A Certified expert you can trust.

Nafees Ahmad
Founder, Capstone Wealth

After completing his graduation in commerce from Patna in 2009, Nafees Ahmad took up a job at Kolkata in a broking firm. after some time, he decided to move to his hometown. He worked with many reputed Asset Management companies like ICICI Mutual fund, Nippon mutual fund, Aditya Birla Sun Life mutual fund, and ITI Mutual Fund where he was responsible for building the Independent Financial Advisor network.
After his 12-year stint in sales, Nafees decided to take the entrepreneurial plunge as he had developed a good understanding of products, sales, and investors so he formed Capstone wealth in 2021 and started his journey as an entrepreneur
He started pursuing Certified Financial Planning from Financial Planning Standard Board, USA, and achieved many prestigious certifications like Investment Planning Specialist, Retirement and Tax Planning specialist, Risk and Estate Planning Specialist by FPSB, USA

Parimal Sandhwar
Co-Founder & CTO

Graduated with a Bachelor of Information Technology. Parimal Sandhwar has a fine arts and animation background. He contributed his creative talent at Filaments India, a division of a US-based company as Creative Overseas operations Head & Director for the last 17 years. Established the branches of Filaments VFX in other countries. He also got credits in some of the Hollywood projects.

Parimal decided to join Capstone Wealth as co-founder & CTO as he has sound knowledge of the technology and building brands.

Various FPSB™ Certification

Our Mission

Assist our clients in achieving their financial goals, realizing their dreams for their families and businesses.

Our Vision

Help our clients achieve their financial and lifestyle goals.

What People Say About Us

What Our Customers Say About Us

Capstone Wealth

5.0

Based on 79 reviews

review us on

Shreya Shree

10:55 08 Aug 25

I'm thoroughly impressed with the services provided by Mr. Nafees. His team is knowledgeable, professional, and truly cares about helping for the required advices. He has helped me to plan my financial future. I highly recommend him to anyone seeking expert financial guidance.

shadab khan

10:16 08 Aug 25

I am really impressed with Nafees bhai's financial advice and services. The mutual funds and insurance solutions he offers are excellent, and his prompt service won my heart.

najmus saquib

10:15 08 Aug 25

Aryaman Sinha

09:04 08 Aug 25

I recently took a term insurance policy through Nafees Bhai. Due to a previously applied but not taken policy, I had to go through multiple medical tests — but he managed everything seamlessly. His follow-up and support were excellent. Highly recommended!

Rishab Didwania

12:43 17 Jul 25

I had a great experience consulting Nafees ji! His extensive knowledge of market investments, mutual funds, and insurance policies really stood out. What I appreciated most was how he tailored his guidance specifically to my needs, ensuring I understood every step of the way. It wasn’t just about numbers — it was about building confidence in my financial decisions.
I would highly recommend him to anyone looking for honest, insightful, and expert financial advice!

nagendra keshri

07:02 09 Jul 25

Hi Capstone wealth

"Excellent service! The team provided prompt and efficient assistance with my share-related queries. Their knowledge and expertise were impressive, and they helped me resolve my issues quickly. The service was top-notch, and I'm extremely satisfied with the experience. Highly recommended for anyone looking for reliable and professional share-related services!" 5/5 stars.

Kazmi Jamal

05:53 23 Feb 25

⭐⭐⭐⭐⭐ Highly Recommend!

Capstone Wealth provides exceptional financial guidance with a personalized touch. Their team is knowledgeable, transparent, and truly cares about their clients’ success. If you're looking for trusted financial advisors, look no further!

Bakhteyar Khan

06:07 16 Jan 25

Rashid Ahmed

13:49 11 Dec 24

Capstone Wealth has been a game-changer for my financial journey. Their personalized approach and attention to detail make me feel confident in my investment decisions. Highly recommend to anyone seeking expert wealth management

Vishal Sharma

16:02 28 Nov 24

As a first-time investor, I was initially hesitant about navigating the world of investments, but Capstone Wealth has made the experience smooth and reassuring. From the first consultation with Mr. Nafees, he took the time to explain the process, the different types of investment options available, and helped me understand how to align my financial goals with an appropriate strategy.The customer service is top-notch. I never felt overwhelmed, even though I was new to the world of investing.
I am looking forward to a highly fruitful association with Capstone Wealth.

Harish Gujadhur

14:26 11 Sep 24

Thank you Nafees ji, you made me understand about mutual funds and motivated me to invest so that I do not worry in future. You have a lots of knowledge of mutual funds. You are a good mentor. Keep up the great work and keep shining. All the best.
Malini Gujadhur

sunil gupta

10:59 04 Aug 24

Excellent portfolio manager with remarkable service👍.

