Our Organization

Naveen Rego Capital is a fee only professional financial planning and wealth management firm. We are committed to helping people make confident and informed financial decisions about their money since 2003. We provide unbiased, fee-only financial advice across all financial products and goals, with one clear focus, what is best for you.

Naveen Rego Capital is proud to be a non-individual SEBI Registered Investment Adviser with Registration Number INA000019211 and a BSE Membership ID 2178. These credentials reflect our commitment to ethics, accountability, and the highest professional standards.

Every client’s financial journey is unique. That is why our guidance is always personalized to your goals, life stage, and risk appetite. We work with you to build clarity, reduce uncertainty, and create a plan that feels both practical and achievable.

We do not create or sell our own financial products. When needed, we recommend third-party solutions that align with your objectives, so you can be assured that our advice is always transparent and free from hidden interests.

Our mission is simple. We are here to guide you with trust, knowledge, and care, so that your financial future is stronger, clearer, and built to last.