Vault Capital — Strategic Wealth Management
Data-driven financial guidance from seasoned professionals. Clarity, confidence, and compounding growth for every stage of your journey.
Book a ConsultationRegistered & Regulated
Years of Experience
Families Served
Crore AUM
Client Retention Rate
WHAT WE DO
Our Services
We use technology-driven insights to build clear, data-backed strategies — so you can make confident financial decisions.
Wealth Planning
Personalised investment strategies — mutual funds, equities, fixed income — aligned with your risk profile and goals.
Portfolio Management
Active portfolio monitoring, rebalancing, and tax-loss harvesting to maximise long-term returns.
Retirement & Tax Advisory
Comprehensive retirement planning, NPS optimisation, and tax-efficient structuring under Indian tax laws.
ABOUT US
Clarity-First Financial Guidance
At Vault Capital, we believe financial advice should be both effective and easy to understand. Founded in Mumbai in 2005, our team of SEBI-registered advisors and certified financial planners combines deep market expertise with modern technology.
Our goal is simple — to provide the guidance you need to make confident decisions about your money, whether you’re building wealth, planning for retirement, or protecting what you’ve earned.
WHY CHOOSE US
The Advantage of Clarity
This is how our approach benefits you
Transparent Reporting
Real-time dashboards and quarterly reviews — you always know exactly where your money is and how it's performing.
Efficient Planning
Our technology streamlines analysis and removes guesswork, saving you time while improving accuracy.
Dedicated Advisor
A single point of contact who knows your portfolio inside out — no call centres, no runaround.
CLIENT STORIES
Hear from Our Clients
“Vault Capital helped us plan our retirement five years ahead of schedule. Their approach was methodical and transparent — we always knew exactly what was happening with our investments.”
Rajesh & Sunita Mehta
Retired Couple, Mumbai
“As a doctor with no time for finance, I needed someone I could trust completely. They built a portfolio that has outperformed my previous advisor by a significant margin. Highly recommend.”
Dr. Ananya Iyer
Senior Surgeon, Bengaluru
“The tax-saving strategies alone paid for their fees many times over. Their team is responsive, knowledgeable, and genuinely invested in my family's financial wellbeing.”
Vikram Choudhary
Business Owner, Pune
“I started with a modest SIP and they helped me grow it into a substantial corpus. Their quarterly reviews are thorough and they always explain things in plain language.”
Priya Nair
IT Manager, Hyderabad
LEADERSHIP
Meet Your Financial Partners
A team of certified professionals with deep market experience and a shared commitment to your goals.
Arjun Deshmukh, CFP
Founder & Chief Investment Officer
20+ years in wealth management. Previously VP at HDFC Securities. SEBI-registered investment advisor.
Kavita Rao, CFA
Head of Research & Strategy
CFA charterholder with 15 years in equity research. Leads our data-driven investment models.
Nikhil Sharma, CA
Tax & Compliance Director
Chartered Accountant specialising in NRI taxation, estate planning, and regulatory compliance.
FAQ
Common Questions
LET'S TALK
Book a Consultation
Market Insights
Monthly commentary on markets, tax changes, and investment opportunities — written in plain language for busy professionals.
Office Hours
| MondayToday | 9:30 AM - 6:30 PM |
| Tuesday | 9:30 AM - 6:30 PM |
| Wednesday | 9:30 AM - 6:30 PM |
| Thursday | 9:30 AM - 6:30 PM |
| Friday | 9:30 AM - 6:30 PM |
| Saturday | 10:00 AM - 2:00 PM |
| Sunday | Closed |