Capius Wealth is an upcoming wealth advisory and distribution firm scheduled to open in 2026, serving clients from Mumbai, Ahmedabad and Rajkot. It brings a company’s capital and an owner’s personal wealth under one accountable team, recognizing how business debt, investments, insurance and estate matters relate to the same overall balance sheet. The firm offers more than 60 products across six categories: equity, debt, alternatives, insurance, real estate and international investments, and financial advisory. Equity options include mutual funds, portfolio management services (PMS), direct equity, ETFs, unlisted shares, pre-IPO allocations and ESOP advisory; its wider range also includes private credit.

Capius says its practitioners have more than 80 years of combined experience across chartered accountancy, CFA expertise and private banking. Its process starts by mapping business and personal assets and liabilities, then develops a consolidated plan, puts it into action and monitors holdings over time. The firm describes its approach as offering institutional access without product pushing, supported by portfolio health tracking and relevant tax signals.