Rehan Ahmad

03:57 31 Jul 24

My experience With capstone wealth very good, all staff is good but Mr.Nafees is guide like my brother. I will recommend everyone invest through capstone wealth.

Abhishek Kumar

10:54 28 Jul 24

It's a fabulous experience to associate with Capstone wealth and under guidance of MD Nafees I invest with handsome returns. I hv a genuine experience.

manisha singh

04:10 17 Jul 24

Being very new to Investement world, meeting Capstone Wealth- Mr. Nafees Ahmed Ji was an eye opening for me to the investing pattern
He not only understood my background and need of me and my family, he also ensured that best financial investment is done from my end to secure my future. And that’s what call customer oriented services.
Amount really doesn’t matters for this firm. The only thing which matters the most to capstone weatlh is our real wealth to make our future risk free

usha jha

07:34 01 May 24

I am happier with my experience at Capstone Wealth. From the moment I walked in, I was greeted with professionalism and warmth. The team went above and beyond to understand my financial goals and provided tailored solutions that have greatly benefited my portfolio. Their expertise and dedication have truly made a positive impact on my financial journey. I highly recommend Capstone Wealth to anyone seeking top-notch financial services.

AADYA DIDWANIA

07:28 10 Apr 24

Capstone wealth is a one stop solution for all your investment needs. They understand your financial needs and curate the plan as per individuals. The process was made very smooth for me and I can easily access all my investments through a click of a button.

Ayush Mittal

14:05 27 Feb 24

Working with Mr. Nafees Ahmad has been a game-changer for me. His dedication to guiding me through the complexities of financial investments (particularly SIPs and mutual funds), has truly empowered my financial journey.

Mr. Nafees's personalized approach and constant support have not only helped me to make informed decisions but also boosted a sense of confidence in my investment strategy. I'm grateful for his expertise and genuine care in securing my financial future.

Regards,
Ayush Mittal

Rajesh Gupta

08:34 28 Nov 23

Thoroughly Professional Services.. very gud knowledge about the field and gives the best advice and solutions at ur door.

Nitesh Bidasaria

14:07 18 Oct 23

Capstone wealth is an amazing company to turn to for all your financial advisory and service needs. Their founder and promoter Mr. Nafees Ahmed is a very qualified and experienced professional who takes great care to provide you with the best investment and financial planning options. Capstone wealth is highly recommended for one and all.

Shobhit Gupta

13:33 13 Sep 23

I am thrilled to provide a testimonial for my friend and the founder of Capstone Wealth Mr Nafees Ahmed. From our very first interaction, it became clear that they possess a unique combination of expertise, integrity, and genuine care for their clients.

One of the things that immediately stood out to me about Capstone Wealth is their exceptional knowledge and understanding of the financial world. They possess a deep understanding of investment strategies, wealth management, and financial planning, which has been invaluable in helping me navigate my own financial journey. Their ability to explain complex concepts in a clear and accessible manner is truly remarkable.

What sets Capstone Wealth apart from others in their field is their unwavering dedication to the well-being and success of their clients. They take the time to understand each individual's goals, aspirations, and concerns, and tailor their services accordingly. Their patient guidance and expert advice have given me the confidence to make informed decisions regarding my finances, while always feeling supported along the way.

MD BABAR

11:35 28 Jul 23

Capstone wealth is the one stop solution for every financial need. In Patna it’s tough to find anyone with professional expertise but my search ends at capstone wealth. I wish team capstone wealth all the best for their future endeavours

Ridhima Srivastava

08:44 13 Jul 23

Highly Recommend and amazing service by Mr. Nafess ( Capstone Wealth)

Tanishq Agarwal

06:35 10 Jun 23

We all know what mutual funds is but Capstone Wealth really guides you as to how to maximise your gains and they create a good basket of funds as per my risk assessment. Hats off to them!

Prakhyat Kumar

07:49 08 Jun 23

My personal experience is amazing services Capstone wealth
By nafess boss

Pooja Agarwal

08:16 24 May 23

Have worked with Mr. Nafees in professional setup, and also have the privilege of being his client, and I can vouch for the fact that he is very detailed and gives you the best advice when it comes to financial planning. Can trust him with your savings and investment

Shaereen Eram

07:27 21 Jan 23

*Highly recommended*
*Trustworthy*
If you want to do financial planning then go with Capstone wealth. They never does any investment directly without giving proper information to any customers.
Just go for it for a better Future ..!!

Komal Sharma

07:31 09 Jun 22

Capstone wealth provides very good service and have very friendly nature of staffs as well as the owner "Nafees Ahmad"

Amir Khan

06:24 20 Jan 22

“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Mr Nafees had this and more. His dedication to clients, business excellence and education sets his apart and I would highly recommend him to anyone wanting to achieve better financial outcomes.” Mohammad Amir khan