Naveen Rego Capital - SEBI Registered Investment Adviser & Certified Financial Planner
Trusted Financial Guidance
You relax while we protect and grow your wealth
Focus on your work, your family and your passion while we make sure your money works just as hard as you do, 24×7×365
Fee only Unbiased advice
SEBI Registered Investment Adviser
Our focus - Your goals, dreams and aspirations
Our Client Testimonials
Financial Planning & Wealth Management
Comprehensive Financial Planning
A complete roadmap for your life goals covering savings, budgeting, investing, insurance, loans and beyond
Investment Advisory
Disciplined, transparent strategies to grow and protect your wealth with clarity.
Retirement Planning
Helping you retire with confidence through structured, goal-based financial planning.
Tax Optimization Strategies
Smart strategies to minimize tax liabilities while maximizing long-term wealth.
Risk & Insurance Planning
Protecting your family, income, and assets with the right insurance cover.
Wealth Preservation & Succession
Safeguarding assets and planning for smooth, tax-efficient wealth transfer.
NRI Financial Planning
Recommending appropriate strategies for NRIs to secure and grow their global wealth
Let’s discuss how we can help you secure your financial future
Contact UsWe help you build clarity, confidence & long-term financial security
Personalized Goal-Based Planning
Every plan is tailored to your life goals and aspirations.
Transparent, Fee-Only Advice
Independent, unbiased, and always in your best interest.
Years of Experience
Team Size
Families touched
Asset under Advice
Our Professional Team
Naveen Julian Rego CFP®
Principal Financial Planner
Manjiri Joshi
Director- Operations & Compliance
Khushi Riyana Dlima
Team Leader- Advisory Support Desk
Brian Edmond Pinto
Team Leader-Mutual Fund Desk
Roopa
Team Leader - Accounts
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