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Our guided approach

We have known Vinita from her days with HSBC and we followed her to Capital League around fifteen years back. A very well recognised and appreciated firm which boasts of the most prestigious awards and accolades in the industry, year after year. Capital League is a very competent firm, and with Vinita around, we have no worries about our investments. We fully trust her advice. Capital League clearly understands our requirements and our risk appetite. We enjoy our interaction at the time of the regular quarterly reviews, which also helps clarify our doubts on the broader economic situation and answers other financial market questions. These reviews sometime result in fresh investments but the portfolio undergoes minimal tinkering, only where absolutely required. We also love to participate in their Insight Series, Wealth Creation Conclaves, cultural and entertainment programs. We are extremely pleased with our relation with Vinita and Capital League and wish them all success and would happily recommend them to anybody looking for financial advisors. They are truly working to achieve their vision of being a highly respected, client centric, professional, all women firm.

I have known Sapna Narang and Capital League for over ten years now. She was very quick to gauge my temperament and risk appetite and has guided my investments accordingly. Capital League has always been available to me and my family to address any queries because their system of record keeping is impeccable. What we as a family value most in our relationship with Capital League, is the consistency of advice, the quality of service and sound counsel on financial planning. The fact that Capital League is an all women organisation makes us feel even more proud to be associated with them. We wish Sapna and her team even more success in the years to come.

I have been a client of Capital League (CL) for over 10 years and have the pleasure of knowing Rajul Kothari, partner at CL for much longer period. I have had opportunity of working with a host of wealth management firms including banks, but CL stands out among them in many ways, such as:

• Working with CL always gives a feeling that they truly give highest priority to clients’ interest. A breed not so easy to spot these days.
• Quality of research and preparedness for review meetings are of high quality giving me confidence that I am being advised by sincere and knowledgeable people.
• Diligent and efficient support cum back office. Zero error is delivered seamlessly for over a decade. I am sure its at back of rigorous internal reviews and cross checks.
• Periodic reviews help to know the thought process of Rajul in a transparent manner and giving clarity on actions to be taken, including reflecting on the calls which did not go well. Although instances of such calls which did not go well were rare.
• Personal attention and willingness to attend to frequent queries and/or request for conferences.

While there are several other points which I can add but what really matters is the trust and confidence she has earned over the years.
I wish her and her team at CL a great success in years to come. The fact that it’s an all women organisation makes it even more special.