About Us

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About Us

Capbuzz Wealth Private Limited, led by team of professionals, is a trusted financial services firm committed to empowering individuals and families to achieve their long-term financial goals. With over 10 years of experience in the financial advisory industry, we specialize in providing comprehensive investment solutions that are tailored to meet the unique needs of each client. Our philosophy revolves around transparency, integrity, and a client-centric approach, ensuring that every recommendation is aligned with your financial objectives, risk appetite, and investment horizon.

Our expertise spans across mutual fund investments, fixed income products, wealth management, retirement planning, and tax-efficient strategies. We believe in a holistic approach to financial planning, regularly reviewing and rebalancing portfolios to maximize growth while minimizing risks. By combining market knowledge with personalized advice, we aim to simplify the investment journey for our clients and help them build a secure and prosperous future.

10+

Years of Financial Expertise

100+

Clients Served with Trusted Investment Advice

50+

Customized Wealth & Investment Solutions

Our Mission

Our mission is to simplify investments, provide transparent financial advice, and empower our clients to achieve long-term wealth and financial security. We aim to deliver personalized solutions that align with each client’s unique goals, helping them navigate complex financial markets with confidence and clarity.

Our Vision

Our vision is to be a trusted financial partner for individuals and families, recognized for excellence, integrity, and innovation in wealth management. We strive to create a future where every client can achieve financial freedom, secure their legacy, and make informed investment decisions with peace of mind.

Our Core Values

Client-First Approach

Transparency & Ethics

Goal-Oriented Planning

Continuous Learning

Long-Term Relationships

Trust & Reliability

Our Team

Kamesh Joshi is a seasoned investment professional and a Chartered Accountant (CA) by profession, with over 15 years of experience in mutual funds, wealth management, and financial planning. With a passion for helping clients grow their wealth systematically, Kamesh has built his practice on a foundation of trust, research rigor, and client-centric advice.

Kamesh Joshi

Founder & Lead Investment Consultant

A Chartered Accountant (CA) with 7 years of experience in financial planning and wealth management. Hitesh specializes in personalized strategies that balance growth and risk. He is passionate about simplifying investments and helping clients achieve long-term financial security.

Hitesh Arora

Co-Founder & Investment Consultant

Ankit specializes in mutual fund advisory and investment planning, helping clients create tailored portfolios aligned with their goals and risk appetite.

Ankit Pareek

Investment Professional & Mutual Fund Advisor

Her expertise enables the team to leverage data-driven insights for smarter investment strategies. She helps clients by analyzing trends, risks, and opportunities to support informed financial decisions.

Ksheerja Seth

Master’s in Data Science

Taru supports clients with financial planning with lower risk and portfolio management. Her academic foundation and practical approach help clients make confident investment decisions.

Taru Joshi

Masters in Lib.Science and a certified life insurance partner

Deepika has expertise in investment strategies, helping clients optimize portfolios and achieve long-term financial goals

Deepika Sharma

Chartered Accountant (CA)

Secure Your Financial Future with Capbuzz Wealth

With 10+ years of experience, we provide expert wealth management, mutual fund guidance, and personalized investment solutions to help you grow and protect your wealth.