations, and goals. It’s been right on track.

Nitesh Jangir Testimonial for Capitalworx Advisers
Nitesh Jangir
Marketing Professional

Samson who heads, Capitalworx has been my financial advisor for almost a year now and it’s been a great journey thus far. Initially I was given a detailed explanation of how the investments would be planned at Capitalworx. Thereafter, I was given a customized plan as per my requirements and my money was properly divided into various investments wherein; the short term as well as the long term goals are taken care of. The best part is that the lack of finances are not felt as the money is invested in such a way that your monthly/weekly/daily expenses are met without any obstacles. Samson was there at every step guiding me through the SIP`s as well as the other plans and I believe the journey ahead too, will be great one with Capitalworx.

Sudeep Kolhar
Sudeep Kolhar
Engineer - Design

Ask a Question

FAQs

Capitalworx Advisers LLP is a young and enthusiastic organization based in Ahmedabad, Gujarat.
We provide investment and financial advisory services to a growing list of delighted clients.

Our investment philosophy at Capitalworx is not based on commissions we receive. We carefully research the plethora of mutual fund plans available in the market and recommend the best combination of risk and return that works for you.

Our recommendations also consider your risk appetite and your pre-identified financial goals. We call this the I.D.E.A.S strategy of investing.

I – Identify your goals
D – Determine time available
E – Estimate the funds needed
A – Assess your risk-taking capacity
S – Start Now

We believe Equity is the best asset class in terms of consistent higher returns over the long term. And the best way to get exposure to Equity is through a mutual fund. And further the best way to get into a mutual fund is through a systematic investment plan (SIP). And that is what, we suggest to our clients.

According to the I.D.E.A.S strategy outlined above, we link your investments to your goals and thereby take out almost all of the uncertainty in your investment decisions.

Presently, our services are available in Gujarat. Very soon, we’ll start our services all over India.

  • We’ll provide you with personalized investment ideas and we will guide you through the entire process.
  • We’ll provide you with our list of recommended mutual funds considering your risk appetite and pre-identified financial goals.
  • IDEAS / Recommended funds / SIP / Monitoring your portfolio / All these at zero charges

Yes, we do get a commission on the products sold like any other mutual fund distributor. This is why we are able to offer this service at no charges to you.However, what sets us apart is that we focus on our comprehensive research to recommend the best performing funds for you depending on your risk appetite.

You can register using your name (as in PAN card), mobile number and email and we’ll guide you for the remaining steps.

Yes, KYC registration is mandatory for investments as per Indian law.

We have a comprehensive research strategy using which we filter the funds based on their consistency in performance and adherence to investment philosophy.We then match the investment philosphy to your risk profile and recommend the funds which are most suited to you.

SIP is an acronym for Systematic Investment Plan in which you set aside a fixed amount each month for investment. SIP helps you to invest regularly and average out your costs.

Along with the purchase request, you can give a SIP request and a debit mandate to automatically deduct your desired amount from your bank account each month.

You can make payments through cheque or netbanking. You can also set up a debit mandate for electronic clearing every month in case of a SIP.

Rs. 1000/- per month is the minimum investment for SIP and Rs 5000/- for a one time purchase.

You can send me a message through the contact form on this page.
You can also get in touch with me through email / phone (given on this page) and I’ll be glad to schedule an appointment for a one-to-one discussion.

CONNECT

  • Address:
    40, Ashoknagar, Satellite Road, Ahmedabad-15
  • Phone:
    +91-98256 13726
  • E-mail:
    ideas@capitalworx.in