Invest with a disciplined guide, not the noise.
Goal-based investment planning from a Chartered Accountant with 10+ years in the capital markets. Mutual funds, equity, tax-efficient strategy — a research-driven, fiduciary-style approach for professionals, business owners, and HNIs.
Prefer to start on your own? Register & invest directly →
*Illustrative only. Assumes 12% CAGR with 10% annual SIP step-up. Mutual funds are subject to market risk; actual returns vary. Not a guarantee of returns.
Shubham
- Chartered Accountant (CA)
- CFA Level II cleared
- NISM Certified
- 10+ years of capital-market experience
- Advises salaried professionals, business owners & HNIs
- ₹2 Cr+ managed for 200+ families
A finance professional, not just a distributor.
Shubh Capital is founded by Shubham — a Chartered Accountant who has cleared CFA Level II, is NISM certified, and brings 10+ years of capital-market experience. You're not getting a call centre or a product-pusher; you're getting a qualified professional who combines investment expertise with taxation, compliance, and strategic financial planning.
Every plan is built with a Chartered Accountant's rigour — analytical, numbers-first, and tax-aware — so your investments are structured not just for growth, but for real, post-tax efficiency. It's a research-driven, fiduciary-style approach: your interests first, always.
You get direct access over call and WhatsApp, goal-based planning rather than product-selling, and ongoing portfolio reviews — so you never invest alone.
Talk to Shubham →Credentials that back the advice
Most mutual fund distributors sell products. I bring a Chartered Accountant's rigour, capital-market depth, and a compliance-first, fiduciary-style approach to every rupee you invest.
A CA who invests the way he'd advise his own family.
Book a Free Consultation →Services built around your goals
A complete financial practice — investments, protection, borrowing, and planning — all with clarity, consistency, and zero jargon.
Mutual Funds & SIP
Systematic and lumpsum investing across equity, debt, and hybrid funds — matched to your goals and risk profile.
Fixed Income & FDs
Bonds, government securities, and corporate fixed deposits for stable, predictable returns beyond bank rates.
Insurance & Protection
Life, term, and health cover sized to your family's needs — so your wealth is protected before it's grown.
NPS & Retirement
Build a tax-efficient retirement corpus with NPS and long-term strategies, plus systematic withdrawal planning.
Loans & Liquidity
Loan against mutual funds, secured and unsecured loans — unlock liquidity without breaking your investments.
Tax & Goal Planning
ELSS, 80C/80D strategy, and goal-based roadmaps from a CA — structured for real, post-tax efficiency.
What are you planning for?
Great investing starts with a goal, not a product. Pick what matters to you — we'll build the plan around it, whether it's months or decades away.
Your one-stop partner for financial life
Mutual funds are where we start — not where we stop. From investments and insurance to loans and tax planning, a Chartered Accountant helps you make sense of your whole financial picture, so you're not juggling five different advisors.
Not sure where to begin? One free call, and we'll map it all out.
Book Your Free Call →Start investing in 4 simple steps
Free Consultation
Book a no-cost call to discuss your goals, income, and risk appetite. Zero obligation.
Goal Mapping
We map your goals — retirement, education, home — into a clear investment roadmap.
Portfolio Design
We recommend funds suited to your timeline, risk, and tax situation, then set up your SIP.
Monitor & Grow
Ongoing tracking, reviews, and rebalancing — so your plan stays on course.
Investors who chose discipline
"Shubham explained SIPs in a way that finally made sense. Started with ₹5,000/month and I actually understand where my money goes now."
"No pushy selling, no jargon. He reviewed my old portfolio, pointed out overlapping funds, and helped me consolidate. Genuinely helpful."
"What I value most is that he's always a call away. Markets dipped and instead of panicking, I called him and stayed invested. That's worth a lot."
Testimonials reflect individual experiences and are not indicative of guaranteed outcomes. Investments are subject to market risk.
Ready to start? Choose your path.
Most people prefer a quick conversation first — it's free, and you get a plan tailored to you. But if you'd rather dive straight in, you can register and start in minutes.
Talk to me first
Let's discuss your goals over a free call or WhatsApp. I'll understand what you need and build a plan that actually fits — no obligation, no jargon. This is the best way to invest with confidence.
Start on your own
Know what you want? Register and begin investing directly — paperless, in minutes.
You can always reach out for guidance anytime after registering.