Your 360° Financial Advisor & Portfolio Management Solutions

At Capital Edge, we do not simply manage money; we craft financial legacies. We are your trusted 360° financial advisor, designed to understand you, empower you and elevate your financial experiences, through strategy, innovation and heart.

With a philosophy rooted in personalisation and a track record of 6000+ Cr disbursed capital, we provide personal finance management solutions built around you, not the market trend or a template, just you.

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₹ 1000Cr+

Home Loan Disbursed

₹ 300Cr+

Personal Loan Disbursed

₹ 5000Cr+

SMEs Loan Disbursed

3000+

Happy Clients

We Stand Out

Capital Edge extends itself beyond being just a financial services provider. We deliver clarity, confidence and bespoke strategy, curating solutions specifically tailored to your success vision. We have taken the traditional advisory model to the next level with your needs being our focal point.

Having years of experience, enormous industry insights and an unparalleled commitment to client-first service, we transform complex financial problems into solutions that suit your lifestyle and objectives.

From lending and insurance to investments, real estate, and tax support, our team of professional financial solutions advisors ensures that every offering is tailored and outcome-driven. Our history speaks volumes by itself with thousands of satisfied clients and Crores in value created.

Our Expertise

Capital Edge assists clients in building wealth, securing assets, and navigating complicated financial decisions with 360° financial expertise and precision. Each solution is strategically designed to fit the personal goals, business growth and long-run financial well-being.

Banking & Financing

Whether it is personal and home loans or funding large-scale SME financing, we provide smart and flexible lending options that empower individuals and businesses. As a trusted financial solutions service provider, we make sure that each rupee spent works efficiently.

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Insurance Solutions

We guard what concerns you the most. Our tailor-made insurance facilities (life, health, or asset-based) are designed to help you manage uncertainties with confidence and clarity.

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Portfolio Management

Your wealth deserves more than just routine handling. As a strategic portfolio management company, we specialise in long-term value creation, balancing risk and reward with your goals in mind.

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Mergers & Acquisitions

Our trained M&A professionals help you establish synergy, scalability and growth with complete end-to-end guidance for restructuring or expansion.

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Real Estate Advisory

At Capital Edge, we believe that real estate is the bedrock of wealth, more than just an asset. But building and managing a portfolio of properties needs more than just ownership. It needs careful planning, foresight, and right guidance.

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Tax & Compliance Advisory

Tax compliance used to be about filing returns on time. But today, in this competitive environment of regulations, it's about ensuring a financial framework that aligns with current laws, is risk-mitigated, and optimised for long-term growth. Capital Edge offers a synthesis of technical competence, industry insight, and proactive advisory to deliver expert Tax Compliance Services, helping businesses, high-net-worth individuals, and expatriates stay ahead.

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What Gives Us The Edge

Capital Edge redefines finance with custom-built strategies tailored to your unique vision. Employing cutting-edge technology, data intelligence, and purpose-driven lending to meet ever-changing requirements, Capital Edge uses a client-first approach by ensuring solutions that are personal, transparent, and long-term. We’re your trusted strategic partner for forging a stronger financial future.

Bespoke Financial Strategies

We don’t believe in templates. We plan from scratch to define your vision. Our personal finance management solutions are purposefully aligned to your life, aspirations, and future.

Innovation-Driven Approach

As a far-sighted financial service provider, we use market intelligence and innovative tools to forecast risks and seize opportunities in real time.

Strategic Lending Solutions

We structure capital access with intent. Expansion, debt restructuring, or personal milestones; our lending options are tailored to fulfil your strategic interests.

Client-Centric Philosophy

We are your irreplaceable ally for every financial matter, now and forever. Our approach is based on long-term partnerships, trust, and transparency, ensuring your journey is as successful as your destination.

Our Financial Partners

TESTIMONIALS

I never travel without Capital Edge's travel insurance. It's saved me from unexpected expenses more than once. Their plans are pocket-friendly, and their customer service is top-notch.

Maheshwari P

Travel Enthusiast

Securing capital for my startup has become feasible with Capital Edge's business loans. They understood my requirements and provided the funding I needed to turn it into reality. Their support has been helpful in my success.

Kabir G

Startup Entrepreneur

Capital Edge's Auto Insurance has been my trusted partner on the road. Their expert guidance helped me select the ideal auto coverage. Their lightning-fast claims process and outstanding customer service not only put my mind at ease but also make me feel secure

Debolina C

Daily Commuter

Capital Edge made my dream of homeownership a reality. Their flexible home loan options and rates made the process smooth and affordable as well.

Sidhartha T

Homeowner

I've been with Capital Edge for a long time, and they always give me great advice about where to put my money. They really try hard to understand what I want to do with savings, and their smart ideas have helped my savings grow a lot.

Dev R

Individual Investor

Your 360° Financial Advisor & Portfolio Management Solutions

Banking And Financing

Insurances